Marketing Technology Administrator

Primary responsibilities of the position include, but are not limited to:

CRM Database (80%)

• Conducting regular data management activities, including deduplication, standardization and cleansing
• Ensuring consistent formatting and data integrity across all systems
• Enriching company and contact records by conducting external research, monitoring company alerts and validating incoming data
• Associating contacts with companies and mapping them to the Firm’s financial system
• Managing undeliverable emails, bounce-backs and new subscribers
• Supporting the Business Development and Communications teams by creating and maintaining marketing distribution lists, coordinating additional sends and recording seminar/event attendee activity
• Ensuring compliance with Canada’s Anti-Spam Legislation (CASL) and General Data Protection Regulation (GDPR)
• Monitoring the shared inbox and responding to requests and questions from internal stakeholders
• Contributing to the documentation of processes and checklists

Email Marketing Campaigns (Vuture) (10%)

• Assisting in the deployment of email marketing campaigns using Vuture, including, but not limited to, seminar and event invitations, bulletins and thought leadership
• Collaborating with the Business Development and Communications teams to test and deploy campaigns by set deadlines while following best practices and established processes
• Creating campaigns that adhere to standard templates and align with the Firm’s brand guidelines
• Applying best practices and taxonomy to perform data cleansing across systems
• Using workflow and collaboration tools to schedule campaign deployment

Reporting (10%)

• Generating reports for internal stakeholders in PDF and Excel formats
• Identifying, extracting, merging and filtering data using creative, solution-oriented approaches
• Using Microsoft Excel and Microsoft Power BI to create reports and charts by manipulating data, building pivot tables and applying formulas

Technology Evaluation

•  Participating in the evaluation of new marketing technology tools

• Post-secondary school diploma and/or degree, preferably in business or marketing
• Experience with CRM/marketing technology systems is an asset
• Familiarity with CASL/GDPR is an asset

• Intermediate skills in Excel (e.g., pivot tables, formulas, charts, etc.)
• Experience working in a hybrid environment using Microsoft Teams
• Client-service oriented, with a proactive and professional approach
• Excellent verbal, written and business communication skills
• Strong business acumen
• Meticulous attention to detail, essential to delivering high-quality work
• Works effectively both independently and as part of a team
• Capable of managing multiple priorities in a fast-paced environment with tight deadlines
• Adaptable and responsible to shifting priorities and project directions
• Willing to work occasional evenings and weekends as required (with paid overtime)
• Highly organized, with strong analytical and problem-solving abilities
• Applies creative thinking and technology-driven solutions to solve problems efficiently
• Experience in using workflow collaboration or project management tools (such as Wrike) is an asset