How We Think About Ad Revenue We expect the ad business to follow a deliberate build sequence: Programmatic first (Year 1 priority): Stand up demand infrastructure, optimize yield, and establish private marketplace relationships with retail media networks. Direct advertiser development (Year 2+ growth motion): As audience scale and measurement story mature, layer in direct CPG and retailer partnerships that command premium CPMs and provide more control over ad experience and brand safety. Core Responsibilities Programmatic Monetization & Demand Management (Primary) Own the programmatic revenue stack—SSP selection, floor pricing, header bidding strategy, and demand waterfall optimization. Own ad quality and brand safety standards—define what is and is not appropriate to serve to this audience. Work with Product and Data to improve targeting, measurement, and reporting capabilities.
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