Coordinator, Revenue Operations

Picton Mahoney; Toronto; On-site; CAD 55,000 - 60,000; Full time

Benefits offered by this job

Corporate fitness reimbursement

VersaFi memberships

Equity ownership program

Profit sharing

Health and wellness coverage

Paid time off and holidays

Training and development reimbursement

Health and dental benefits

Job summary

PICTON Investments is seeking a detail-oriented, data-driven Coordinator, Revenue Operations to join our Revenue Operations team. You will manage Salesforce data, generate reports, ensure CASL consent accuracy, and support cross-departmental data initiatives in a fast-paced, collaborative environment.

Reporting to the Director, Revenue Operations, this full-time, permanent role emphasizes data quality, KPI reporting, and proactive process improvement.

Qualifications

• Undergraduate degree in business, finance, information systems, or a related discipline.
• 1–2 years of experience in an administrative, operations, or data support role, preferably in financial services.
• Intermediate to advanced Excel skills.
• Experience with Salesforce reporting is an asset.
• Strong written and verbal communication skills.
• Strong organizational and prioritization skills, with exceptional attention to detail.
• Ability to work independently and collaboratively in a team environment.

Responsibilities

• Perform data entry and administration within Salesforce, supporting initiatives related to marketing insights, client information, and sales activities.
• Build and maintain standard Salesforce reports and dashboards for the sales teams, and prepare clean, validated data to support Revenue Operations' executive and KPI reporting.
• Ensure CASL compliance by maintaining and updating consents as required.
• Monitor data quality, resolve inconsistencies, and elevate data model or reporting logic issues to CRM Engineering and senior team members.
• Support CRM user requests, including troubleshooting and access management.
• Document processes and maintain data standards.
• Provide occasional administrative support to Sales Support and Marketing.

Skills

Excel skills

Salesforce reporting

Written and verbal communication

Attention to detail

Independent and team player

Education

Undergraduate degree in business/finance/information systems

Tools

Salesforce

Job description

Best Workplaces™ in Canada 2022 - 2026 | Best Workplaces™ with Most Trusted Executive Teams 2024 - 2026 | Best Workplaces™ in Financial Services & Insurance 2022 - 2026 | Best Workplaces™ for Mental Wellness 2023 - 2026 | Best Workplaces™ for Giving Back 2022 & 2024 | Best Workplaces™ for Inclusion 2021, 2024, 2026 | Best Workplaces™ for Women 2021 | Best Workplaces™ in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025 | Best Workplaces™ for Young Talent 2026

One of Canada’s Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn’t just what we do, it’s who we are.

Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canada’s most trusted investment brands, we are proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 233 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists. Managing $19.9 billion (as of September 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.

We’re more than investors we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors’ money like our own.
• Redefine the way investors invest.
• Be human, always approachable.
• Succeed together, one investment at a time.

These aren’t just words. They define how we think, how we invest, and how we work.

Now, we’re entering our next chapter. We’re transforming our brand and reshaping the way the world invests. If you think alternatively, embrace an entrepreneurial spirit, and thrive in a dynamic, bureaucracy-free environment, join us and be part of what’s next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do. At our firm, you’ll have the opportunity to take on significant responsibilities, work in a flexible environment, and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.

The Opportunity

We're looking for a detail-oriented and data-driven Coordinator, Revenue Operations to join our Revenue Operations team. If you enjoy keeping data clean, working in Salesforce, and turning CRM information into insights the sales teams can act on, this is a great opportunity to build your career in a collaborative and fast-paced environment.

Reporting to the Director, Revenue Operations, this full-time, permanent role will support the day-to-day administration of our Salesforce CRM, including data maintenance, sales reporting, and CASL consent management. You'll partner cross-departmentally to keep PICTON Investments' client and prospect data accurate, compliant, and aligned with business goals, and provide occasional administrative support to the Sales Support and Marketing teams. If you're a proactive doer with a passion for data and process improvement, we'd love to meet you!

The expected annual base salary range for this role is $55,000 to $60,000, with final base salary determined based on experience, skills, education, and internal equity.

At PICTON Investments, being employee-owned means we take care of our team and offer opportunities for top performers to participate in our equity ownership program over time. Eligible employees get access to a full benefits package, including profit sharing, health and wellness coverage, life and disability insurance, paid time off and holidays, learning and development programs, and more, many of which are fully covered or subsidized by us.

You’ll have the opportunity to learn and lead:

• Perform data entry and administration within Salesforce, supporting initiatives related to marketing insights, client information, and sales activities.
• Build and maintain standard Salesforce reports and dashboards for the sales teams, and prepare clean, validated data to support Revenue Operations' executive and KPI reporting.
• Ensure CASL compliance by maintaining and updating consents as required.
• Monitor data quality, resolve inconsistencies, and elevate data model or reporting logic issues to CRM Engineering and senior team members.
• Support CRM user requests, including troubleshooting and access management.
• Document processes and maintain data standards.
• Provide occasional administrative support to Sales Support and Marketing.

What We're Looking For:

• Undergraduate degree in business, finance, information systems, or a related discipline.
• 1–2 years of experience in an administrative, operations, or data support role, preferably in financial services.
• Intermediate to advanced Excel skills.
• Experience with Salesforce reporting is an asset.
• Strong written and verbal communication skills.
• Strong organizational and prioritization skills, with exceptional attention to detail.
• Ability to work independently and collaboratively in a team environment.

Our Commitment to Employees

At PICTON Investments, we take pride in enhancing our employees' experiences through a comprehensive suite of exceptional perks and programs. Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, maternity and parental leave top-up, recognition awards, semi-annual performance bonuses, a generous annual vacation entitlement (minimum of 15 days per year), training and development reimbursement, extensive health and dental benefits, a healthcare spending account, and more.

Equity and Diversity

PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at [phone] or at [e-mail].

PICTON Investments does not accept unsolicited resumes, emails, calls, or any other form of communication from third-party recruitment agencies. Any unsolicited outreach, including commercial electronic messages, will neither be acknowledged nor considered.

Please note: We use AI-assisted tools to support parts of our recruitment process, including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.