Forward Financing · 2 weeks ago
Lifecycle/CRM Marketing Manager
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $130K/yr
5+ years expForward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. They are seeking a highly motivated Lifecycle/CRM Marketing Manager to design and optimize customer marketing campaigns throughout the customer lifecycle, driving business results and enhancing customer engagement.
FinanceFinancial ServicesFinTech
Responsibilities
Define and drive CRM strategy: Partner cross-functionally with stakeholders to develop new customer journeys and enhance existing ones to optimize for channel and creative effectiveness, all while driving improved conversion rates and funding volume
Manage a Lifecycle/CRM Sr. Specialist to build and execute customer journeys, while simultaneously managing key stakeholder relationships and agency partners to strategically grow and scale
Develop complex trigger-based customer journeys and workflows in our Marketing Automation Platform
Leverage segmentation and personalization to create tailored customer experiences in order to drive KPIs
Write compelling, high-converting copy that adheres to brand guidelines and develop detailed creative briefs for design partners, when applicable
Leverage AI tools for content creation, personalized experiences, optimization, and piloting AI agents to improve conversion across key journey touchpoints
Data-driving insights: Dive into CRM performance data and own reporting on KPIs. You’ll share in-depth analyses, identify key trends, uncover opportunities, and provide actionable insights that directly influence the strategy
Establish and manage a formal A/B and multivariate testing framework to continuously optimize messaging, creative, segmentation, and timing, with an emphasis on achieving measurable results
Oversee the Marketing Automation/CRM platform (HubSpot), which includes workflow management, data integrity, and campaign segmentation logic
Partner with key business stakeholders (e.g., Sales, Product, and Customer Service) to align communication efforts, ensure campaign relevance, and identify new opportunities
Maintain a deep understanding of email/sms best practices, sender reputation, and communication compliance regulations (e.g., CAN-SPAM, TCPA)
Qualification
Required
At least 5-7 years of experience in CRM, Lifecycle, or Email Marketing roles, preferably within a high-growth FinTech or Financial Services environment. Management experience is a plus
Strong hands-on experience in a leading enterprise Marketing Automation/CRM platform (e.g., HubSpot, Salesforce Marketing Cloud)
Deep understanding of data and analytics and how to use findings to uncover new opportunities and future tests
Proven ability to analyze campaign performance data and clearly communicate strategic insights and recommendations
Expertise in audience segmentation, personalization tactics, and leveraging dynamic content to deliver 1:1 experiences at scale
Exceptional ability to manage multiple complex projects simultaneously, from ideation and requirements gathering to execution and final reporting
Benefits
Medical
Dental
Vision
Commuter benefits
Flexible time-off policy
Paid parental leave
401k match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Jason Mullins
President & Chief Executive Officer
Justin Bakes
Co-founder & Executive Chairman
Recent News
Company data provided by crunchbase