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 2021Our CompanyPicton 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 OpportunityPicton 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.Responsibilities of the Role
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.
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!Our Commitment to EmployeesAt Picton Mahoney Asset Management, we take pride in elevating our employees' experiences through an array of exceptional perks and programs. Enjoy a suite of benefits including Corporate Wellness & Fitness Reimbursement, Women in Capital Markets partnership, Women Executive Membership, Volunteer Days, Charitable Matching, Maternity and Parental Leave Top-Up, Peer Performance Recognition Awards, Semi-Annual Performance Bonuses, a generous Annual Vacation Entitlement (minimum of 15 days/year), Tuition Reimbursement, Extensive Medical & Dental Benefits, Healthcare Spending Account, and more. These offerings are crafted to enhance your career journey and overall well-being. Join us in an environment that values your growth and success!Picton Mahoney Asset Management is proud to be recognized by Great Place to Work® as a 2021 “Best Workplaces for Inclusion” and 2021 “Best Workplaces for Women”. We are committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race, colour, creed, religion, sex, disability, gender identity, gender expression, family status, age, language or national origin. If you require an accommodation at any point in time throughout the application and hiring process, please contact Human Resources at (416) 955-4108 or at .
