Position Title: CRM Data Analyst
Duration/end date: 12 months (possibility of extension and conversion)
Working hours: Standard 9 to 5 /37.5 hours/week
Working Location: FCP, Toronto
Is this role hybrid: Yes – 2 – 3 days in office (Tues, Wd & Thurs on site)

About the role
We’re hiring a contract CRM Data Analyst to reconcile datasets with our CRM and prepare clean, enriched files for upload.
You’ll 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 you’ll 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
- Intermediate–Advanced 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 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 50.18/hr.