Teams at SoFi

Own engagement and retention marketing for Checking and Savings, focusing on deposit and direct deposit growth, balance retention, account utilization, churn reduction, and dormant-member reactivation. Develop segmentation, audience targeting, promotions, lifecycle campaigns, product-led experiments, and measurement plans. Partner with product, engineering, data science, creative, finance, legal, and compliance teams to launch and optimize campaigns and offers.

Lead the 0-to-1 strategy, roadmap, and delivery of a commercial banking platform supporting business accounts, payment rails, treasury capabilities, and APIs. Build and grow the product team, partner with engineering, risk, compliance, treasury, finance, sales, and operations, and translate regulatory constraints into scalable solutions. Drive adoption, payment volume, reliability, cost efficiency, and risk outcomes while influencing executive strategy and mentoring product managers.

Leads SoFi’s Banking affiliate marketing portfolio across Checking & Savings, Smart Card, Invest, and Crypto. Owns affiliate strategy, partnerships, forecasting, budgeting, reporting, compliance, optimization, and growth. Translates performance data into recommendations, improves the acquisition funnel, manages strategic partner relationships, aligns cross-functional stakeholders, represents affiliate marketing with executives, strengthens operating processes, and mentors team members.