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Crm Campaign Analyst Jobs
Company | Robertson & Company Ltd. |
Address | Greater Toronto Area, Canada |
Employment type | CONTRACTOR |
Salary | |
Category | Banking |
Expires | 2023-10-05 |
Posted at | 8 months ago |
Position Title: CRM Campaign Analyst
Business Line: GAM Distribution Support
Length of Contract: 12 months
Possibility of Extension?: Yes
Possibility of FTE?: Yes
Physical Working Location (required): FCP- Hybrid – 2-3 days a week
Hours of Operation: Standard 9-5
We are looking for a talented individual to join our CLIENT'S team in the position of CRM Campaign Analyst. The primary responsibility is to manage the strategic targeting of clients across the various distribution channels and product lines. This will be a proactive, data-centric individual, passionate about driving results through targeting and campaigns to identify key opportunities for the sales force.
This role will sit on the Salesforce team and will have direct exposure to sales leadership across all the distribution teams and product types.
Roles & Responsibilities:
• Take ownership of CRM based client engagement analytics to build out specific strategies for expanding buyers across all channels
o Lead new campaign development efforts
o Ensure campaigns are aligned across the sales teams
o Co-ordinate all campaign management across the sales teams & channels
o Cross pollinates effective targeting techniques across the teams
o Evaluate historical campaigns for effectiveness to enhance future targeting efforts
• Dashboard construction to visualize opportunities and growth
• End to end data evaluation and improvement of data systems and processes to enable effective targeting
o Optimize utility of recently upgraded CRM
o Ensure accuracy and integrity of data within CRM
• Hands on identification and resolution of data issues
• Evaluate marketing effectiveness ($ return on spend & KPI tracking)
Must Have Requirements:
• Salesforce Sales Cloud at least 2 to 3 years (Financial Services Cloud preferred 1 to 2 years)
• MS Office (must have Excel expert level)
• Strong communication skills
• Dashboard design & construction
• End - to - end campaign management experience
Nice To Haves:
• SQL familiarity (nice to have)
• SAS (nice to have)
• Pardot/account engagement (good to have)
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