Senior Lifecycle/CRM Marketing Specialist
About The Position
Forward Financing is seeking a Senior Lifecycle/CRM Marketing Specialist to own the communication strategy for small businesses throughout their journey with the company. This role involves building scalable automation, designing robust systems, and leveraging AI to enhance efficiency and personalization. The ideal candidate is passionate about marketing automation, stays updated on CRM platforms like HubSpot, and prioritizes building effective workflows. This position offers a high-impact opportunity to directly contribute to the company's mission of unlocking capital for small businesses.
Requirements
- 4+ years of hands-on experience across Marketing Operations and Email/Lifecycle Marketing, ideally in high-growth FinTech, financial services, or alternative lending.
- HubSpot expert with advanced knowledge of Workflows, Custom Objects, HubDB, Salesforce sync, and system mapping.
- AI fluency demonstrated through specific examples of improving speed or quality in content, analysis, or operations.
- Analytical depth, comfortable with data and explaining its meaning.
- Strong problem-solving skills with a focus on building scalable, automated solutions.
- Builder instinct, pursuing root causes and creating sustainable systems.
Nice To Haves
- HubSpot certifications strongly preferred.
- Experience in high-growth FinTech, financial services, or alternative lending.
Responsibilities
- Develop, deploy, and manage complex, trigger-based customer journeys and automated workflows within HubSpot to deliver tailored, 1:1 customer experiences.
- Utilize AI to draft, personalize, segment, summarize, QA workflows, and surface insights.
- Pilot AI agents inside lifecycle touchpoints and evaluate new HubSpot AI features.
- Act as the steward for HubSpot data integrity, implementing automated data-cleaning processes, managing deduplication, and overseeing list hygiene.
- Manage the Salesforce/CRM integration sync and field mappings.
- Maintain adherence to communication regulations (TCPA, CAN-SPAM).
- Champion email/SMS deliverability and sender reputation best practices.
- Build KPI reports that teams use and surface meaningful trends early.
- Translate performance data into clear recommendations for business leaders.
Benefits
- Medical, dental, vision
- Commuter benefits
- Flexible time-off policy
- Paid parental leave
- 401k match for US employees
- Wellness reimbursement
- Volunteering days
- Annual professional development budget
- Charitable donation match
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
