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
Skills Required
- 4+ years lifecycle / CRM marketing experience in financial services or fintech
- Fluency with Total Expert, HubSpot, Marketo, or comparable CRM/marketing platforms
- Strong copywriting and segmentation instincts
- Experience designing and executing email and SMS lifecycle marketing
- East Coast working hours preferred
