Senior Lifecycle/CRM Marketing Specialist

Role Overview

We are looking for a Lifecycle/CRM Marketing Senior Specialist who wants to take real ownership of how Forward communicates with small businesses across their journey with us. You will be the engine behind our customer journeys that move entrepreneurs from their first touch with us to loyal customers that fund with us again and again.

What You Will Do

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: 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.

Why It Might Be a Fit

High-Impact & Data-Driven Opportunity: See the direct results of your work. Your campaigns will directly contribute to unlocking capital for small businesses across America. Mission-Driven Company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options.

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.
• AI fluency that shows up in your work.
• Analytical depth.
• 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.

Benefits

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