Full-Time

Head of Direct to Consumer Marketing

Posted on 2/7/2024

Charlie

Charlie

51-200 employees

Banking services tailored for retirees

Financial Services

Mid, Senior

Los Angeles, CA, USA

Category
Growth Marketing
Growth & Marketing
Required Skills
Marketing
Data Analysis
Requirements
  • A BA/BS degree.
  • 4+ years experience directly managing multiple paid marketing for consumer brand(s); in-house experience preferred.
  • Outstanding ability to synthesize data, generate insights, identify opportunities and creatively solve problems.
  • Strong quantitative and analytics skills with a strong grasp of incrementality, A/B testing and performance metrics.
  • Experience at a high-growth early-stage startup preferred.
Responsibilities
  • Own strategy and execution for a paid acquisition program.
  • Monitor KPIs across channels including CAC, LTV, and budget pacing.
  • Directly manage and optimize all paid media channels including Meta, TikTok, and Google.
  • Create reporting and a dashboard to track performance.
  • Perform analysis to uncover insights and opportunities.
  • Develop forecast and budget recommendations.
  • Establish portfolio- and channel-level test roadmaps and execute tests, including launching new digital and offline channels.
  • Source creative.
  • Source, evaluate, and contract with technology vendors and creative partners as needed.
  • Partner closely with lean cross-functional leaders including Product, Partnerships, Engineering, Data, Operations and Finance.
  • Recruit and develop a lean, high-performing team.

Charlie Financial offers banking services tailored for retirees aged 62 and older in the United States. The company allows clients to access Social Security benefits up to four weeks early and provides a competitive 3% earnings rate on deposits. With a focus on security, Charlie Financial includes advanced fraud protection and FDIC insurance coverage, while also ensuring customer support is handled by a U.S.-based team. The goal is to provide a secure and seamless banking experience that addresses the unique financial needs of retirees.

Company Stage

Debt Financing

Total Funding

$22.9M

Headquarters

Los Angeles, California

Founded

2021

Growth & Insights
Headcount

6 month growth

60%

1 year growth

55%

2 year growth

55%
Simplify Jobs

Simplify's Take

What believers are saying

  • Charlie raised $23 million in Series A funding, boosting expansion capabilities.
  • Increasing digital banking adoption among seniors aligns with Charlie's digital-first approach.
  • Charlie's U.S.-based customer service enhances trust and satisfaction among older clients.

What critics are saying

  • Rising elder fraud complaints could undermine trust in Charlie's services.
  • Increased competition from fintechs targeting seniors may erode Charlie's market share.
  • Potential regulatory scrutiny could increase compliance costs for Charlie.

What makes Charlie unique

  • Charlie offers early access to Social Security benefits, easing retirees' cash flow management.
  • CharlieSaver aggregates over 20,000 senior discounts, enhancing retirees' purchasing power.
  • SpeedBump initiative provides real-time fraud alerts, safeguarding older Americans' financial assets.

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