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Associate, Salesforce Reporting

Full Time | Toronto

Responsibilities

  • Sales Dashboards: Creates and maintains dashboards for RPIA’s three sales channels: Private Investors, Institutions, and Retail Advisors to help track trends and metrics over time.
  • Sales Reports: Generates routine and ad-hoc reports for client-facing teams, covering various requirements to support sales, servicing, and marketing decision-making and insights.
  • Executive Dashboard: Prepares dashboards for senior leaders to support strategic planning and forecasts for client-facing initiatives and people management.
  • Marketing Integration: Builds dashboards and reports to automate marketing analytics and integrate with CRM data. Generates ROI reports for marketing campaigns to track effectiveness.
  • Data Optimization: Runs daily control reports to ensure the data quality and optimization of the CRM and all connected reports and dashboards.
  • User Stories: Gathers requirements and produces detailed, feasible user stories to guide the development of new features and enhancements for the CRM for all users and sales channels.
  • Project Management: Supports and project manages the development of new features and enhancements to the CRM, coordinating with external vendors to optimize relevant reporting.

  • Sales Support: Other roles and responsibilities related to managing the CRM and sales reporting.

Critical Competencies

  • Technical Knowledge – Strong understanding of Salesforce Financial Services Cloud (FSC) and CRM Analytics (CRMA), and managing multiple types of client data structures.
  • Communication – Excellent verbal and written communication and comprehension skills to collaborate effectively with a variety of internal stakeholders, understanding their requirements and writing detailed user stories.
  • Project Management – Excellent organizational skills to streamline enhancement and development projects relating to the CRM, ensuring buy-in and on-time deliverables from stakeholders across multiple departments.
  • Problem Solving – A solutions-oriented mindset paired with excellent analytical to solve problems thoughtfully and efficiently.
  • Attention to Detail – Exceptional attention to detail in delivering requirements to business users and managing ongoing enhancements to the specifications of business leaders.
  • Analytical Skills – The ability to decipher data structures, dependencies, and requirements to produce clean, well-sourced, and logically displayed reports.
  • Collaboration – Strong aptitude for working closely with senior executives and business development teams.
  • Business Acumen – Robust understanding of the business purpose and value of each request to intuitively add value through insightful outputs.

  • Initiative – Proactively identify the needs of the sales, client service, and marketing teams to equip the client teams with useful insights.

Requirements

  • Bachelor’s degree in Business, Information Technology, or a related field.
  • One (1) to three (3) years of experience working as a Business Analyst or similar. 
  • Experience with Salesforce CRM Analytics is mandatory; experience with Financial Services Cloud is an asset.
  • Proven experience in handling financial services sales data, upholding all best practices
  • Strong understanding of financial services and related Salesforce solutions.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

  • Bilingual in English and French is preferred. 

Additional Information:

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

  • Exceptional single and family benefits package that includes health, dental, and vision insurance plus additional Health Care Spending and Wellness credits. 
  • Homewood Health Employee and Family Assistance Program to support mental well-being and extends to all family members in your household.
  • Opportunities for professional and personal growth through:
  • Cross-functional Mentorship Program
  • Internally curated Leadership Skills training program 
  • Community outreach opportunities organized through our volunteer-led Allyship and Social committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our five core values: excellence, partnership, transparency, integrity, and community. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 120 employees and $19 billion under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.

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