Overview

We are a high-volume direct-to-consumer mortgage marketing platform seeking a senior direct response strategist to design a scalable Creative Portfolio Optimization System.

This is a system architecture engagement - not copywriting or campaign execution.

We want to formalize how creative is:

· Allocated

· Tested

· Promoted

· Retired

· Scaled across clients

The output will become a core internal operating system.

Objective

Design a disciplined, scalable framework that governs:

· Creative allocation methodology

· Control vs challenger structure

· Volume-based template count rules

· Statistical testing thresholds

· CPA vs response weighting logic

· Creative displacement & fatigue rules

· Multi-client scalability model

Scope & Deliverables

1. Creative Allocation Framework

· Formula-based allocation model (Excel-ready logic)

· Performance weighting methodology

· Rules for shifting volume based on magnitude (not just rank)

2. Control / Challenger Governance Model

· Ideal number of active controls

· Dedicated testing pool structure

· Rules for promotion & displacement

· Portfolio guardrails

3. Volume-to-Creative Decision Model

· Recommended number of active creatives by contact volume

· Decision tree for low vs mid vs high volume programs

4. Statistical Testing Framework

· Required contact counts per test

· Minimum test duration

· Significance thresholds

· Required lift for promotion

5. CPA vs Response Weighting Logic

· Optimization framework when conversion data exists

· Optimization framework when it does not

6. Implementation Playbook

· Documented operating system

· Governance model

· Recommended org structure for scaling

Final deliverable: A documented optimization system we can operationalize internally.

Ideal Background

· 10+ years in direct response marketing

· Experience running large-scale direct mail programs

· Background in credit card, insurance, fintech, or telecom acquisition preferred

· Built or governed control/challenger frameworks

· Experience with portfolio-level optimization and testing design

Timeline

4-6 weeks

Weekly working sessions expected.

Direct Mail Creative Optimization Architect (Control/Challenger Systems) (Remote)