Revenue Operations Coordinator

Mahoney Asset Management

. Perform data entry and administration within Salesforce, supporting marketing insights, client information, and sales activities .

Posted 10/3/2026full-timeToronto • CanadaJunior💰 CA$55,000 - CA$60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce data management, reporting, and compliance, with strong capabilities in data entry, validation, and quality assurance. Proficient in Excel and effective in cross-departmental collaboration to support business objectives.

Highest-signal resume keywords

Salesforce ReportingData EntryExcel SkillsData Quality ManagementCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntrySalesforce ReportingExcel SkillsData ValidationKPI Reporting

Soft Skills

Organizational SkillsAttention to DetailVerbal CommunicationWritten CommunicationTeam Collaboration

Tools & Technologies

SalesforceExcel

Industry Keywords

Financial ServicesData SupportOperationsComplianceCASL

About the role

Key responsibilities & impact

Perform data entry and administration within Salesforce, supporting marketing insights, client information, and sales activities
Build and maintain standard Salesforce reports and dashboards for sales teams
Prepare clean, validated data for Revenue Operations executive and KPI reporting
Maintain and update CASL consents to ensure compliance
Monitor data quality and resolve inconsistencies
Escalate data model or reporting logic issues to CRM Engineering and senior team members
Support CRM user requests, including troubleshooting and access management
Document processes and maintain data standards
Provide occasional administrative support to Sales Support and Marketing
Partner cross-departmentally to keep client and prospect data accurate, compliant, and aligned with business goals

Requirements

What you’ll need

Undergraduate degree in business, finance, information systems, or a related discipline
1–2 years of experience in an administrative, operations, or data support role, preferably in financial services
Intermediate to advanced Excel skills
Experience with Salesforce reporting is an asset
Strong written and verbal communication skills
Strong organizational and prioritization skills
Exceptional attention to detail
Ability to work independently and collaboratively in a team environment

Benefits

Comp & perks

Equity ownership program opportunities for top performers
Profit sharing
Health and wellness coverage
Life and disability insurance
Paid time off and holidays
Learning and 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
Recognition awards
Semi-annual performance bonuses
Minimum 15 days annual vacation
Training and development reimbursement
Extensive health and dental benefits
Healthcare spending account