Business Intelligence Relationship Consultant
Core
Support data, CRM, reporting, and operational processes enabling Canadian Retail Wealth sales teams to execute effectively.
Role type
Business Intelligence Relationship Consultant
Builds
CRM data, reporting outputs, territory plans, and campaign targeting for sales leaders and field teams.
Domain
Canadian retail wealth distribution and sales operations
Deliverable
dashboards & analysis
Required skills
CRM platform proficiency, data accuracy management, territory planning, campaign coordination, reporting analysis, stakeholder communication
Preferred skills
Bilingualism (English/French), experience in Canadian retail wealth marketplace
Technologies
Salesforce, SS&C SalesConnect, CRM Analytics, Power BI, Tableau, Excel
Responsibilities
Maintain and improve advisor, dealer, branch, and campaign information across key platforms; support territory planning and sales desk assignments; clarify needs and coordinate execution with sales leaders and stakeholders; turn business questions into clear reporting and CRM requirements.
Seniority
Mid-level, hands-on IC
