About the role
Pay rate range - $50/hr. to $55/hr.
Hybrid: Yes - 2 – 3 days in office (Tues, Wd & Thurs on site)
Description:
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 (Max bill rate to commensurate with # of years of experience). Could be intermediate to senior but MAX BILL is $80.00/hr
- 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
Not the right fit? Search for CRM Data Analyst jobs in Toronto, ON
About Intelliswift Software
Intelliswift an LTTS company, is a global leader in Digital Product Engineering, Data & AI, and Digital Enterprise Solutions. We empower businesses to leverage cutting-edge technologies and pioneering strategies throughout their digital transformation journey. Our expertise in data-rich modern platforms and people-centric solutions ensures that companies can navigate and thrive in the digital era. We address critical pain points across a diverse range of industries, including Platform & Technology, Fintech, MedTech, Energy & Utilities, Manufacturing, and Retail. Whether it's optimizing operational efficiency, enhancing customer experiences, or enabling digital transformation, we are committed to providing tailored solutions that meet the unique needs of each industry we serve.
Guided by our core values of Transparency, Respect, Integrity, and Passion, we drive innovation and excellence at every step. As a certified Minority Business Enterprise (MBE), we are deeply committed to diversity, equity, and inclusion (DEI). This commitment is reflected in all our transactions and underscores our dedication to fostering an inclusive environment. Trusted by Fortune 500 companies, SMBs, ISVs, and fast-growing startups, Intelliswift is the partner of choice for organizations seeking to revolutionize and excel in the digital landscape.
Learn more at www.intelliswift.com
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About the role
Pay rate range - $50/hr. to $55/hr.
Hybrid: Yes - 2 – 3 days in office (Tues, Wd & Thurs on site)
Description:
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 (Max bill rate to commensurate with # of years of experience). Could be intermediate to senior but MAX BILL is $80.00/hr
- 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
Not the right fit? Search for CRM Data Analyst jobs in Toronto, ON
About Intelliswift Software
Intelliswift an LTTS company, is a global leader in Digital Product Engineering, Data & AI, and Digital Enterprise Solutions. We empower businesses to leverage cutting-edge technologies and pioneering strategies throughout their digital transformation journey. Our expertise in data-rich modern platforms and people-centric solutions ensures that companies can navigate and thrive in the digital era. We address critical pain points across a diverse range of industries, including Platform & Technology, Fintech, MedTech, Energy & Utilities, Manufacturing, and Retail. Whether it's optimizing operational efficiency, enhancing customer experiences, or enabling digital transformation, we are committed to providing tailored solutions that meet the unique needs of each industry we serve.
Guided by our core values of Transparency, Respect, Integrity, and Passion, we drive innovation and excellence at every step. As a certified Minority Business Enterprise (MBE), we are deeply committed to diversity, equity, and inclusion (DEI). This commitment is reflected in all our transactions and underscores our dedication to fostering an inclusive environment. Trusted by Fortune 500 companies, SMBs, ISVs, and fast-growing startups, Intelliswift is the partner of choice for organizations seeking to revolutionize and excel in the digital landscape.
Learn more at www.intelliswift.com