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Junior CRM Business Analyst

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  • Role Type:

    Junior CRM Business Analyst

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Job Summary

We are seeking an enthusiastic and technically savvy Junior CRM Business Analyst (Junior CRM BA) to join our team! As a Junior CRM BA at Educators Financial Group, you will primarily support the Sr. CRM Business Analyst with the delivery of CRM initiatives, as well as assist with reporting/data analytics and provide support to client experience nurture programs. This is a great opportunity for those eager to learn and grow their skills and experience by doing a variety of CRM and analytics related work. Build your career in a small, supportive environment with competitive pay and excellent benefits.

You will be responsible for:

  • Supporting day-to-day CRM system/administration and assists with the development/implementation of CRM activities: managing tickets, troubleshooting bugs, QA testing, change requests, gathering requirements, process documentation, reports/dashboards etc.
  • Monitoring CRM processes/integrations and reports on issues and supports the resolution.
  • Developing user training materials (e.g., manuals, videos) and maintains the internal CRM Training Library
  • Supports user engagement/adoption of CRM technology
  • Assists in analytics with need-based support on reports data extraction, compiling and manipulation
  • Provides supports on client experience nurture programs that leverage CRM


  • 1-year relevant experience
  • Post-secondary education with a degree in Computer Science OR equivalent experience
  • Technical experience & knowledge with Customer Relationship Management (CRM) technology, principles, and strategies (i.e., Microsoft Dynamics 365, Salesforce or similar CRM platforms)
  • Proficient in MS Office Suite (Excel, Outlook, Word and PowerPoint) with experience working with Pivot Tables
  • Excellent time/project management skills
  • Extremely detail oriented and organized
  • Analytical, conceptual, and problem-solving abilities required
  • Ability to work and communicate effectively with cross-functional teams
  • Proactively and comfortable with working autonomously
  • Ability to effectively communicate with managers to provide regular project progress updates (e.g., weekly status reports, ‘stand-ups’)
  • Knowledge/experience with Power BI and/or Tableau an asset

Interested in applying for this position?

To apply, submit your cover letter and resume by email with the job title and area in the subject line to Only selected candidates will be contacted.

Educators Financial Group is committed to accommodating applicants with disabilities during the recruitment and selection process. If selected for an interview and require accommodation in respect of the materials or procedures used at any time during the process, please notify Educators Financial Group at so appropriate arrangements can be made.

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