Description
Summary:
Own and optimize borrower email/SMS lifecycle journeys from lead to repeat customer, focusing on conversion rates and revenue attribution.
Highlights:
1. Full lifecycle ownership from lead to repeat customer
2. Direct line to leadership with measurable revenue impact
3. Strong focus on CRM marketing and automation
About the role
Own borrower email/SMS lifecycle from lead to funding to repeat customer.
Why this role stands out
• Own the full lifecycle: lead ® funded ® repeat
• Total Expert, HubSpot, and SMS automation budget to match
• Direct line to leadership — measurable revenue impact
What you'll do
• Design and ship borrower lifecycle journeys (email + SMS)
• Improve lead-to-app and app-to-fund conversion rates
• Own past-borrower nurture for refi and HELOC opportunities
• Partner with sales on segmentation and trigger-based campaigns
• Report on campaign performance and revenue attribution
What you bring
• 4+ years lifecycle / CRM marketing in financial services or fintech
• Total Expert, HubSpot, Marketo, or comparable platform fluency
• Strong copywriting and segmentation instincts
• East Coast working hours preferred
Benefits & perks
• Health, dental & vision starting day 31
• 401(k) with 4% company match — immediate vesting
• Flexible PTO (15-day minimum, no maximum)
• Paid NMLS licensing, CE, and conference travel
• Modern tech stack: Encompass, Optimal Blue, Total Expert
• Quarterly team offsites and remote-first culture
Apply now: https://proficienthomefinance.com/careers