Senior IAM Engineer
cyberunity AG
Develop and operate hybrid identity and access management solutions for enterprise customers. Automate integrations at cyberunity AG, a Swiss IT and information security provider.
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Mahoney Asset Management жеке клиенттерге зейнетақыны жоспарлау, инвестициялық кеңес беру және активтерді басқару қызметтеріне маманданған тәуелсіз қаржылық қызметтер компаниясы. Оның тәсілі жекелендірілген қаржылық жоспарлауды, портфель қалыптастыруды, бетпе-бет кеңес беру кездесулерін және портфельді тұрақты бақылауды біріктіреді. Компания зейнетақы табысына деген қажеттілікті модельдеуге көмектесу үшін патенттелген GPS сауалнамасы мен болжам құралын пайдаланады, сондай-ақ нарыққа шолу материалдары мен білім беру ресурстарын ұсынады. Бағалы қағаздар аффилиирленген брокер-дилер Newbridge Securities Corporation арқылы ұсынылады, ал инвестициялық кеңес беру қызметтерін SEC-те тіркелген кеңесші көрсетеді.
Revenue Operations Coordinator – Toronto Hybrid
Coordinate Salesforce administration, reporting, data quality, and CASL compliance for a Canadian investment management environment. Support sales, marketing, CRM users, and revenue operations reporting.
Канада55 000 $ – 60 000 $ / жыл
АраласТолық жұмыс күніКіші маманҚажетті Тіл: ағылшын тіліКіріс операцияларыСипаттама
- Administer Salesforce data entry and records supporting marketing insights, client information, and sales activity
- Create and maintain standard Salesforce reports and dashboards for sales teams
- Prepare accurate, validated datasets for executive Revenue Operations and KPI reporting
- Maintain CASL consent records and update them as required for compliance
- Review data quality and correct inconsistencies
- Refer data model and reporting logic issues to CRM Engineering and senior colleagues
- Handle CRM user requests, including troubleshooting and access administration
- Document workflows and uphold established data standards
- Provide occasional administrative assistance to Sales Support and Marketing
- Collaborate across departments to keep client and prospect data accurate, compliant, and aligned with business objectives
Талаптар
- Bachelor’s degree in business, finance, information systems, or a related field
- One to two years of experience in administration, operations, or data support, ideally within financial services
- Intermediate to advanced proficiency with Excel
- Salesforce reporting experience is considered an asset
- Clear and effective written and verbal communication
- Strong ability to organize work and manage priorities
- Highly meticulous approach to detail
- Capacity to work independently while contributing effectively in a team
Артықшылықтар
- Equity ownership opportunities may be available to top performers
- Profit-sharing program
- Health and wellness coverage
- Life and disability insurance
- Paid vacation, time off, and holidays
- Learning and professional development programs
- Flexible work environment
- Corporate fitness reimbursement and discounts
- VersaFi memberships
- PICTON investment counseling and portfolio management services
- Volunteer and charitable donation matching
- Maternity and parental leave top-up
- Employee recognition awards
- Semi-annual performance bonuses
- At least 15 days of annual vacation
- Training and development reimbursement
- Comprehensive health and dental coverage
- Healthcare spending account
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