Lifecycle Marketing and CRM Manager

We are recruiting an experienced and highly self-sufficient Lifecycle Marketing & CRM Manager on behalf of a fast-growing, proprietary B2B financial services firm.

• Compensation: $105,000, $115,000 Base Salary + Initial Implementation Bonus + Performance Bonuses offered
• Role Type: Full-Time / Hands-On Department Lead

This individual will take full ownership of our client’s marketing automation, account reactivation, and backend campaign systems.

The focus of this role is entirely on improving internal follow-up efforts and client engagement through sophisticated reach strategies, optimized communication timing, and long-term relationship building. This is not a top-of-funnel lead generation role. The client already possesses high inbound volume and a massive database of active and dormant accounts. We need a hands-on systems operator who can organize, segment, track, and reactivate these high-value opportunities.

The ideal candidate functions as a technical CRM power-user and marketing systems architect. You must be able to independently build, optimize, and manage a full lifecycle marketing engine without relying heavily on outside support.

Compensation: Base Salary + Initial Implementation Bonus + Performance Bonuses

Core Focus & Expectations:

• Optimizing reach and follow-up on existing/dormant accounts
• Lifecycle campaigns based on behavior, transaction history, and intent
• Building automated, perfectly timed communication triggers
• Creating high-yield reactivation and retention strategies
• Blindly generating raw lead volume
• Tracking vanity marketing metrics
• Traditional "brand manager" or creative marketing
• Top-of-funnel acquisition without conversion strategy

Role Expectations

This individual will serve as the CRM, lifecycle marketing, and backend systems lead for the organization. You will be expected to:

• Operate with high autonomy, owning execution from strategy through technical implementation.
• Focus heavily on CRM structure, advanced automation, segmentation, and backend data integrity.
• Collaborate cross-functionally with leadership, sales, operations, and IT while maintaining independent momentum.
• Understand both the marketing and operational impacts of database management in a fast-paced environment.

Key Responsibilities

• Build and manage highly targeted campaigns for both active and dormant accounts to successfully re-engage and pull them back through the sales pipeline.
• Segment the database based on account behavior, historical lifecycle stages (e.g., funding/repayment status, renewal eligibility), explicit intent, and client data.
• Assign campaign tracking IDs, reference numbers, and unique links; build custom tracking systems to ensure bulletproof attribution and reporting.
• Fully manage HubSpot workflows, automation sequences, lead scoring, and pipeline architecture.
• Build dashboards and reporting structures tied directly to ROI, conversion performance, and pipeline velocity.
• Oversee live chat, web engagement opportunities, budget allocation for retention campaigns, and overall lead flow optimization.

Technology & Systems Ownership

Candidates must possess deep, hands-on experience independently building and maintaining the following infrastructure:

• CRM: HubSpot (Advanced workflow, sequence, and pipeline management)
• Productivity: Gmail / Google Workspace / Google Sheets (Advanced data manipulation)
• Marketing Tech: Attribution tracking tools, lifecycle automation platforms, and customer journey mapping software.
• Data Integration: Experience linking backend automation tools and process management systems.

Initial Implementation Incentive: A milestone-based bonus tied directly to the successful architecture, build-out, and launch of the full CRM and lifecycle marketing engine.

Ongoing Performance Bonuses: Quarterly or annual bonuses tied to measurable KPIs, including database reactivation success, pipeline contribution, campaign attribution accuracy, and ROI.

• The Mindset: You think like a hybrid of a data-driven marketer and an IT systems operator.
• The Experience: Proven track record of building and implementing CRM pipelines and lifecycle automation departments from scratch for small-to-medium-sized businesses.
• The Skillset: Mastery of customer journey mapping, advanced segmentation, and database optimization.
• Industry Background: Deep preference for candidates with experience in Merchant Cash Advance (MCA), alternative business funding, commercial lending, or high-velocity B2B sales environments.

Pay: $105,000.00 - $115,000.00 per year

Benefits:

• Paid time off

Experience:

• HubSpot: 3 years (Required)
• B2B marketing: 3 years (Required)
• Financial services: 3 years (Preferred)

Work Location: In person