O'Dell HVAC Group is a well-established HVAC equipment representative, partnering with engineers, building owners, and contractors throughout Canada. Competitive Salary & Profit Sharing – We recognize and reward contributions to our success. Comprehensive Benefits, Health Spending Account, & RRSP Plan – We invest in your well-being and future. Company-Wide Holiday Shutdown – Enjoy paid time off during the holiday season. Summer Fridays – Wrap up early on summer afternoons We are seeking a Manager, Business Intelligence & CRM to join our team. Reporting to the Senior Vice President, Operations and Performance, you will play a key role in developing and managing our business intelligence reporting environment and overseeing the administration and optimization of our company-wide Customer Relationship Management (CRM) platform. This role combines hands-on technical expertise with business-focused collaboration to improve data accuracy, streamline reporting, and support informed decision-making across the organization. Working closely with leadership and departments across Canada, you will help establish scalable reporting solutions, strengthen CRM adoption, and identify opportunities for system improvements and automation as O'Dell continues to grow. Develop, implement, and maintain O'Dell's Microsoft Power BI reporting setting, including dashboards, scorecards, and management reports. Establish standardized key performance indicators (KPIs), reporting methodologies, and data definitions across departments. Integrate data from NetSuite, CRM, eCommerce, and other business systems to deliver accurate and meaningful reporting. Build and maintain data models, datasets, Power Query transformations,



DAX calculations, and reporting processes. Act as the primary internal administrator and system owner of O'Dell's company-wide CRM platform. Support CRM implementation, configuration, maintenance, and ongoing system enhancements. Manage CRM workflows, pipelines, permissions, dashboards, and customer data standards. Ensure the accuracy, consistency, and integrity of customer, contact, opportunity, and activity data. Collaborate with Sales, Marketing, Customer Experience, Service, and other departments to understand reporting needs and improve CRM utilization. Develop system documentation, user guidelines, and training materials to support employee adoption and effective system use. Monitor CRM adoption, data quality, and reporting accuracy to identify opportunities for improvement. Establish and maintain company-wide data governance standards and consistent sources of information. Work with IT, business leaders, and external vendors to support system integrations, troubleshooting, and improvements. Support the integration and standardization of business data and reporting processes across current locations and acquisitions. Post-secondary education in Business Analytics, Information Technology, Computer Science, Business Administration, or a related field. A minimum of five (5)



years of experience in business intelligence, data analytics, CRM administration, or business systems management. Advanced proficiency in Microsoft Power BI, including Power Query, SQL, DAX, data modelling, data warehousing, ELT and dashboard development. Experience administering, configuring, and optimizing CRM platforms, including workflows, permissions, reporting, and data management. Strong understanding of data integration, reporting architecture, and data governance principles. NetSuite experience is considered an asset. Demonstrated ability to translate business requirements into technical solutions and actionable reporting. Experience supporting system implementations, user training, and change management initiatives. Excellent communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical stakeholders. Strong organizational skills and the ability to independently manage projects and competing priorities. Experience supporting a growing, multi-location organization is considered an asset. Familiarity with automation tools, AI-powered analytics, and emerging business technologies is considered an asset. Bilingualism in French and English is considered an asset, as this role will support teams across all regions of Canada. While AI may be utilized, all hiring decisions are made by our HR and management teams. We’re all about building a workplace where everyone can thrive. We’re committed to fostering an inclusive, accessible environment in line with the Accessibility for Ontarians with Disabilities Act (AODA).

📌 Manager, Business Intelligence (Canada)
🏢 O’Dell HVAC Group
📍 Canada