CRM Coordinator

2 months ago

Toronto, Canada BDO Full time

**Putting people first, every day**

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

**Your Opportunity**

BDO Canada is seeking a motivated **CRM Coordinator **to join our team. In this remote role, you will have the chance to learn, grow, and contribute to enhancing our CRM systems and processes. We're looking for someone who is eager to learn, can think creatively, and is ready to take on challenges. Previous experience in a support role is a strong advantage.

**Key Accountabilities and Responsibilities**
- Ensure accuracy of data in Dynamics CRM, including Accounts, Leads, Opportunities, and Contacts.
- Collaborate with Partners, Managers, and the Business Development team to ensure opportunities are actively managed.
- Develop and update training materials.
- Onboard and train new CRM users.
- Provide support for CRM-related inquiries.
- Monitor and assist users through AssistMe tickets, collaborating with other teams to resolve system integration requests.
- Prepare and create ad-hoc reports to support Operations and CRM users.
- Perform other tasks as assigned to support the team and enhance CRM functionality.

**How We Define Success for Your Role**
- You demonstrate BDO's core values through all aspect of your work: Integrity, Respect & Collaboration
- You understand your client's industry, challenges, and opportunities; client describe you as positive, professional, and delivering high-quality work
- You identify, recommend, & are focused on effective service delivery to your clients
- You share in an inclusive & engaging work environment that develops, retains & attracts talent
- You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
- You grow your expertise through learning & professional development

**Your experience and education**
- 2+ years in an administrative, consultant, or similar support role.
- Previous experience at a professional services firm is an asset.
- Working knowledge of Dynamics CRM is a plus.

Proficiency in Microsoft Office (Word, Excel, Outlook).
- Prior experience with WalkMe is advantageous.
- Strong data collection and analytical skills, with attention to detail.
- Exceptional focus on accuracy and thoroughness in all tasks.
- Strong ability to identify issues and develop effective solutions.
- Ability to quickly adapt to changing requirements and business needs.
- Excellent written and verbal communication skills.
- Proven ability to work collaboratively within a team, ask insightful questions, and think outside the box.
- Eager to learn, develop new skills, and grow professionally.
- Ability to communicate in French is an asset.

**Why BDO?**

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2024. This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences.

Our firm is committed to providing an environment where you can be successful in the following ways:

- We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
- We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
- We support your achievement of personal goals outside of the office and making an impact on your community.

**Giving back adds up**:Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

**Total rewards that matter**:We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.

**Flexibility**:All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

**Code of Conduct**:Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding princ

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