Manager, Business Intelligence, CRM

O'Dell HVAC Group

. Develop, implement, and maintain O'Dell's Microsoft Power BI reporting environment, including dashboards, scorecards, and management reports .

Posted 10/16/2026full-timeBurlington • CanadaMid-LevelSenior💰 CA$110,000 - CA$120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates advanced proficiency in Microsoft Power BI, including Power Query, SQL, DAX, and data modeling, while effectively managing CRM platforms and ensuring data governance standards. Capable of translating business requirements into actionable reporting and improving operational efficiency through automation and integration.

Highest-signal resume keywords

Microsoft Power BICRM AdministrationData IntegrationData GovernanceBusiness Intelligence

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

Power QuerySQLDAXData ModelingData WarehousingELTDashboard DevelopmentData AnalyticsBusiness Systems ManagementReporting Methodologies

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsInterpersonal SkillsOrganizational Skills

Tools & Technologies

CRM PlatformsNetSuiteERP SystemsAutomation ToolsAI-Powered Analytics

Industry Keywords

Business AnalyticsData Governance PrinciplesReporting ArchitectureChange ManagementUser Training

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Develop, implement, and maintain O'Dell's Microsoft Power BI reporting environment, including dashboards, scorecards, and management reports
Establish standardized KPIs, reporting methodologies, and data definitions across departments
Integrate data from NetSuite, CRM, eCommerce, and other business systems
Build and maintain data models, datasets, Power Query transformations, DAX calculations, and reporting processes
Act as primary internal administrator and system owner of the company-wide CRM platform
Support CRM implementation, configuration, maintenance, and ongoing system enhancements
Manage CRM workflows, pipelines, permissions, dashboards, and customer data standards
Ensure accuracy, consistency, and integrity of customer, contact, opportunity, and activity data
Collaborate with Sales, Marketing, Customer Experience, Service, and other departments to understand reporting needs and improve CRM utilization
Develop system documentation, user guidelines, and training materials
Monitor CRM adoption, data quality, and reporting accuracy
Identify opportunities to reduce manual reporting, automate workflows, and improve operational efficiency
Establish and maintain company-wide data governance standards and consistent sources of information
Work with IT, business leaders, and external vendors to support system integrations, troubleshooting, and improvements
Support integration and standardization of business data and reporting processes across new locations and acquisitions
Perform other responsibilities as assigned

Requirements

What you’ll need

Post-secondary education in Business Analytics, Information Technology, Computer Science, Business Administration, or a related field
Minimum of five (5) years of experience in business intelligence, data analytics, CRM administration, or business systems management
Advanced proficiency in Microsoft Power BI, including Power Query, SQL, DAX, data modelling, data warehousing, ELT, and dashboard development
Experience administering, configuring, and optimizing CRM platforms, including workflows, permissions, reporting, and data management
Strong understanding of data integration, reporting architecture, and data governance principles
Experience working with ERP systems
Ability to translate business requirements into technical solutions and actionable reporting
Experience supporting system implementations, user training, and change management initiatives
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Strong organizational skills and ability to independently manage projects and competing priorities
Bilingualism in French and English is considered an asset
Experience supporting a growing, multi-location organization is considered an asset
Familiarity with automation tools, AI-powered analytics, and emerging business technologies is considered an asset
NetSuite experience is considered an asset

Benefits

Comp & perks

Competitive Salary & Profit Sharing
Comprehensive Benefits
Health Spending Account
RRSP Plan
Professional Development
Company-Wide Holiday Shutdown with paid time off during the holiday season
Summer Fridays with early wrap-up on summer afternoons
Accommodations during the hiring process or on the job