Database Management & Data Hygiene
Identify and remove duplicate agent records in Insellerate using email addresses and mobile numbers
Maintain database accuracy through ongoing manual cleanup and validation
Audit email lists to identify invalid or non-compliant addresses that may impact campaign deliverability
List Building & Data Extraction
Generate targeted call lists from platforms such as Mailchimp, SlickText, and RETR based on location, production metrics, and partner status
Build and manage Excel-based datasets using advanced formulas to cross-reference multiple sources and eliminate duplicates
Event Registration & Data Coordination
Register agents for events by retrieving and verifying contact data from internal databases and external online sources
Accurately input and manage registrations within Eventbrite
Marketing & Testimonial Management
Extract agent testimonials from post-event SMS campaigns
Format and enhance testimonial content using Canva
Coordinate with the web team to update and publish testimonials on the website
Post-Event Data Processing
Collect and digitize agent referral data from physical lists following events
Input and organize referral data into internal systems for future marketing and follow-up

Advanced Excel skills (VLOOKUP, XLOOKUP, INDEX-MATCH, data cleaning, deduplication)
CRM/database experience (Insellerate, Salesforce, HubSpot, or similar)
Strong data hygiene and validation skills (email auditing, duplicate removal, accuracy checks)
Experience building segmented marketing lists (location, performance, engagement metrics)
Familiarity with tools like Mailchimp, SlickText, RETR, and Eventbrite
Ability to manage and structure large datasets across multiple sources
Experience with event registration and post-event data processing
Basic marketing support skills (testimonial extraction, formatting, Canva use)
High attention to detail and strong data accuracy mindset
Strong organizational skills and ability to work with repetitive, high-volume tasks

Data Analyst, Data Enrichment Specialist

Key skills