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

Lead lifecycle and CRM initiatives to drive scalable, AI-assisted customer journeys in HubSpot, owning data integrity, compliance, and actionable insights. Collaborate with marketing to optimize deliverability, build automated workflows, and translate campaign performance into strategic recommendations that move small businesses through their journey with Forward Financing.

Location: Ontario

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 and evaluate new HubSpot features for speed and quality improvements.
•Database Governance & Platform Health: Ensure HubSpot data integrity, automate data-cleaning, deduplication, list hygiene, and manage Salesforce/CRM integrations and field mappings.
•Compliance & Best Practices: Maintain adherence to TCPA and CAN-SPAM regulations and champion email/SMS deliverability and sender reputation.
•Data, Insights & Intelligence: Turn campaign performance into actionable intelligence; build KPI reports and surface trends to inform leadership decisions.

Pay and Benefits

Salary: CAD 125,000 - 145,000 annually

Perks:MedicalDentalVisionTime-offParental LeaveRrsp MatchWellness StipendRemote Work

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 through practical examples of speeding up delivery across content, analysis, or operations.
•Analytical depth with ability to explain data meaning and implications.
•Problem-solver who designs scalable, automated solutions and digs into root causes rather than symptoms.

Experience:4+ yearsFinTechMarketing operationsCRMHubSpotAI in marketing

Skills:CommunicationProblem-solvingAnalytical thinkingCollaborationAttention to detail

Certifications:HubSpot Certification

Languages:English

Tech Stack:HubSpotSalesforceCAN-SPAMTCPAAIAutomationWorkflow automation

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

Loading job details...

Preparing the role view and application actions.

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: Ontario

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 and evaluate new HubSpot features for speed and quality improvements.
•Database Governance & Platform Health: Ensure HubSpot data integrity, automate data-cleaning, deduplication, list hygiene, and manage Salesforce/CRM integrations and field mappings.
•Compliance & Best Practices: Maintain adherence to TCPA and CAN-SPAM regulations and champion email/SMS deliverability and sender reputation.
•Data, Insights & Intelligence: Turn campaign performance into actionable intelligence; build KPI reports and surface trends to inform leadership decisions.

Pay and Benefits

Salary: CAD 125,000 - 145,000 annually

Perks:MedicalDentalVisionTime-offParental LeaveRrsp MatchWellness StipendRemote Work

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 through practical examples of speeding up delivery across content, analysis, or operations.
•Analytical depth with ability to explain data meaning and implications.
•Problem-solver who designs scalable, automated solutions and digs into root causes rather than symptoms.

Experience:4+ yearsFinTechMarketing operationsCRMHubSpotAI in marketing

Skills:CommunicationProblem-solvingAnalytical thinkingCollaborationAttention to detail

Certifications:HubSpot Certification

Languages:English

Tech Stack:HubSpotSalesforceCAN-SPAMTCPAAIAutomationWorkflow automation

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