CRM & Lifecycle Marketing Manager

Job Description

Job Description

We Are Seeking

We are seeking a highly self-sufficient CRM & Lifecycle Marketing Manager to take full ownership of our marketing automation, lead reactivation, and backend campaign systems.

This role is not focused on generating new leads—we already have strong lead volume and a large base of active and dormant merchants.

The priority is improving reach, re-engaging dormant leads, building stronger follow-up systems, and creating automated campaigns that drive better conversions and long-term pipeline growth.

We need someone who can function as both a marketer and a systems operator—someone with strong CRM, automation, backend process, and IT-minded problem-solving experience who can build and manage these systems independently.

What You’ll Be Doing

• Build and manage multi-channel campaigns (Email, SMS, Direct Mail)
• Create lead reactivation strategies to convert dormant leads
• Handle full CRM integration and automation using HubSpot or similar platforms
• Segment leads based on behavior, repayment stage, intent, and customer data
• Write or oversee high-converting messaging and campaign flows
• Track performance (open rates, conversions, ROI, and pipeline contribution) and continuously optimize results
• Work directly with leadership to scale campaigns and improve long-term revenue performance

Role Overview

You will own the backend marketing engine—building the systems that ensure the right merchants receive the right message at the right time.

This includes campaign automation, customer lifecycle management, lead segmentation, attribution tracking, reporting, and re-engagement strategy.

You’ll work closely with leadership, sales, operations, and IT, but this role is a hands-on high level management position, not a support role.

Requirements

• Strong hands-on experience with HubSpot or similar CRM/automation platforms
• Proven experience building lifecycle campaigns and CRM workflows from scratch
• Strong understanding of segmentation, automation, attribution, and lead management
• Experience optimizing dormant leads and improving lead conversion
• Strong backend, systems-thinking, and operational problem-solving skills
• Ability to work independently and take full ownership of outcomes
• Experience in financial services, MCA, or high-ticket sales is a strong plus

Schedule

Monday–Thursday: 9:00 AM – 6:00 PM
Friday: 9:00 AM – 3:00 PM

This is a salaried role with expected flexibility based on workload and business needs.

Benefits

• 10 days paid time off
• Paid holidays
• Initial Implementation Incentive bonus
• Ongoing performance-based bonus structure
• Opportunity to build and lead a core revenue-driving function

Direct Capital Fund is a fast-growing financial services firm built by experienced operators and sales professionals. We value accountability, efficiency, and clear communication. Our culture supports high performers who take ownership of their work and contribute meaningfully to team success. We operate in a high-volume, fast-paced, execution-focused environment where organized, proactive professionals play a direct role in daily funding success.

Company Description

Direct Capital Fund is a fast-growing financial services firm built by experienced operators and sales professionals. We value accountability, efficiency, and clear communication. Our culture supports high performers who take ownership of their work and contribute meaningfully to team success. We operate in a high-volume, fast-paced, execution-focused environment where organized, proactive professionals play a direct role in daily funding success.