23 Crm Specialist jobs in Canada

Job Description

Salary:

About Northern

Headquartered in London, Ontario, Canada, Northern is an integrated digital solutions agency specializing in helping leading commercial and public service brands navigate digital change. By leveraging our expertise and deep understanding of our clients businesses, we collaborate to design, create, and enable tailored digital experiences that drive growth.
Since our founding in 2015, Northern has grown into a team of 200+ digital experts, receiving multiple recognitions in employee engagement from Great Place to Work Canada, including Best Workplaces for Inclusion, Women, Mental Health, Hybrid Work, and more.

What Were Looking For

Northern is seeking an experienced and strategic Customer Data Cloud Developer (Contractor) on a contract basis to join our retail team. In this role, youll work alongside our Salesforce Development team to create and implement optimized, scalable data solutions for our clients across multiple industries.

Experience working within the Salesforce Data Cloud Platform is a strong asset, as the majority of work intended for the successful candidate will be within this platform.

Benefits of Becoming a Northern Contractor

In exchange for your talent, Northern offers:

• Competitive rates
• Flexible work to promote work-life integration
• Remote-first or hybrid flexibility
• Asynchronous work
• Supportive Operations Team
• 20 - 40 hours a week
• Opportunity to collaborate with top industry talent!

What Youll Be Doing

• Conducting discovery and requirements gathering sessions to define data architecture and implementation plans for Salesforce Data Cloud
• Develop integrations and data flows within Salesforce Data Cloud
• Implement and optimize customer profiles, identity resolution, and segmentation logic
• Collaborate with cross-functional teams and clients to identify and deliver scalable data solutions
• Ensure data quality, compliance, and standards are met through all processes and procedures
• Troubleshoot and monitor data ingestion, processing, and workflows

What Youll Bring

• 5+ years of customer data platform experience, preferably in Salesforce Data Cloud
• Salesforce certifications related to Data Cloud or Marketing Cloud
• Experience working within the Salesforce ecosystem (CRM, Marketing Cloud) an asset
• Experience and knowledge within data modeling, ETL/ELT pipelines, and API integrations
• Strong knowledge of data privacy regulations (GDPR, CCPA etc.) and content management
• Strong communication and documentation skills

Equity and Diversity

Northern welcomes applications from all qualified individuals and is dedicated to fostering a culture of inclusivity, employment equity, and diversity in the workplace. We encourage candidates from all backgrounds to apply, including but not limited to members of visible minorities, Indigenous peoples, individuals with diverse abilities, and those of all gender identities and expressions.

We are also committed to ensuring an inclusive and accessible recruitment process. Accommodations are available at every stage of the hiring process. If you require support or adjustments to participate fully, please let us know when you apply, and we will work with you to meet your needs.

Job Description

ABOUT US:

Since 1984 Roseland Produce has been providing fresh products along with excellent customer service. We offer outstanding service to our customers by fostering an inclusive team spirit and treating our employees like family.

Join our Team! Now hiring - Customer Service/Inside Sales

The Role

You are an energetic and highly organized Customer Service Specialist, with Inside Sales experience, with a passion for providing service excellence. You excel at creating organized systems and supporting everyone around you. You approach what you do with high attention to detail and take care at every step. You thrive in a fast-paced environment and enjoy working in partnership with a diverse team of people to deliver the best possible service to our customers and help the business run as efficiently as possible.

Your key accountabilities will include but are not limited to:

• Order Entry - Inbound
• Order Entry - Outbound calls to customer
• Lead generation - Inbound & outbound calls
• Outbound - Account management calls
• Outbound - New customer calls
• Back-up outside Sales Representatives
• Customer pricing updates
• Marketing - weekly market updates
• Marketing - Customize monthly promotions via e-blast
• Entry & invoicing for pick-up customers
• Running a variety of reports and maintaining spreadsheets
• Filling
• Back-up for Accounts Receivables Administrator
• Drive for attaining new customers and creating strong customer relationships, while successfully managing current customer base
• Ability to manage time effectively and complete time sensitive assignments
• Above all a willingness to ensure customer satisfaction

QUALIFICATIONS:

• Some Customer Service/Inside Sales, education or relevant experience
• An efficient, friendly, professional telephone manner and some experience in customer relations
• Strong mathematical skills and a high level of accuracy and attention to detail
• Positive communication, time management, and organizational skills
• Computer literacy in Microsoft Office (Excel, Word, and Outlook)
• Must have reliable transportation
• Ability to multitask and work in a fast-paced environment
• A positive, supportive, team attitude and a sense of humor

Hours of Work - 32 to 40 hours a week, $19/Hr to start.

Days of Work - To be Determined.  Must have availability to work Saturdays. 

Roseland Produce is an equal opportunity employer, and has an accommodation process in place to provide accommodations for applicants with disabilities. If you require a specific accommodation because of a disability or a medical need, please let us know so that arrangements can be made for the appropriate accommodations

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Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

• Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
• Manage, maintain, and enhance SIWMs relationships with its clients.
• Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
• Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
• Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
• Responsible for Know Your Client and suitability issues.
• Conduct all activities within a best-in-class culture of compliance and service.
• Seek opportunities to cross-sell or upsell to existing clients.
• Grow the business by identifying new sales and business development opportunities.
• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
• Provide excellent service to maintain a positive reputation for the business.
• Resolve any client complaints promptly and professionally.
• Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
• Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
• Accomplish department objectives.
• Planning and evaluating department activities.
• Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

• University Degree.
• Completion of the Canadian Securities Course required.
• Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
• Experience with suitability determinations for clients and know-your-product analysis.
• 5 years experience with at least 3 years in a client-facing role.
• The Certified Financial Planner designation or similar credentials would be an asset.
• Ability to build, foster and maintain positive professional relationships.
• Devotion to high-quality customer service.
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Be able to meet targets and handle a high-pressure environment.
• Strong relationship management skills.
• Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Marketing Automation Corp. (MAC), founded in 2008, is a leading consultancy specializing in marketing automation and Salesforce solutions. Our team of certified experts helps businesses harness the power of platforms like Marketo, HubSpot, Salesforce Marketing Cloud (including Pardot), and Eloqua to achieve their marketing and sales goals.

We are dedicated to helping our clients succeed through a comprehensive suite of services, including platform selection, seamless implementation, strategic migrations, and ongoing managed services. We also specialize in solutions for data quality, business process automation with AI, and sales alignment.

At Marketing Automation Corp., we are more than just consultants; we are partners in our clients' growth. We’re seeking talented individuals who are passionate about marketing technology and want to work with a dynamic team on challenging and rewarding projects. If you wish to contribute to our mission of delivering exceptional value and innovative solutions, we encourage you to apply.

ABOUT THE ROLE: 

This role involves managing end-to-end campaign execution, developing lead management strategies, designing nurture programs, leveraging analytics, and other responsibilities as needed. The ideal candidate will have 3-5+ years of experience with Marketo and/or HubSpot, strong analytical and client management skills, and a passion for marketing technology.

Responsibilities for this position would include:

• Managing project deliverables and end-to-end campaign execution, from initial concept to launch and post-campaign analysis.
• Developing and implementing robust lead management strategies, including lead scoring, grading, and routing, to ensure efficient sales hand-off and conversion.
• Designing and optimizing automated nurture programs and customer journeys within Marketo and HubSpot to drive engagement and pipeline growth.
• Leveraging analytics and reporting tools to track campaign performance, analyze key metrics (e.g., MQLs, SQLs, pipeline contribution), and provide actionable insights for continuous improvement.
• Consulting clients on their overall marketing operations strategy, including system architecture, data integrity, and process optimization.
• Acting as a subject matter expert for Marketing Automation, providing best practices and innovative solutions to address client challenges and maximize platform capabilities.
• Collaborating with cross-functional teams, including sales, content, and data analytics, to ensure seamless integration and alignment of marketing efforts.
• Communicating technical concepts and strategic recommendations clearly and concisely to both technical and non-technical stakeholders.

A successful candidate will have:

• Licenses (PMP, Marketo Certification, HubSpot Certification, etc.) are considered an asset.
• 3-5+ years of marketing automation or marketing operations experience, with a proven track record of successful campaign execution and optimization.
• A strong understanding of marketing automation principles and their application, including lead lifecycle management, segmentation, personalization, and A/B testing.
• In-depth hands-on experience with Marketo and/or Hubspot, including system configuration, program build, data management, and reporting.
• Proficiency in CRM platforms (e.g., Salesforce) and their integration with marketing automation systems.
• Exceptional analytical skills with the ability to interpret complex data, identify trends, and translate insights into actionable strategies.
• Strong problem-solving abilities and a proactive approach to identifying and resolving technical and operational challenges.
• Excellent client management and communication skills, with the ability to build strong relationships and influence stakeholders at all levels.
• A commitment to staying current with industry best practices and emerging trends in marketing technology and automation.

What we offer:

• Competitive Salary
• Growth opportunities
• Benefits and vacation
• Work-Life balance

Job Types: Full-time, Permanent

Location:

• Toronto, ON (Preferred)

Job Description

Salary:

dcbel Inc. ( is a growing company developing technology and designing products that will make clean, efficient, and sustainable energy accessible to all because everyone in the world deserves energy without compromise.

dcbel at the leading edge of the residential energy revolution, enabling decentralized energy consumption and production through its vertically integrated suite of energy hardware and software products, and their supporting infrastructure. Our flagship product, the dcbel Home Energy Station, is a small wall mounted device that gives everyone ownership over their energy supply by using solar power to charge their EV and home, unlocking their EVs battery for backup power (V2H), and optimizing the energy flow between their solar panels, EVs, backup battery and the grid.

The opportunity

dcbel is seeking a strategic and analyticalCustomer Relationship Senior Business Analystto enhance how we engage with our customers. In this role, you will lead initiatives to optimise our CRM systems and processes, ensuring they align with business objectives and deliver exceptional customer experiences. This role involves leading CRM-related projects, providing strategic direction, and ensuring the CRM system aligns with business goals. The Customer Relationship Senior Business Analyst acts as a bridge between business stakeholders and technical teams, translating business needs into actionable system requirements.

Main responsibilities

• Lead CRM Projects: Oversee the planning, execution, and delivery of CRM-related projects, including implementations, upgrades, and enhancements.
• Requirements Gathering and Analysis: Elicit, analyze, and document business requirements for CRM systems, translating them into user stories and functional specifications.
• System Optimization: Continuously evaluate and improve the CRM system to enhance user experience, streamline workflows, and maximize efficiency.
• Stakeholder Management: Build and maintain strong relationships with stakeholders across various departments, acting as a central point of contact for CRM-related matters.
• Solution Design and Validation: Collaborate with technical teams to design and validate CRM solutions, ensuring they meet business requirements and align with strategic objectives.
• Data Analysis and Reporting: Analyze customer data, identify trends, and generate reports to provide actionable insights for business decision-making.
• Training and Support: Develop and deliver training programs for CRM users, providing ongoing support and guidance.
• Change Management: Develop and implement change management plans for new CRM releases, including communication strategies and user training.
  

Key requirements

• University degree or equivalent in management Sales and Marketing or Computer Science
• 5 years of relevant experience in sales and marketing solutions in the area of market analyst, b2c solutions, marketing campaign
• In-depth understanding of CRM systems (e.g., Salesforce, Microsoft Dynamics CRM) and their functionalities.
• Ability to analyze complex data sets, identify trends, and translate findings into actionable insights. Creating dashboards using Power BI or Dynamics in-built dashboards.
• Strong communication, interpersonal, and collaboration skills to work effectively with diverse stakeholders and third party developers
• Experience managing projects, including planning, execution, and delivery.
• Proven ability to gather, analyze, and document business requirements using various techniques
  
• Knowledge of MS Dynamics Sales Enterprise, Marketing and support modules, in particular, working with tables, forms and fields. Creation of business processes/rules
• Experience of ecomm best practices Creation of knowledge articles in Confluence, managing work in Jira
  
• Knowledge of Power Apps, Automations and Pages

Bonus skills

• Bilingual English and French.

Profile

• Excellent problem-solving skills to identify issues, propose solutions, and mitigate risks.
  

What's in it for you

• Be part of a company that is backed by numerous globally respected investors and has world-changing patents in an industry changing for the first time in history.
• Grow your professional experience amongst blue chip partners and a close-knit team of committed and experienced energy experts who deeply care about the work they do.
• Full benefits package including Health insurance, Health virtual care, employee stock options plan (ESOP) and flexible hours. Parking available or with our employer commute program a short walking distance from Metro Namur.