Senior CRM Data Analyst

Line of business:
Global Asset Management

Duration: 12 months (Possibility of Extension)

Location:

Downtown Toronto - Hybrid - 2 - 3 days in office (Tues, Wed & Thurs on site)

Reports to:

Product Owner, CRM

Reason why open:
New project

Project:
Data quality & data automation projects

Team size: immediate team 4

Team culture:
Team-oriented

Candidate value proposition:
High visibility across multiple business groups

We’re hiring a contract CRM Data Analyst to reconcile datasets with our CRM and prepare clean, enriched files for upload.

You’ll combine Excel (including fuzzy matching/Power Query) with structured rules and clear documentation to drive accurate, repeatable results.

This role suits someone who enjoys problem‑solving with imperfect data.

• Compare external data to CRM records and determine the correct matches.
• Use Excel lookups (and/or Power Query) and other techniques to automate matching.
• Apply judgment on ambiguous cases; validate results with supporting fields.
• Document matching scenarios, rules, and assumptions so the process is auditable and repeatable.
• Produce a final, enriched dataset ready for CRM import and maintain a clear audit trail.
• Maintain overall CRM system hygiene, ensuring data accuracy and completeness.

• 5+ yrs of experience in similar role
• Intermediate-Advanced Excel skills (XLOOKUP/INDEX-MATCH, Power Query; fuzzy matching).
• Experience with data reconciliation, deduplication, and quality checks across multiple sources.
• Strong documentation habits and attention to detail.
• Ability to document matching logic clearly so it can be repeated and automated
• Solid understanding of data quality management and validation techniques
• Familiarity with CRM platforms (e.g., Salesforce) and the asset/wealth management sector in Canada.
• Detail-oriented with a commitment to data accuracy and consistency

• Ability to script in Python (pandas) and/or write basic SQL is an asset.
• Experience with data integration and ETL processes (Extract, Transform, Load)
• Banking/Financial industry preferred

Disclaimer: AI may be used in evaluating candidates. This posting is for an existing vacancy.