CRM Data Analyst

We are looking for candidates with strong technical expertise to fill this role. Below are the details of the position:

🏦 Industry: IT (Banking/insurance)

💼 Job Title: CRM Data Analyst

💻 Mode of Job: Hybrid

📍 Locations: Toronto

📅 Contract: 8 months

Schedule: M-F, core business hours – 37.5 hours per week, 7.5 hours per day

Overview

We are seeking a detail-oriented
CRM Data Analyst
to support data reconciliation and enrichment initiatives. In this role, you will work with external datasets and CRM records to produce accurate, clean, and structured data ready for upload. You’ll leverage advanced Excel techniques, structured logic, and clear documentation to ensure repeatable and auditable processes.

This position is ideal for someone who enjoys solving complex data challenges and working with imperfect datasets to deliver reliable outcomes.

Key Responsibilities

• Reconcile and match external datasets with CRM records to identify accurate relationships
• Utilize advanced Excel functions (e.g., XLOOKUP, INDEX-MATCH) and Power Query to automate matching processes
• Apply logical judgment to resolve ambiguous or incomplete data scenarios
• Validate results using supporting data fields to ensure accuracy and consistency
• Document matching logic, business rules, and assumptions for auditability and repeatability
• Prepare final, enriched datasets for CRM import with clear audit trails
• Maintain CRM data hygiene, ensuring completeness, consistency, and quality standards
• Collaborate with stakeholders to refine data processes and improve efficiency

Core Technical Skills

Required

• 5+ years of experience in data analysis, data reconciliation, or similar roles
• Intermediate to advanced Excel skills (XLOOKUP, INDEX-MATCH, Power Query, fuzzy matching)
• Strong experience with data reconciliation, deduplication, and data quality validation
• Ability to document processes, rules, and logic clearly for repeatability
• Familiarity with CRM platforms (e.g., Salesforce)
• Understanding of data quality management principles
• Experience working with datasets in the asset/wealth management or financial services sector
• High attention to detail and commitment to data accuracy

Preferred

• Experience in Canadian financial services or wealth management environments
• Exposure to CRM data migration or data cleanup projects

Nice to Have

• Basic scripting in Python (pandas)
• Working knowledge of SQL
• Experience with ETL processes (Extract, Transform, Load)

Soft Skills

• Strong analytical and problem-solving mindset
• Excellent documentation and communication skills
• Ability to work independently and manage ambiguity
• Detail-oriented with a structured approach to tasks

Education

• Post-secondary education in a relevant field (e.g., Data Analytics, Finance, Information Systems)

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit
https://dexian.com/
to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

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