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Job Description
Lifecycle Marketing and CRM Manager Confidential Hollywood, FL Job Details Full-time $105,000 - $115,000 a year 1 hour ago Benefits Paid time off Qualifications Systems integration Google Sheets Data Integration (Data management) Tooling Customer segmentation analysis HubSpot Marketing Hub Email marketing segmentation SQL Small business experience B2B business model Database management Technology management JavaScript Relationship management Sales pipeline management Financial services Marketing analytics Lead Segmentation CRM system proficiency Database marketing Productivity software Gmail HubSpot Email automation B2B marketing Sales automation technologies HTML Full Job Description We are recruiting an experienced and highly self-sufficient Lifecycle Marketing & CRM Manager on behalf of a fast-growing, proprietary B2B financial services firm.
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)
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)