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. 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
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
Forward Financing is a financial services company that provides fast, flexible funding solutions to small businesses that have been underserved by traditional financing options. The company serves entrepreneurs across America with alternative lending products designed to unlock capital quickly. Forward positions itself as a trusted source of funding that helps small business owners access the capital they need to grow and succeed. Their mission centers on democratizing access to financing for underserved small business segments.
