About the Role
We are seeking a Technical Marketing Data Coordinator to support and scale our customer and marketing data operations across a fast-growing portfolio of residential service brands. This role combines data extraction, CRM lists, and advanced Excel competencies to support customer acquisition, onboarding, engagement, and retention programs.
The ideal candidate thrives in environments where accuracy, structure, and process matter; enjoys working with complex customer datasets; and can balance independence with a strong responsiveness to direction. This is an excellent opportunity for someone who wants to build a marketing career from the ground up, being very technically data competent.
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Key Responsibilities
Data Management & Technical Operations
· 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
CRM & Marketing Systems
· 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.
Marketing Compliance & Governance
· 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.
Campaign Support & Customer Lifecycle Enablement
· 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.
Cross-Functional Collaboration
· Work with marketing, operations, and customer service teams to ensure data accessibility, alignment, and integrity.
· Communicate clearly and proactively regarding timelines, requests, and dependencies.
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Required Qualifications
· 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.
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Helpful Qualifications
· 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.
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What We Offer
· 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