Forward Financing

1 month ago

Senior Lifecycle/CRM Marketing Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Own end-to-end lifecycle and CRM marketing programs, building scalable HubSpot-based automation for customer journeys from first touch to repeat funding. Leverage AI to accelerate workflows, ensure data integrity across HubSpot and Salesforce, maintain compliance, and translate campaign performance into actionable insights for leadership.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Marketing & Growth

Key Responsibilities

•Journey Architecture & Execution: Develop, deploy, and manage complex, trigger-based customer journeys and automated workflows within HubSpot to deliver tailored, 1:1 customer experiences.
•AI-Native Operations: Use AI to draft, personalize, segment, summarize, QA workflows, and surface insights; pilot AI agents inside lifecycle touchpoints and evaluate new HubSpot AI features.
•Database Governance & Platform Health: Steward for HubSpot data integrity; implement automated data-cleaning, manage deduplication, list hygiene, and Salesforce/CRM integration sync and field mappings.
•Compliance & Best Practices: Maintain adherence to TCPA and CAN-SPAM and champion email/SMS deliverability and sender reputation best practices.
•Data, Insights & Intelligence: Turn campaign performance into actionable intelligence; build KPI reports and surface trends to enable leadership decisions.

Pay and Benefits

Salary: USD 125,000 - 145,000 annually

Perks:MedicalDentalVision401kRemote WorkWellness Stipend

Key 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 Workflows, Custom Objects, HubDB, Salesforce sync, and system mapping. HubSpot certifications strongly preferred.
•AI fluency demonstrated in work, with examples of AI improving speed or quality of delivery across content, analysis, or operations.
•Analytical depth and comfort in data, with ability to explain meanings and implications clearly.
•Problem-solving mindset: identifying root causes and building scalable, automated solutions to fix them.

Experience:4+ yearsFintechFinancial servicesAlternative lending

Skills:Analytical thinkingProblem-solvingCommunicationTeamworkProject management

Certifications:HubSpot Certifications

Languages:English

Tech Stack:HubSpotSalesforceAI

Company Brief

Forward Financing

Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.

Industry: Lending

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Funding: Private Equity Backed

Headquarters: Boston, United States

Founded: 2012

Glassdoor: 4.7

Website LinkedIn Glassdoor

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Forward Financing

1 month ago

Senior Lifecycle/CRM Marketing Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Marketing & Growth

Key Responsibilities

•Journey Architecture & Execution: Develop, deploy, and manage complex, trigger-based customer journeys and automated workflows within HubSpot to deliver tailored, 1:1 customer experiences.
•AI-Native Operations: Use AI to draft, personalize, segment, summarize, QA workflows, and surface insights; pilot AI agents inside lifecycle touchpoints and evaluate new HubSpot AI features.
•Database Governance & Platform Health: Steward for HubSpot data integrity; implement automated data-cleaning, manage deduplication, list hygiene, and Salesforce/CRM integration sync and field mappings.
•Compliance & Best Practices: Maintain adherence to TCPA and CAN-SPAM and champion email/SMS deliverability and sender reputation best practices.
•Data, Insights & Intelligence: Turn campaign performance into actionable intelligence; build KPI reports and surface trends to enable leadership decisions.

Pay and Benefits

Salary: USD 125,000 - 145,000 annually

Perks:MedicalDentalVision401kRemote WorkWellness Stipend

Key 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 Workflows, Custom Objects, HubDB, Salesforce sync, and system mapping. HubSpot certifications strongly preferred.
•AI fluency demonstrated in work, with examples of AI improving speed or quality of delivery across content, analysis, or operations.
•Analytical depth and comfort in data, with ability to explain meanings and implications clearly.
•Problem-solving mindset: identifying root causes and building scalable, automated solutions to fix them.

Experience:4+ yearsFintechFinancial servicesAlternative lending

Skills:Analytical thinkingProblem-solvingCommunicationTeamworkProject management

Certifications:HubSpot Certifications

Languages:English

Tech Stack:HubSpotSalesforceAI

Company Brief

Forward Financing

Industry: Lending

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Funding: Private Equity Backed

Headquarters: Boston, United States

Founded: 2012

Glassdoor: 4.7

Website LinkedIn Glassdoor