CRM Data Analyst - 86984

Line of business: Global Asset Management

Duration: 12 months (Possibility of Extension)

Location: Downtown Toronto - Hybrid - 2 - 3 days in office (Tues, Wd & 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: Collaborative

Candidate value proposition: High visibility across multiple business groups

About the role

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.

What you’ll do

- 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.

MUST HAVE

- 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

Nice to have

- 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

Interview process: Minimum 2 rounds / Teams with camera on

Interview dates: Week of March 30th or earlier

How many rounds: 1 with hiring manager & 1 panel - could be a 3rd