Own data hygiene, segmentation, and campaign data workflow across marketing tools and CRM to support compliant, targeted communications.

• Manage, clean, organize, and interpret large, complex customer datasets using advanced Excel expertise (e.g., Power Query, VLOOKUP/XLOOKUP, pivot tables, etc.).
• Maintain rigorous data hygiene across marketing systems, CRM, and customer lists to support accurate list creation, targeting, and reporting.
• Clean data from multiple sources to be accurate and relevant to campaigns.

Responsibilities

• Create QR codes with specific campaign tracking to read campaign performance.
• Create redirect urls through WordPress for user friendly branded urls in marketing campaigns and materials that also provide tracking.
• Set up trackable phone numbers through Invoca to measure phone call volume from specific campaigns, down to effort, offer, and creative detail
• Understand basic CRM structure to accurately pull data sets, lists, and customer segments for campaigns.
• Ensure accurate list selection, data hygiene, and application to branded communications.
• Support compliance with CAN-SPAM, TCPA/SMS, and telephone marketing regulations across all outbound communications.
• Maintain opt-in, opt-out, suppression, and preference-center data with accuracy and consistency.
• Partner closely with the Customer Marketing Lifecycle Manager to supply accurate data segments for email, SMS, direct mail, and other customer communications.
• Assist in implementing customer onboarding, upsell, cross-sell, and retention campaign workflows.

Requirements

• 1-2 years of experience in a marketing data-focused role, possibly involving email, texting list creation and execution.
• Advanced Excel skills with demonstrated ability to clean and dedupe large lists.
• Direct experience working within a CRM, preferably HubSpot.
• Strong process orientation, detail focus, and commitment to data accuracy.
• Ability to be highly responsive to direction and feedback and work to deadlines
• Familiarity with CAN-SPAM, SMS/TCPA, and related outbound marketing compliance requirements.
• Excellent organizational skills and ability to manage multiple concurrent tasks or projects.

Preferred

• Experience with RealGreen by WorkWave or similar field service management software.
• Background in residential services, field services, or home services industries.
• Experience supporting or analyzing recurring revenue or subscription-based business models.
• Exposure to private-equity growth environments or multi-location operational businesses.
• Familiarity with WordPress url redirects, QR code generation, and phone tracking systems like Invoca.

Benefits

• Opportunity to join a rapidly expanding, private equity–backed platform company.
• Career growth into increasingly strategic customer lifecycle and marketing operations roles.
• Collaborative, supportive environment that values accuracy, initiative, and problem-solving.
• Competitive compensation and benefits