• Support data quality assurance and reporting by ensuring the accuracy, integrity, and consistency of marketing and CRM data through routine audits, validation, and cleanup activities. Identify data quality issues and recommend improvements that enhance reporting, system effectiveness, and operational efficiency.

• Prepare recurring and ad hoc reports that connect marketing activities, sales pipeline, and business development outcomes, providing actionable insights to support decision-making.

• Troubleshoot platform, reporting, and data issues, escalating complex issues as required, while maintaining documentation, templates, and standard operating procedures.

• Present opportunities to streamline workflows, improve operational efficiency, and reduce manual processes by supporting the evaluation, implementation, and optimization of marketing technologies, automation tools, and reporting processes.

• Support the adoption of AI-enabled tools and automation technologies to improve reporting, workflow efficiency, content management, and administrative processes. Participate in testing new AI capabilities and system enhancements, including user acceptance testing for new platforms and process improvements.

• Document and maintain marketing processes, AI-enabled workflows, and best practices to promote consistency, knowledge sharing, and the effective adoption of new technologies across the Marketing team.

• 1–3 years of experience in marketing operations, marketing analytics, business analysis, sales operations, or a related field.

• Post-secondary education in Marketing, Business, Data Analytics, or a related discipline.

• Experience working with Salesforce, Account Engagement (Pardot) and PowerBI to support marketing automation, email marketing campaigns, reporting, data management, and lead tracking.

• Salesforce Certified Business Analyst & Salesforce Certified Marketing Cloud Account Engagement Specialist is considered an asset.

• Proficiency with Microsoft 365 applications.

• Experience using Power Automate, Microsoft Copilot, ChatGPT, or other AI-enabled productivity tools is considered an asset.

• Strong written and verbal communication skills, with the ability to communicate effectively and professionally with senior leaders and internal stakeholders across the organization.

• Strong analytical and problem-solving skills with a high level of attention to detail.

• Excellent organizational and time management with the ability to manage multiple priorities in a collaborative, fast-paced environment.

• Working knowledge of WordPress, Google Analytics, HTML, and WordPress is considered an asset.

• Experience within the financial services or professional services industry is considered an asset.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com 

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. 

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.