Business Analyst

Full-time, Permanent


6 days ago in Accounting and Finance

Job Description:

Our client, a commercial tenant advisory company is seeking organized, driven Business Analyst to join their growing team to help the company achieve its growth objectives through the effective operation and utilization of its Client Relationship Management (CRM) data. The position will work closely with the executive and the brokerage team while performing technical and administrative tasks to ensure functionality and efficiency of Salesforce. The Business Analyst is the company’s expert in all items Salesforce, including Salesforce plug-ins, extensions, and other related software. Your passion and keen eye for detail will help us continue to become more organized and efficient.


  • Work with executive team on business intelligence initiatives, driving projects from requirements to dashboard and report development to convert data to information
  • Support the CRM environment including coordinating or conducting employee Salesforce training as required; employee transition/off-boarding, report and dashboard development and maintenance; running internal monthly and quarterly reports as required; maintaining email lists, executing administrative Salesforce tasks, and more
  • Identify opportunities for improvement in process efficiency, usability or data entry compliance in accordance with CRM best practices and lead implementation or interface with development team as needed
  • Provide exceptional customer service resolving questions and issues to all internal Salesforce users
  • Follow established processes and procedures to ensure all items within Salesforce adhere to the Toronto and Global International Salesforce Protocol
  • Devise and drive Salesforce adoption initiatives and training programs
  • Maintain accurate documentation for all relevant support related processes, procedures and training guides
  • Assist in database maintenance, including data cleaning, import and export
  • Apply the methods and processes of the company and ensure compliance
  • Assist with special projects as assigned
  • Support the Executive and Brokerage team as required


  • Thorough knowledge of Salesforce and Salesforce plug-in software, procedures, standards and principles
  • Experience with sales processes, lead capture, and prospecting flow
  • Basic knowledge of data integration methods and solutions
  • Proven analytical abilities as well as diagnostic and problem-solving skills
  • Ability to work independently and in a team environment
  • Must be able to work on multiple requests, adapt to rapid changes to meet any changing business needs
  • Strong communication skills and able to share changes and findings to a variety of teams and members in a timely and effective manner
  • Maintain knowledge of new and upcoming Salesforce software and/or data integration
  • A positive attitude and willingness for continuous learning of new technologies
  • Accuracy and attention to detail
  • Aptitude for numbers and quantitative skills with great problem analysis and problem-solving skills
  • A team player who can work in a fast paced, deadline driven environment, and cope with changing priorities
  • Self-motivated with a positive attitude and great planning, organizing and time management skills
  • Professional and conscientious; ability to work with and maintain confidential information
  • Minimum of 2 years CRM data management experience preferably in the Commercial Real Estate industry
  • High level of proficiency in MS Office applications – Access, Excel, Outlook, PowerPoint, Word, Internet Explorer
  • A Degree/Diploma in business, computing, data management or other related education

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Lindsey;

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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