Manager, Business Intelligence & CRM

O’Dell HVAC Group; Burlington; On-site; CAD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive Salary & Profit Sharing

Health Spending Account & RRSP

Professional Development

Holiday Shutdown

Summer Fridays

Job summary

O'Dell HVAC Group is seeking a Manager, Business Intelligence & CRM in Canada to lead the BI reporting environment and CRM platform administration. You will work across departments to standardize KPIs, develop scalable reporting, and optimize CRM adoption to drive informed decisions.

You will collaborate with leadership to design data governance, integrations, and automated workflows, ensuring data accuracy and operational efficiency as the company grows.

Qualifications

• 5+ years in BI, analytics, CRM administration, or similar.
• Strong proficiency in Power BI, SQL, and data modelling.
• Experience with ERP systems; NetSuite is a plus.
• Able to translate business needs into actionable reporting.
• Excellent communication and stakeholder collaboration.

Responsibilities

• Develop, implement, and maintain Power BI reporting, dashboards, and management reports.
• Set KPIs, standards, and data definitions across departments.
• Integrate data from NetSuite, CRM, eCommerce, and other systems.
• Build data models, datasets, and DAX calculations for reporting.
• Administer and own the CRM platform; support implementation and enhancements.
• Collaborate with Sales, Marketing, and other teams to improve CRM usage.
• Create system documentation and user training materials.
• Monitor data quality and reporting accuracy; identify automation opportunities.

Skills

Business Analytics

Data Analytics

CRM Administration

Data Governance

Project Management

Education

Bachelors in Business Analytics/IT/CS

Tools

Power BI

SQL

NetSuite

CRM Systems

Job description

Who We Are

O'Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners, and contractors throughout Canada. Our success is fueled by our people-first culture, where teamwork, innovation, and professional growth are at the core of everything we do.

Why Work for O'Dell HVAC Group?

At O’Dell HVAC Group, we are committed to a people-first workplace. We offer:

• Competitive Salary & Profit Sharing – We recognize and reward contributions to our success.

• Comprehensive Benefits, Health Spending Account, & RRSP Plan – We invest in your well-being and future.

• Professional Development – We support continuous learning and career growth for all roles.

• Company-Wide Holiday Shutdown – Enjoy paid time off during the holiday season.
• Summer Fridays! – Wrap up early on summer afternoons!

We are seeking a Manager, Business Intelligence & CRM to join our team. Reporting to the Senior Vice President, Operations and Performance, you will play a key role in developing and managing our business intelligence reporting environment and overseeing the administration and optimization of our company-wide Customer Relationship Management (CRM) platform. This role combines hands-on technical expertise with business-focused collaboration to improve data accuracy, streamline reporting, and support informed decision-making across the organization. Working closely with leadership and departments across Canada, you will help establish scalable reporting solutions, strengthen CRM adoption, and identify opportunities for system improvements and automation as O'Dell continues to grow.

What You'll Be Doing

• Develop, implement, and maintain O'Dell's Microsoft Power BI reporting environment, including dashboards, scorecards, and management reports.
• Establish standardized key performance indicators (KPIs), reporting methodologies, and data definitions across departments.
• Integrate data from NetSuite, CRM, eCommerce, and other business systems to deliver accurate and meaningful reporting.
• Build and maintain data models, datasets, Power Query transformations, DAX calculations, and reporting processes.
• Act as the primary internal administrator and system owner of O'Dell's company-wide CRM platform.
• Support CRM implementation, configuration, maintenance, and ongoing system enhancements.
• Manage CRM workflows, pipelines, permissions, dashboards, and customer data standards.
• Ensure the accuracy, consistency, and integrity of customer, contact, opportunity, and activity data.
• Collaborate with Sales, Marketing, Customer Experience, Service, and other departments to understand reporting needs and improve CRM utilization.
• Develop system documentation, user guidelines, and training materials to support employee adoption and effective system use.
• Monitor CRM adoption, data quality, and reporting accuracy to identify opportunities for improvement.
• Identify opportunities to reduce manual reporting, automate workflows, and improve operational efficiency.
• Establish and maintain company-wide data governance standards and consistent sources of information.
• Work with IT, business leaders, and external vendors to support system integrations, troubleshooting, and improvements.
• Support the integration and standardization of business data and reporting processes across new locations and acquisitions.
• Other responsibilities as assigned.

What You Bring

• Post-secondary education in Business Analytics, Information Technology, Computer Science, Business Administration, or a related field.
• A minimum of five (5) years of experience in business intelligence, data analytics, CRM administration, or business systems management.
• Advanced proficiency in Microsoft Power BI, including Power Query, SQL, DAX, data modelling, data warehousing, ELT and dashboard development.
• Experience administering, configuring, and optimizing CRM platforms, including workflows, permissions, reporting, and data management.
• Strong understanding of data integration, reporting architecture, and data governance principles.
• Experience working with ERP systems; NetSuite experience is considered an asset.
• Demonstrated ability to translate business requirements into technical solutions and actionable reporting.
• Experience supporting system implementations, user training, and change management initiatives.
• Strong analytical and problem-solving skills, with the ability to identify trends, improve processes, and deliver practical solutions.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.
• Strong organizational skills and the ability to independently manage projects and competing priorities.
• Experience supporting a growing, multi-location organization is considered an asset.
• Familiarity with automation tools, AI-powered analytics, and emerging business technologies is considered an asset.
• Bilingualism in French and English is considered an asset, as this role will support teams across all regions of Canada.

At O'Dell HVAC Group, we may use AI-powered tools to support our recruitment process and improve efficiency, allowing our team to focus on what matters the most - getting to know our candidates. While AI may be utilized, all hiring decisions are made by our HR and management teams.

Accessibility Commitment

We’re all about building a workplace where everyone can thrive. We’re committed to fostering an inclusive, accessible environment in line with the Accessibility for Ontarians with Disabilities Act (AODA).

If you need accommodations during the hiring process or on the job, please contact us. We believe that accessibilityisn’tjust a requirement;it’spart of creatinga great placeto work for everyone.

For any accommodation requests or questions, reach out to Human Resources.

This job posting is for an existing vacancy.