Associate, Salesforce Reporting

RP Investment Advisors LP; Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

A financial services firm in Toronto is searching for a full-time Associate, Salesforce Reporting. This role entails creating and maintaining reports and dashboards within Salesforce to support sales and marketing efforts. Key qualifications include a Bachelor's degree in a relevant field and experience with Salesforce CRM Analytics. The ideal candidate will excel in communication, analytical skills, and attention to detail, contributing to effective client services.

Benefits

Comprehensive health, dental, and vision insurance

Employee and Family Assistance Program

Leadership Skills training program

Community outreach opportunities

Qualifications

• 1-3 years of experience as a Business Analyst or similar.
• Bilingual in English and French is preferred.
• Strong understanding of Salesforce Financial Services Cloud.

Responsibilities

• Create and maintain sales dashboards for all sales channels.
• Generate routine and ad-hoc sales reports.
• Prepare executive dashboards for senior leaders.

Skills

Salesforce CRM Analytics

Financial services sales data

Excellent communication

Attention to detail

Analytical skills

Education

Bachelor’s degree in Business, IT, or related field

Tools

Salesforce Financial Services Cloud

Job description

Overview

We are currently seeking a full-time permanent Associate, Salesforce Reporting to join our Marketing & Sales Enablement team.

As the Associate, Salesforce Reporting, you will play a crucial role in supporting our sales and marketing teams through insightful reports and dashboards. Reporting to the Director, Marketing & Sales Enablement, you will be responsible for creating, maintaining, and managing reports and dashboards within the Salesforce CRM as well as other internal and external databases. Your work will directly impact the effectiveness of our sales and marketing teams, empowering them to make timely and strategic decisions to achieve sales objectives and constantly improve the RPIA client experience.

The duties and responsibilities of the Associate, Salesforce Reporting include but are not limited to :

• 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.

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.
• 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.

Additional Information

• Position Type: Full-Time Permanent
• Work Location: Toronto
• To learn more about life at RPIA, visit https://rpia.ca
• Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/859829658/

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 :
• Internally curated Leadership Skills training program
• Community outreach opportunities organized through our volunteer-led Allyship and Social committees.

Equal Opportunity Employer

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 [e-mail] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving Back. 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 approximately $18 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.

Seniority level: Associate

Employment type: Full-time

Job function: Marketing, Project Management, and Analyst

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