Lead Data Scientist for Boldin

About the Position

Lead Data Scientist for Boldin

Boldin is the financial confidence platform, an all-in-one planning tool that helps hundreds of thousands of households build, manage, and optimize their financial future. Every month, 20,000+ people create a free plan and thousands convert to paying subscribers. We are profitable, growing, and backed by a deep data asset: millions of planning sessions, roughly 2M conversational AI messages, and rich behavioral telemetry across the full customer lifecycle.

We are building our first dedicated data science function, and this role will define how Boldin uses data science, and who does it, for years to come.

Responsibilities

• Build and lead the data function. Set technical standards, establish ways of working, and, as the team grows, hire, onboard, mentor, and manage data scientists. Act as a player-coach: ship work yourself while raising the bar for everyone around you.
• Own funnel analytics and optimization. Map the full customer journey, from first visit through paid conversion and long-term retention. Identify where people drop off, why, and what we can do about it. Define activation metrics and instrument experiments to move them.
• Build and iterate on predictive models. Develop churn prediction, trial conversion scoring, and uplift models that power targeted interventions (email, in-app messaging, pricing offers). Measure what works through rigorous A/B testing.
• Productize data science for customers. Partner with product to develop data-driven features, such as improved retirement score modeling, smart asset allocation recommendations, and personalized planning insights, that make our customers’ financial plans meaningfully better.
• Establish experimentation rigor. Design and analyze A/B tests across product and marketing. Build frameworks so the broader team can run experiments confidently and interpret results correctly.
• Define the metrics that matter. Work with leadership to establish the top-line KPIs that tell us whether we’re winning (customer lifetime value, activation rates, early churn, and more) and build dashboards that make them visible and actionable.
• Advise on data enrichment. Identify external data sources (demographic, behavioral, financial) that could sharpen our models and improve targeting for acquisition and retention.

Requirements

Required:

• 6+ years in a product-focused data science, ideally within a cross-functional product team
• 1+ years of leadership experience. You have formally managed data scientists or analysts, or served as a tech lead, project lead, or mentor with clear ownership of others’ work and growth. You are ready to take on direct reports, and you want to.
• Advanced SQL and Python proficiency (pandas, scikit-learn, or equivalent)
• Hands-on experience designing, running, and analyzing A/B tests and experiments
• Practical predictive modeling skills: classification, regression, model evaluation, and an emphasis on shipping models that drive decisions rather than optimizing for theoretical accuracy
• Strong communication: you can translate complex analysis into clear, actionable recommendations for PMs, engineers, and executives
• Comfort with ambiguity. You define problems first, then solve them. You don’t wait for perfectly scoped tickets
• Bachelor’s degree in a quantitative field (statistics, economics, computer science, mathematics, or similar) or equivalent experience
• Advanced English proficiency (B2–C1 or higher)

Preferred:

• Experience as a first or early data science hire who went on to grow and lead the function
• Experience hiring, building, or formally managing a data team
• Experience with modern data stack tools (BigQuery, dbt, Looker, or equivalents)
• NLP or text mining experience (especially relevant for our conversational AI data)
• Familiarity with cloud ML platforms (Vertex AI, BigQuery ML, or similar)
• Background in financial services, SaaS, or subscription businesses
• Exposure to uplift modeling, causal inference, or marketing mix modeling

We Offer

• Flexible PTO and a team that values sustainable pace
• Personal laptop.
• Health and wellness package.
• Budget for English lessons.
• The chance to build and lead a function from scratch, and to define how data science works at Boldin, and who does it
• A mission that matters: helping people retire with confidence, not anxiety

About the Company

Boldin is the financial confidence platform, an all-in-one planning tool that helps hundreds of thousands of households build, manage, and optimize their financial future. Every month, 20,000+ people create a free plan and thousands convert to paying subscribers. We are profitable, growing, and backed by a deep data asset: millions of planning sessions, roughly 2M conversational AI messages, and rich behavioral telemetry across the full customer lifecycle.