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About the Role
We are looking for a detail-oriented and data-driven Coordinator, Revenue Operations to join our Revenue Operations team. This role supports the day-to-day administration of our Salesforce CRM, including data maintenance, sales reporting, and CASL consent management. You will partner cross-departmentally to keep client and prospect data accurate, compliant, and aligned with business goals, and provide occasional administrative support to the Sales Support and Marketing teams.
Responsibilities
- Perform data entry and administration within Salesforce, supporting initiatives related to marketing insights, client information, and sales activities.
- Build and maintain standard Salesforce reports and dashboards for the sales teams.
- Prepare clean, validated data to support Revenue Operations' executive and KPI reporting.
- Ensure CASL compliance by maintaining and updating consents as required.
- Monitor data quality, resolve inconsistencies, and 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.
Requirements
- 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.
- Strong written and verbal communication skills.
- Strong organizational and prioritization skills, with exceptional attention to detail.
- Ability to work independently and collaboratively in a team environment.
Skills
- Salesforce reporting
- Data entry
- Data maintenance
- Sales reporting
- CASL consent management
- Data quality monitoring
- Process documentation
- Administrative support
Location
- Canada
Work Type
- Full-time
- Permanent
Experience Level
- 1-2 years
Education Level
- Undergraduate degree
Salary/Compensations
- $55,000 to $60,000
Benefits
- Employee-owned equity ownership program
- Profit sharing
- Health and wellness coverage
- Life and disability insurance
- Paid time off and holidays
- Learning and development programs
- 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
- Generous annual vacation entitlement (minimum of 15 days per year)
- Training and development reimbursement
- Extensive health and dental benefits
- Healthcare spending account
About the Company
- One of Canada’s Most Trusted Investment Brands.
- Founded by industry pioneer David Picton, we’ve spent 20 years challenging conventional wisdom and redefining the investing landscape.
- Proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.
- With a team of 233 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists.
- Managing $19.9 billion (as of September 30, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.
- We’re more than investors we’re innovators. We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.
- Our success is built on four guiding principles: Treat investors’ money like our own. Redefine the way investors invest. Be human, always approachable. Succeed together, one investment at a time.
- We’re transforming our brand and reshaping the way the world invests.
- Thriving in Our Entrepreneurial Culture
- At PICTON Investments, you’ll thrive in our creative and dynamic workplace, where collaboration and support are at the core of everything we do.
- You’ll be empowered with a high level of responsibility, trust, and flexibility, providing an exciting and creative space for you to help reshape how the world views alternative investments.
- With competitive total rewards, performance-based bonuses, and a clear path for career growth, you’ll have everything you need to develop both now and over the longer term.
Equal Opportunity
- PICTON Investments is 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.
- We welcome applications from candidates with diverse experiences globally.
- Canadian experience is not required.
- 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 accessibility@pictoninvestments.com.