Senior Lifecycle, CRM Marketing Specialist

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Forward Financing

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• Develop, deploy, and manage complex, trigger-based customer journeys and automated workflows within HubSpot to deliver tailored, 1:1 customer experiences. • Treat AI as a core part of how the work gets done. Use AI to draft, personalize, segment, summarize, QA workflows, and surface insights more quickly than any team could manually. Pilot AI agents inside lifecycle touchpoints, evaluate new HubSpot AI features as they release, and bring back what proves valuable. The measure is not whether you used AI, but how much speed and quality it unlocked across your work. • Act as the steward for HubSpot data integrity. Implement automated data-cleaning processes, manage deduplication, oversee list hygiene, and manage the Salesforce/CRM integration sync and field mappings. • Maintain adherence to communication regulations (TCPA, CAN-SPAM) and champion email/SMS deliverability and sender reputation best practices. • Turn campaign performance into intelligence the business can act on. Build KPI reports that teams actually use. Surface meaningful trends early. Translate performance data into clear recommendations a leader can move on with confidence. The bar here is not reporting — it is intelligence that changes decisions.

🎯 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. Advanced Workflows, Custom Objects, HubDB, Salesforce sync, and system mapping. HubSpot certifications strongly preferred. • AI fluency that shows up in your work. You can point to specific examples where AI meaningfully improved how quickly or how well you delivered — across content, analysis, operations, or all three. • Analytical depth. You are comfortable in the data and equally comfortable explaining what it means. • Problem-Solver: You don't just find broken processes; you love digging into the technical root cause and building scalable, automated solutions to fix them. Builder instinct. You pursue root causes rather than symptoms, and you leave behind systems other people can run.

🏖️ Benefits

• medical, dental, vision • flexible time-off policy • paid parental leave • RRSP match • wellness reimbursement • volunteering days • annual professional development budget • charitable donation match