Senior Lifecycle/CRM Marketing Specialist

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

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. Working closely with the Digital Marketing Manager, you will be responsible for building automation that scales, designing systems that hold up under growth, and using AI to do the work of a much larger team.

This role is for someone who genuinely loves the craft and thrives on building things that deliver impact and results — who follows HubSpot product updates closely, holds informed views on deliverability, and would rather build a better workflow than work around the existing one.

In the role you will:

• 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. 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.

• Database Governance & Platform Health: 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.

• Compliance & Best Practices: Maintain adherence to communication regulations (TCPA, CAN-SPAM) and champion email/SMS deliverability and sender reputation best practices.

• Data, Insights & Intelligence: 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.

Why You Should Apply:

• 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.

• Flexibility is a Top Priority: Our Employee Choice policy empowers you to choose where you work best—whether that’s from home, in the office, or a combination of both—with flexible hours.

Role 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.

Compensation:

Annual Targeted Salary: $125,000 – $145,000 USD

Annual Target Bonus: 10%

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.

Total Rewards:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations. Please note: While we offer workplace flexibility, work outside of the employee's approved home country (including short-term international travel) is limited to a maximum of two consecutive weeks per occurrence due to tax and compliance regulations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

Our Core Values:

• Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.

• Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $3.5 billion in funding to more than 71,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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