Job Description
Job#: 3026207
Job Description:
CRM Data Analyst
Line of business: Banking, Global Asset Management
Est. Start Date: As soon as possible
Duration/end date: 12 months (Possibility for extension or FTE conversion)
Working hours: Standard 9 to 5 /37.5 hours
Location: Downtown Toronto
Is this role hybrid: Yes – 3 days in office (Tues, Wd & Thurs on site)
Reports to: Product Owner, CRM
Reason why open: New project
Project: Data quality & data automation projects
Team size: immediate team 4
Rate: $45-55/hr T4
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.
Responsibilities -
- 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.
Key Qualifications:
- 5+ yrs of experience in similar role
- 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
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.
Apex Benefits Overview: In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
Job#: 3026207
Job Description:
CRM Data Analyst
Line of business: Banking, Global Asset Management
Est. Start Date: As soon as possible
Duration/end date: 12 months (Possibility for extension or FTE conversion)
Working hours: Standard 9 to 5 /37.5 hours
Location: Downtown Toronto
Is this role hybrid: Yes – 3 days in office (Tues, Wd & Thurs on site)
Reports to: Product Owner, CRM
Reason why open: New project
Project: Data quality & data automation projects
Team size: immediate team 4
Rate: $45-55/hr T4
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.
Responsibilities -
- 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.
Key Qualifications:
- 5+ yrs of experience in similar role
- 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
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.
Apex Benefits Overview: In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
About Apex Systems, Inc.
Apex Systems is a world class technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients’ digital visions. We provide a continuum of service from workforce mobilization and modern enterprise solutions to digital innovation to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across the US, Canada, and Mexico.
Apex is a segment of ASGN Inc. (NYSE: ASGN). To learn more, visit www.apexsystems.com.
