Digital & CRM Analytics Consultant

Company: CGL

Department: GO Client Experience

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: This role operates in English.

Additional Information: This/these role(s) is/are currently vacant

The Opportunity

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society, and our team plays an essential role in delivering on this strategy. That’s why we prioritize our people and foster a culture that encourages growth, collaboration, and innovation. Here, you’ll work with colleagues who care deeply about each other, our clients, and the communities we serve.

Disruptive technology, emerging trends, and new ways of doing business are redefining the future of insurance, with digital and data at the centre of this transformation.

The Guided Omni Client Experience team focuses on improving how advisors, contact centre representatives, and clients interact across digital and human channels. Our mission is to create seamless, insight-driven experiences that enable advisors to better serve clients while improving operational eAiciency. Our CRM ecosystem supports a national advisor network of over 500 advisor oAices and contact centre representatives, generating thousands of client interactions across digital and human channels each day. Analytics plays a critical role in helping us understand these interactions, identify opportunities to improve advisor workflows and client journeys, and enable better decision-making across the organization.

As a Digital & CRM Analytics Consultant, you will play a key role in helping our organization understand how digital tools, CRM platforms, and advisor workflows are performing. You will combine deep technical analytics expertise with strong business insight to uncover patterns in data and translate them into meaningful recommendations that improve the client and advisor experience.

This role is ideal for someone who enjoys working hands-on with data while influencing strategic decisions through clear, compelling insights.

How You Will Create Impact

You will act as both a technical analytics specialist and a strategic insight partner, helping the Guided Omni Client Experience team measure and improve the eAectiveness of our CRM and digital initiatives.

Your work will help leaders understand how advisors and clients interact with our systems, where friction exists, and where opportunities for improvement lie.

You Will

• Translate business questions and digital strategy priorities into analytics frameworks, measurable metrics, and reporting structures.
• Partner with business and digital leaders to define key performance indicators and measurement strategies that help the organization understand how advisor tools, digital journeys, and CRM capabilities are performing.
• Design and execute advanced SQL queries and data analysis across CRM and digital datasets within Azure data environments and enterprise analytics platforms.
• Implement and maintain CRM analytics capabilities that measure performance across Salesforce activities such as leads, opportunities, service interactions, and campaign engagement.
• Build scalable analytics dashboards and reporting tools using Power BI, MicroStrategy, CRM Analytics, and related platforms to support operational monitoring and executive decision making.
• Perform data preparation, transformation, and ETL processes to ensure accurate, reliable, and accessible datasets for analysis.
• Identify patterns, trends, and root causes within complex datasets and translate them into clear, actionable insights.
• Translate complex analytical findings into clear, actionable insights and narratives that inform decision-making by senior leadership.
• Collaborate closely with digital product owners, developers, and CRM teams to ensure analytics solutions align with product goals and digital experience priorities.
• Lead discussions with stakeholders to define analytics approaches, reporting requirements, and measurement frameworks for digital initiatives.

To Join Our Team

• Minimum 5 years of experience in digital analytics, CRM analytics, or data analytics roles.
• University degree or completion of a post-secondary technical diploma in Computer Science, Data Analytics, Information Systems, or a related field.
• Strong hands-on experience writing complex SQL queries and performing data transformation and analysis across enterprise-scale datasets.
• Experience working with large, complex datasets across CRM systems, digital interaction data, and enterprise data platforms.
• Experience analyzing CRM data such as Salesforce leads, opportunities, campaigns, and account interactions.
• Experience with analytics and visualization tools such as Power BI, MicroStrategy, CRM Analytics, Azure Data Studio, or similar platforms.
• Experience working with Azure-based data environments or comparable cloud data platforms.
• Experience using project collaboration tools such as Jir