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Jacob Gordon

Jacob Gordon
With over seven years of experience in customer success and account management, Jacob works on the Client Success team as a Manager of Digital Marketing. He enjoys helping clients tackle problems and achieve their marketing goals through effective campaign development and management. In past roles, Jacob has effectively onboarded financial institutions to a purpose-built CRM, helped nonprofits, creators, and small businesses design and launch custom e-commerce shops, and drove brick-and-mortar business for a global specialty retailer.

Recent Posts

Automate Member Anniversary & Birthday Emails with HubSpot’s New Filters

Posted February 24, 2025
2 minute read
For credit unions looking to streamline their member engagement, HubSpot’s latest update—the Anniversary Filters Beta—introduces a great feature for automating recurring events like birthdays and anniversaries. If your credit union isn’t already pulling in “Next Birth Date” as a field, this update offers a simpler way to manage these important dates.
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Topics Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration, Financial Institutions