Skills

Python SQL Salesforce Quality Management Problem-solving CRM Attention to detail Pandas ETL Processes

Job Specifications

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

- 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

About the Company

Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our tea... Know more