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.
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.
Support recurring revenue marketing strategies with data insights, segmentation, and customer behavior analysis.
Work with marketing, operations, and customer service teams to ensure data accessibility, alignment, and integrity.
Communicate clearly and proactively regarding timelines, requests, and dependencies.
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.
Tech Stack
WordPress
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.