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Position Title: CRM Data Analyst Duration: 12 months (possibility of extension and conversion) Working hours: Standard 9 to 5 /37.5 hours/week Working Location: Toronto, ON Is this role hybrid: Yes 2 3 days in office (Tues, Wd & Thurs on site) About the role Were hiring a contract CRM Data Analyst to reconcile datasets with our CRM and prepare clean, enriched files for upload. Youll combine Excel (including fuzzy matching/Power Query) with structured rules and clear documentation to drive accurate, repeatable results. This role suits someone who enjoys problem-solving with imperfect data. What youll do - Compare external data to CRM records and determine the correct matches. - Use Excel lookups (and/or Power Query) and other techniques to automate matching. - Apply judgment on ambiguous cases; validate results with supporting fields. Document matching scenarios, rules, and assumptions so the process is auditable and repeatable. - Produce a final, enriched dataset ready for CRM import and maintain a clear audit trail. - Maintain overall CRM system hygiene, ensuring data accuracy and completeness. MUST HAVE - 5+ yrs of experience in similar role - IntermediateAdvanced Excel skills (XLOOKUP/INDEX-MATCH, Power Query; fuzzy matching). - Experience with data reconciliation, deduplication, and quality checks across multiple sources. Strong documentation habits and attention to detail. - Ability to document matching logic clearly so it can be repeated and automated Solid understanding of data quality management and validation techniques - Familiarity with CRM platforms (e.g., Salesforce) and the asset/wealth management sector in Canada. - Detail-oriented with a commitment to data accuracy and consistency Nice to have - Ability to script in Python (pandas) and/or write basic SQL is an asset. - Experience with data integration and ETL processes (Extract, Transform, Load) - Banking/Financial industry preferred Any specific education/certifications: Post secondary education