Forward Financing
Financial Technology
SeniorLifecycle/CRMMarketingSpecialist
“Senior Lifecycle/CRM Marketing Specialist at Forward Financing. Develop customer journeys. Deploy automated workflows”
Industry & Context.
Root cause analysis; Troubleshooting
What They're Looking For.
Must Have
4+ years Marketing Operations, 4+ years Email Marketing, 4+ years Lifecycle Marketing, HubSpot expert, AI fluency, Analytical depth, Problem-solver, Builder instinct
Nice to Have
HubSpot certifications, FinTech experience, Financial services experience, Alternative lending experience
What You'll Do.
Develop customer journeys
Deploy automated workflows
Manage automated workflows
Use AI to draft content
Use AI to personalize content
Use AI to segment data
Use AI to summarize data
Use AI to QA workflows
Use AI to surface insights
Implement data-cleaning processes
Manage CRM integration sync
Manage field mappings
Maintain adherence to regulations
Champion email deliverability
Champion SMS deliverability
Surface meaningful trends
Translate performance data
How You'll Work.
Team & Collaboration
Digital Marketing Manager
Communication Scope
Executive presentations
Applying for this Senior Lifecycle/CRM Marketing Specialist role?
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How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
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- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
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What do employees actually say about Forward Financing?
Real rants from real employees. Read before you apply.