Rate · 4 weeks ago
Direct Mail Manager (Fintech/Mortgage)
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expRate is seeking an experienced Direct Mail Manager with expertise in fintech or mortgage marketing to lead their direct mail strategy. The role focuses on developing and executing integrated campaigns, optimizing performance metrics, and ensuring compliance with industry regulations.
Consumer LendingFinanceFinancial ServicesLendingMortgagePersonal FinancePropTech
Hiring Manager
Eric Hollander
Responsibilities
Develop and own the direct mail strategy across acquisition, retention, recapture, and cross-sell programs
Build and execute test-and-learn roadmaps, including offer tests, creative tests, audience segmentation, and timing strategies
Partner with cross-functional marketing leads to build fully integrated campaigns that seamlessly connect DM with email, SMS, social, programmatic, and onsite experiences
Manage the full campaign lifecycle—from audience targeting and data pulls to production, print coordination, QA, and delivery timelines
Collaborate with analytics, data science, and martech to ensure clean data ingestion, accurate targeting, and compliant customer segmentation
Oversee vendor relationships including printers, lettershops, data providers, and creative agencies
Monitor daily/weekly KPIs and performance trends; proactively identify opportunities to optimize response rates, conversion, and cost per fund
Manage budgets, forecast volumes, and report on campaign performance at a detailed and actionable level
Maintain a deep understanding of funnel metrics and 'pull the right levers' in real time (offer adjustments, audience refinement, creative rotation, cadence changes, etc.)
Work closely with channel owners to ensure consistent messaging, cohesive customer experiences, and coordinated optimization strategies
Partner with CRM, Lifecycle, Paid Media, Product, and Sales to ensure alignment across the end-to-end customer journey
Ensure all messaging adheres to industry regulations (TCPA, RESPA, state lending rules, etc.)
Maintain meticulous QA processes to ensure accuracy across data, copy, disclosures, and personalization
Qualification
Required
5–7+ years of direct mail marketing experience within fintech, mortgage, lending, or highly regulated financial services
Proven track record building and scaling direct mail programs that drive measurable acquisition and conversion
Strong command of KPIs including response rate, conversion rate, CPL/CPF, matchback, attribution, and lifecycle funnel metrics
Highly analytical with the ability to interpret data, identify insights, and make rapid strategic adjustments
Experience managing complex segmentation, personalization, and audience modeling workflows
Comfortable owning vendor relationships and coordinating large-scale print/production timelines
Excellent communication and collaboration skills; able to partner effectively with cross-channel marketing leaders
Strong project management discipline with high attention to detail and accuracy
Preferred
Experience in mortgage or lending compliance requirements
Benefits
Eligibility to participate in a company-sponsored 401(k)
Vacation benefits
Eligibility for medical, dental, vision, and prescription drug benefits
Flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts)
Life insurance and death benefits
Critical care insurance
Personal accidental insurance
Commuter benefits
Pet insurance
Certain time off and leave of absence benefits
Well-being benefits (e.g., employee assistance program)
Other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources)
Company
Rate
Rate is a mortgage company that provides mortgage-related services and solutions.
5001-10000 employees
H1B Sponsorship
Rate has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (7)
2023 (3)
2022 (15)
2021 (9)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
THL
2017-12-14Private Equity
Leadership Team
Victor Ciardelli
President & CEO
Ramesh Sarukkai
CPO & CTO
Recent News
2025-12-25
2025-12-04
2025-12-03
Company data provided by crunchbase