Sales Operations Coordinator

at  Picton Mahoney Asset Management

SALES OPERATIONS COORDINATOR (CONTRACT)

Great Place to Work™ 2020, 2021, 2022, 2023 | Best Workplaces™ in Financial Services & Insurance 2020, 2021, 2022, 2023 | Best Workplaces™ for Mental Wellness 2023 | Best Workplaces™ for Giving Back 2022 | Best Workplaces™ for Women 2021 | Best Workplaces for Inclusion 2021 | Best Workplaces™ in Ontario 2020 and 2021

OUR COMPANY

Picton Mahoney Asset Management (“PMAM”) was founded in 2004 to provide unique investment solutions to institutional, retail and high net worth investors in Canada and around the world. We are proud to say that we are 100% employee-owned and manage approximately $9.6 billion in sub-advisory, pension plan and hedge fund assets on behalf of our clients. The core values at Picton Mahoney guide the employee experience and contribute to the culture which fosters strong, transparent relationships.
Why Work at Picton Mahoney?
Picton Mahoney Asset Management is a place where employees can be proud of building a rewarding career that offers growth and the opportunity to evolve within a supportive culture that focuses on professional development. Over the years, we have learned from feedback and have developed strategies and programs that enhance employee engagement and improve the employee experience. As our values state: We work together; fully engaged and aligned. We support each other, and our actions contribute to the strategic goals of our firm. We believe in integrity and always “doing the right thing” for our clients, colleagues, and the firm. We believe in the concept of “unity in diversity” and are driven by a collaborative spirit to achieve our goals. We are committed to performance, excellence and winning. At Picton Mahoney, “stepping up” is an action, not a thought, which results in the development and implementation of those ideas. We prioritize growth and innovation and accept full responsibility for personal performance and results. We believe in being open when providing and receiving feedback, because it makes us better at what we do best.
The Opportunity
Picton Mahoney Asset Management is presently seeking a motivated and eager Sales Operations Coordinator to support our Service Delivery team as the firm navigates through a period of exponential growth! Reporting to the Sales Operations & Service Delivery director, this individual will act as key support in administrating and maintaining sales data within the firm’s Salesforce CRM system. The successful candidate is an agile and independent driver who has a strong attention to detail and is confident asking for clarity or support when they need it.

THE QUALIFICATIONS AND EXPERIENCE REQUIRED:

• Degree or diploma in a marketing, business, finance, or a related discipline.
• 3+ years experience in data analysis, direct marketing and/or CRM management is required.
• Experience ensuring a business is compliant with Canada’s Anti Spam legislation is considered an asset.
• Intermediate knowledge of Excel is required.
• Experience working in an agile project environment is considered an asset.
• Industry experience in Finance is considered an asset.
• Exceptional problem solving and organizational skills all while working independently.
• Capable of working well under pressure.
  Above all, we’re looking for individuals with a mindset to think differently and who are inspired to make BIG impact. If you think that you will excel in this multi-faceted role, we want to hear from you!

• Facilitate precise and high-volume data entry into Salesforce CRM.
• Timely & accurate delivery of email marketing campaigns through CMS.
• Manage clients’ preferences in accordance with the Canada’s Anti Spam legislation.
• Coordinate campaign follow-up in accordance with campaign strategy.
• Dedicated support for CRM focused on managing data integrity and generating BI reports.
• Provide occasional assistance to Marketing team or other departments with administrative duties.