Become a CRM and Reporting Consultant at Manulife, where you will support retail wealth operations through effective data management and reporting. This hybrid role focuses on enhancing sales through accurate insights.
Reporting to the Director of Business Intelligence, you will play a pivotal role in overseeing CRM processes and supporting sales teams across Canada. Your responsibilities will include maintaining essential data and collaborating with internal teams to optimize sales strategies through transparent reporting. This position demands a blend of analytical skills and the ability to communicate effectively with various departments.
Key Responsibilities:



- Build a deep understanding of territory and product dynamics - Handle data reporting and CRM tasks accurately - Document and clarify assumptions regarding requests - Assist in converting business inquiries into actionable CRM processes - Facilitate progress tracking on reporting and campaigns
Requirements: - 2-4 years in business intelligence or related field - Proficiency with tools like Excel and Tableau - Robust analytical and problem-solving abilities - Excellent communication skills - Bilingualism is preferred for client support
Leverage your skills to improve sales strategy execution at Manulife.#J-18808-Ljbffr

📌 Crm And Reporting Consultant Role (Winnipeg)
🏢 Manulife Financial
📍 Winnipeg