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Senior BI Data Analyst
Purpose Unlimited

  • Toronto, ON M5H 3P5, Canada
  • Full-time
  • Hybrid
  • No Salary Information Available
Posted 8 days ago

Purpose Unlimited is an independent financial services innovator, focusing on providing cutting-edge, technology-driven solutions for underserved markets under the leadership of Som Seif. The company's comprehensive product platform includes Purpose Investments, Advisor Solutions, and Driven, all centered on fostering customer-centric growth and success.

In this role you can expect to have the responsibilities:

  • Champion data initiatives to facilitate market-driven, customer-focused decisions.
  • Manage the customer insight lifecycle, offering data-driven perspectives to improve client outcomes and enhance team efficiency.
  • Analyze Salesforce sales data to extract actionable insights.
  • Create and maintain dashboards and reports for KPIs and sales metrics.
  • Partner with sales and marketing teams to identify data needs and craft solutions.
  • Detect trends, patterns, and growth opportunities within data.
  • Contribute to the establishment of data-driven decision-making practices.
  • Ensure data integrity through regular audits and validation.
  • Employ advanced analytics to address complex business challenges.
  • Communicate findings and recommendations effectively to stakeholders.

This role comes with the following benefits:

  • Recognition as one of Canada's Top Small & Medium Employers for 2023 & 2024.
  • An engaging and innovative work culture.
  • Flexible hybrid working model.
  • Competitive compensation with equity options.
  • Comprehensive health, dental, and life insurance benefits.
  • Lifestyle Spending Account for wellness needs.
  • Unlimited vacation days and flexible sick and mental health days.
  • Paid parental leave with top-up for eligible employees.
  • Generous Group RRSP matching and optional TFSA.
  • Continuous development through training and tuition support.

This role requires you to have:

  • Expertise in data-driven consumer insights and internal decision-making.
  • Bachelor's degree in a related field such as Data Science, Statistics, or Computer Science.
  • Proven experience in data analysis, particularly in sales or marketing settings.
  • Proficiency with Salesforce, Salesforce reporting, and analytics.
  • Strong technical proficiency in SQL, Excel, and data visualization tools like Tableau and Power BI.
  • Excellent problem-solving and communication skills.
  • Ability to operate independently and collaboratively.

You would benefit from having:

  • Experience in wealth or asset management data.
  • Understanding of machine learning and predictive analytics.
  • Familiarity with programming languages such as Python or R.
  • Knowledge of CRM systems and sales processes.

Purpose Unlimited is committed to facilitating an inclusive, barrier-free work environment and encourages applicants from diverse backgrounds. Accommodations are available at each recruitment stage upon request. The company adopts a hybrid work philosophy to promote flexibility and collaboration.

The content on this page is not written or managed by Alooba. Please reach out to Purpose Unlimited directly for any addtional information regarding this role.

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