CRM Data Analyst

Job Description

BMO is currently sourcing for a CRM Data Analyst to support data quality and automation projects. This is a hybrid contract role in Toronto (2-3 days in office per week).

Role Overview:
The CRM Data Analyst will reconcile datasets with the CRM and prepare clean, enriched files for upload. This role focuses on utilizing Excel's advanced features to drive accurate data matching and validation while improving overall data integrity, making significant contributions to the organization’s data quality initiatives.

Key Responsibilities:
- Compare external data to CRM records and determine correct matches.
- Use Excel lookups and Power Query to automate data matching processes.
- Validate matching results with supporting fields and apply judgment in ambiguous cases.
- Document matching scenarios, rules, and assumptions for process auditability.
- Produce enriched datasets ready for CRM import and maintain an audit trail.
- Ensure overall CRM system hygiene and data accuracy.
- Collaborate with team members to streamline data processes.

Must-Have Skills:
- 5+ years of experience in a similar role (intermediate to senior level).
- Proficiency in Excel (XLOOKUP, INDEX-MATCH, Power Query, fuzzy matching).
- Experience in data reconciliation, deduplication, and quality checks.
- Strong documentation skills with attention to detail.
- Understanding of data quality management and validation techniques.
- Familiarity with CRM platforms (e.g., Salesforce) and the Canadian asset/wealth management sector.

Nice to Have Skills:
- Ability to script in Python (pandas) and/or basic SQL knowledge.
- Experience with data integration and ETL processes.
- Background in the banking or financial industry is preferred.

Ideal Candidate:
- Demonstrates a strong commitment to data accuracy and consistency.
- Has a proactive approach to problem-solving with imperfect data.
- Possesses ability to articulate complex data processes clearly to stakeholders.

Qualifications

About the BMO Contractor Talent Network

This contract job with BMO has been posted by Procom, BMO's recruitment service partner supporting the BMO Contractor Talent Network.

Should you be selected for this contract engagement, Procom will act as the employer of record or the agency of record for your contract engagement.

To find out more visit https://bmo.clientconnections.com.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.