CRM & Marketing Analyst


Company :  Duca
Location :  Toronto, ON, Canada
Job Type :  Full-time
Job Status :  Permanent
CRM & Marketing Analyst

Job Purpose & Summary

Reporting to the AVP, Marketing, the CRM & Marketing Analyst is responsible for administering and enhancing DUCA’s CRM system (Microsoft Dynamics CRM) and aiding in automation of DUCA’s marketing programs. In addition, the incumbent will conduct a variety of data mining and analysis activities to inform the organization’s strategic decision making, as well as improve the effectiveness of tactical execution of marketing programs.

Key Accountabilities & Duties
  • Customizing, configuring, and maintaining the following components of DUCA’s CRM (Microsoft Dynamics CRM) and marketing automation (ClickDimensions) systems:
    • Forms (or the various screens in DUCA’s CRM system)
    • Entities and their relationships
    • Fields
    • Charts and Dashboards
    • Workflows and system automations
    • Goals, targets and various rollup queries
    • Users and Security Roles
  • Ensure all enhancements and updates to CRM meet Retail Distribution group’s reporting requirements
  • Work with Retail teams to obtain requirements for the design, build, and production of relevant reports and dashboards
  • Maintain a general understanding of the front-office business processes and sales activities, as well as how they relate to CRM
  • Provide first tier training and support to end users and Retail employees
  • Troubleshoot technical issues related to DUCA’s CRM system
  • Maintain DUCA’s CRM training documentation for both the front and back-offices (as the system evolves)
  • Mine data from DUCA’s Core Banking System, Loan Origination System, and web forms; make connections when required
  • Apply Business Analysis methodologies to aid in the future development and enhancements of DUCA’s CRM system
  • Provide analytical support and make fact-based recommendations for key strategic projects such as branch optimization, segmentation, product development and sales effectiveness enhancement
Occupational Experience & Education Requirements
  • Microsoft Dynamics CRM administration experience required
  • ClickDimensions marketing automation tool operation experience is preferred
  • University Degree in either Business, Information Technology, Computer Sciences; or relevant work experience
  • Experience in direct and digital marketing is a distinct asset
Knowledge, Skills & Attributes
  • Knowledge and experience in the financial services industry is an asset, but not essential
  • Strong understanding of data manipulation and integration techniques
  • Intermediate Excel skills and the ability to work with large data sets
  • Strong data visualization skills
  • General understanding of Business Analysis methodologies, requirements gathering, and business process modelling
  • Understanding of SQL and relational databases
  • Self-starter with a zest for coming to the table with unique ideas and solutions
Working Conditions
  • Occasional travel to one of DUCA’s 15 branch locations in the GTA may be required
Department: Marketing

Primary Location: 5290 Yonge Street, Toronto, ON, M2N 5P9

Employment Status: Full-time

Hours per Week: 38

Job Grade Level: 5

About DUCA

DUCA exists to help people do more, be more and achieve more with their money and their lives. We’re driven by a co-operative philosophy that puts our Members (and Owners) at the centre of every decision we make, gives them a voice in how we’re run, and rewards them for their loyalty by sharing our profits.

At DUCA, we’re dedicated to creating a positive environment where our employees have growth and development opportunities, a healthy work/life balance, opportunities to give back to the community, and a focus on doing what is right for our Members. DUCA offers a competitive total compensation package including base salary, a short-term incentive (bonus) program, a comprehensive benefits program, pension plan, and employee banking benefits.

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Qualified applicants are encouraged to submit their application. Applications must include both a resume and cover letter. We thank all applicants but only those considered for an interview will be contacted.
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