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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
***this role is a temporary 12 month assignment**
Prospr by Sun Life is on an exciting journey to create a hybrid human and digital advice channel powered by a team of advisors and supported by a digital engagement platform.
If you are interested in joining an entrepreneurial, growth-focused and highly collaborative team, this role might be right for you
**What will you do?**
Reporting to the Director, Business Growth and Strategy, Prospr by Sun Life, you will be asked to wear many hats and contribute across several functions, including:
- Executing on Vendor/ Partnership reporting and administration of monthly billing and data request.
- Reviewing and reporting on Client campaign engagement/ sales activities.
- Updating and presenting to key stakeholders on progress of campaigns and sales activities.
- Sorting through and ensuring the integrity of data on the Salesforce CRM, ensuring accurate and reliable information for effective sales and business decisions.
- Accurate and efficient entry of leads data into the Salesforce CRM and collaborate with team members to continuously improve distribution workflows.
- Work with other team members to develop net new pilot projects, test plans, and campaign strategies.
- Analyzing data using reporting functionality of the Salesforce CRM and Microsoft Excel and leveraging insights to drive informed business decisions and work with team members to drive strategic initiatives.
- Foster and maintain collaborative relationships with key internal and external stakeholders to support the achievement of deliverables and overall objectives.
- Ability to prioritize competing requests from multiple partners and multi-task a variety of requests at one time
- Support inquiries from key internal and external partners and provide timely responses
**What you need to succeed?**
- Proven experience in data analysis and reporting, preferably using the Salesforce CRM, Tableau or another similar platform.
- Proven balance of analytical and creative problem-solving skills, ability to focus on the critical business issues in a data-driven and fact-based manner.
- Understanding of CRM data structures and integrity principles and proficiency with extraction and manipulating data with Microsoft Excel.
- Strong analytical skills with the ability to interpret complex data sets and draw actionable insights.
- Strong time management skills
- Collaborative mindset with the ability to work with cross-functional teams to understand reporting needs and deliver timely insights.
- Education or experience in a relevant field, such as, Business Analytics, Data Science, Marketing, or a related discipline.
- Confident, charismatic relationship-builder with dynamic and compelling influencing skills
- Ability to effectively manage relationships across the organization to deliver on key business targets and related business outcomes.
- Strong team player
- Consistent and dedicated work ethic with the ability to prioritize and meet tight timelines in a complex, fast-paced, and challenging business environment
- Driven, with the ability to think critically and have confidence in decision-making.
- 2+ years relevant financial services experience is an asset.
- As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required **for Quebec only** for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
**What's in it for you?**
- The opportunity to move along a variety of career paths with amazing networking potential.
- An environment of continuous learning, development, and improvement
At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
**Salary Range**:
56,000/56 000 - 93,000/93 000
**Job Category**:
Business Analysis - Process
**Posting End Date**:
04/03/2025
