CRM Support Specialist

4 weeks ago

Toronto, Ontario, Canada CB Canada Full time

CRM User Support Analyst

At CB Canada, we are seeking a skilled CRM User Support Analyst to join our team. As a CRM User Support Analyst, you will be responsible for providing direct support to users in the use of CRM applications, communicating with users across capital markets, and responding to requests for assistance via email or phone.

Key Responsibilities:

  • Provide direct support to users in the use of CRM applications
  • Communicate with users across capital markets
  • Respond to requests for assistance via email or phone
  • Accountable for the resolution of issues raised by users
  • Collaborate with Technology to investigate problems and recommend/implement solutions
  • Complete data work for projects, including data cleanup and maintenance
  • Develop and maintain data cleansing
  • Maintain status of user requests as part of the CM CRM Support model
  • Translate business requirements into appropriate application functionality
  • Support users through ad-hoc reporting
  • Respond to user requests for help on existing requests
  • Work closely with Business & Client Analytics teams to action or fulfill reporting requests

Requirements:

  • Knowledge of CRM or Capital Markets Data
  • University degree/college diploma or equivalent specializing in business or technology
  • 3-5 years of general business experience
  • Previous experience in a user support role
  • Verbal and written communication skills, attention to detail, customer service, and interpersonal skills
  • Motivated team player
  • Ability to ask questions when in doubt
  • Hard working with effective communication

Preferred Skills:

  • Ability to work independently and manage one's time
  • Experience with Sales Force is an asset
  • Capital Markets data knowledge desirable
  • Previous experience with computer applications, such as Microsoft Word and Excel, good Excel skills

Assignment Details:

Assignment start date: ASAP

Assignment location: Toronto, ON (hybrid)

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