Client Data Manager

Client Data Manager - Unison Division (Hybrid, Raleigh or Charlotte, NC)

1240 Kirkland Rd. if Raleigh

1392 Center Park Dr. if Charlotte

Apply directly at www.southernor.com/careers.

Own the partner relationships, customer communications, and data behind Unison's community programs.

About Unison

Unison is SOR's residential brand. Through community partnerships, we bring dryer vent cleaning, gutter cleaning, pressure washing, turf care, and trash bin cleaning to homeowners. Our technicians do the work in the field, and this role keeps the partners, lists, and communications behind it accurate. Learn more at unison-cs.com and southernOR.com.

The role

You'll own each account from launch to renewal and keep every customer communication, client list and program record accurate. That includes what we call Community DNA, the details of each neighborhood and its clients: grass type, eligible services, services signed up for, and how often. You'll plan and run community launches and marketing campaigns, handle every opt-out and unsubscribe, run regular audits, and keep track of deadlines and due dates. You'll work every day in Unison's proprietary platform, Excel, email, Mailchimp and AI tools. You'll report to the President of Unison. We're looking for someone who sees the whole picture, builds trust with partners, speaks up the moment something looks wrong, and uses AI to work faster while checking everything it produces.

This role has in-office days either in our Raleigh or Charlotte office.

What you will do

Account management

• Own relationships with management company partners and their community managers, and serve as their trusted, go-to contact

• Plan and run community launches from start to finish, including community lists, board notices, approvals, launch dates and registration windows

• Confirm every community list, service eligibility and program date with the partner

• Lead regular account reviews that cover registrations, orders, service results and issues

• Find opportunities to grow accounts through added services and higher homeowner participation

• Resolve partner concerns quickly and get to the cause, so the same problem doesn't come back

Marketing and communications

• Own every customer and homeowner communication, including templates, segments, timing and accuracy

• Build, schedule and send email campaigns in Mailchimp

• Keep the promotional communication calendar and the service fulfillment calendar separate, and keep the details of each launch accurate

• Track campaign performance, including deliverability, opens, clicks, registrations and orders, and use the results to improve future sends

• Work with marketing on messaging, offers and partner-facing materials

Data accuracy and compliance

• Maintain client lists and Community DNA across the Unison platform, Excel and Mailchimp so all three always match

• Process every opt-out and unsubscribe with 100% accuracy and within required timeframes

• Check every outbound list against suppression lists and partner-approved community lists before it's sent

• Run regular audits of data and communications, find the cause of errors, and fix them

• Keep the master calendar of launches, deadlines and due dates, and remind owners ahead of time

• Build and maintain spreadsheets, checklists, dashboards and reports

• Use AI tools to work faster, and check their output against source data

• Ability to work across cross-functional teams

• Raise errors and risks promptly, including your own, and bring a recommendation with them

Requirements

• Bachelor's degree plus 3 years of relevant experience in account management, program management or marketing operations, or a high school diploma or equivalent plus 6 years

• Proven experience managing B2B client relationships, ideally with multiple stakeholders on each account

• Advanced Excel skills, built independently of AI, including lookups, pivot tables, complex formulas and data cleanup

• Hands-on experience with Mailchimp or a similar email marketing platform, including lists, segments, tags and campaign reporting

• Exceptional attention to detail and a record of accurate work

• Sound big-picture judgment, with the most care applied where an error would cost the most

• Willingness to speak up promptly when something looks wrong, whoever made the mistake

• Ability to use AI tools to increase productivity while checking every output

• Excellent written and verbal communication skills, including confident, professional communication with partner executives

• Hybrid schedule, Monday through Friday, with in-office days set by business needs, based near Raleigh or Charlotte

• Reliable internet and a secure workspace when working remotely

• Occasional after-hours work when deadlines require

Preferred

• Experience with customer databases or CRM systems

• Knowledge of email and text message compliance, including opt-out requirements

• Experience conducting data audits

• Background in service-based industries or field operations

Compensation and benefits

• Salary, paid weekly

• 401(k) with company match

• Subsidized health insurance

• Supplemental insurance (dental, vision, disability, and more)

• Paid time off and paid holidays

Before you apply

We never use AI to review applications or dismiss candidates.

SOR is an equal opportunity employer. Applicants must be authorized to work in the U.S.; we do not sponsor visas. SOR uses E-Verify. Demographic information may be requested for EEO reporting purposes; providing it is voluntary. We do not accept unsolicited resumes or recruiter outreach; please apply directly at www.southernor.com/careers.

Department

Operations

Employment Type

Full-Time

Minimum Experience

Senior Manager/Supervisor

Compensation

$75K - $85K