Senior Lifecycle/CRM Marketing Specialist

Forward Financing•Boston, MA

18h•Remote

About The Position

Forward Financing is seeking a Senior Lifecycle/CRM Marketing Specialist to own customer communication journeys, from initial contact to repeat funding. This role involves building scalable automation, designing growth-oriented systems, and leveraging AI to enhance efficiency. The ideal candidate is passionate about marketing craft, stays updated on CRM platforms like HubSpot, understands deliverability, and prefers building robust workflows over workarounds. You will be responsible for developing and deploying automated customer journeys, utilizing AI for drafting, personalization, segmentation, and insights, and ensuring data integrity within HubSpot and its integration with Salesforce. Compliance with communication regulations and championing email/SMS deliverability best practices are also key aspects of this role. You will translate campaign performance into actionable business intelligence and build reports that drive decision-making.

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, including Advanced Workflows, Custom Objects, HubDB, Salesforce sync, and system mapping.
AI fluency demonstrated through specific examples where AI meaningfully improved speed or quality of work (content, analysis, operations).
Analytical depth; comfortable with data and explaining its meaning.
Problem-Solver: ability to dig into technical root causes and build scalable, automated solutions.
Builder instinct: ability to pursue root causes and build systems that others can run.

Nice To Haves

HubSpot certifications strongly preferred.

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 more quickly.
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 actually use and surface meaningful trends early.
Translate performance data into clear recommendations for business leaders.