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Added 2 mins ago
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SENIOR BUSINESS ADVISOR - TECHNOLOGY AND OPERATIONS
BDC
Montreal, QC
- Full-time
…consulting engagements focused on digital transformation, ERP/CRM solutions, data, automation, and operational performance improvement. Your work directly supports the growth and success of…
Added 2 mins ago
Associate, Scotia Financial Planning - Toronto East
Scotiabank
Toronto, ON
Access to leading-edge resources to support your growth, including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software.
Added 2 mins ago
SS
Sales Representative
Simple Staffing
Remote, Canada
- $70,000 to $1,000,000 USD / year
- Full-time
- Remote
Tools for success: Smartphone & tablet, business cards, Bell branded clothing, ID badge, Salesforce CRM
Added 2 mins ago
GF
District Sales Representative
Gordon Food Service
Ajax, ON · Ottawa, ON
- Full-time
Account Management: Leverage CRM tools to manage customer data, oversee receivables, and conduct business reviews.
Added 2 mins ago
Senior Production Designer
BIMM
Toronto, ON
…experiences. We’ve helped our clients implement fully integrated CRM customer journeys, built robust digital experiences, and created national loyalty programs with decades of experience in…
Added 2 mins ago
AG
Business Development Manager, Mining & Materials
AnalytiChem Group
Canada
- Full-time
Maintain accurate customer and sales records in CRM systems and report on sales performance.
Added 2 mins ago
MS
EV Business Representative
McGill St Laurent
Montreal, QC
- Full-time
Keep the CRM up to date and maintain accurate records of prospecting activities;
Added 2 mins ago
B
Senior Production Designer
BIMM
Toronto, ON
- Full-time
…experiences. We’ve helped our clients implement fully integrated CRM customer journeys, built robust digital experiences, and created national loyalty programs with decades of experience in…
Added 17 mins ago
Senior Specialist, Compliance and Quality Assurance
CMHC - SCHL
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON · Montreal, QC
Added 17 mins ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
Experience with invoicing, CRM, or project management tools is an asset
Added 33 mins ago
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Business Development Representative
Shakudo
Toronto, ON
- Full-time
Highly organized, and ability to use CRM (Hubspot), Slack, LinkedIn Sales Navigator, and GSuite software
Added 47 mins ago
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Senior Relationship Manager, Retail Financial Services
RBC
Montreal, QC
- Full-time
Business Oriented, Communication, Customer Relationship Management (CRM), Customer Service Management, Group Problem Solving, Interpersonal Relationship Management, Interpersonal…
Added 1 hour ago
NF
Director, Corporate Underwriting, Specialty Risk, Programs & Travel
Northbridge Financial Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC
- Full-time
…career through education assistance to complete your CIP, FCIP, CRM or other courses desired, internal mobility, Leadership training and mentoring…
Added 1 hour ago
SL
Wealth Sales Representative
Sun Life
Calgary, AB
- Full-time
Input & utilize the CRM/database with all the information pertaining to designated region in order to plan and prioritize activities with advisors
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $112,006 to $149,341 CAD / year
- Full-time
- Remote
Added 1 hour ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Account Management: Leverage CRM tools to manage customer data, oversee receivables, and conduct business reviews.
Added 1 hour ago
AS
Inside Sales Representative/Shipper (90023)
ABC Supply Co., Inc.
Sarnia, ON
- Full-time
Familiarity with Salesforce or similar CRM software is highly desirable.
Added 1 hour ago
I
Senior Account Manager
Innovex
Calgary, AB
- Full-time
Maintain accurate CRM records, sales forecasts, pipeline updates, and monthly activity reports.
Added 1 hour ago
CC
Manager, Leadership Giving
Canadian Cancer Society
Toronto, ON
- $67,000 to $77,000 CAD / year
- Full-time
Ensures portfolio is properly balanced for effective moves management. Tracks communications within Salesforce CRM to ensure prioritizing foundations passions through relationship based…
Added 1 hour ago
R
Channel Sales Manager (Accounting & Bookkeeping)
Relay
Remote, Canada
- Full-time
- Remote
You are proficient with CRM software and sales tools (Salesforce, Outreach, ZoomInfo, and similar) and actively use AI to work more effectively
Added 1 hour ago
TA
CRM specialist (Temporary - 9 Months)
Transat AT
Montreal, QC
- Full-time
In collaboration with the Manager, Relational Program, the CRM and Relationship Marketing Specialist contributes to the execution and optimization of relationship marketing campaigns that…
Added 1 hour ago
ED
Manager, Customer Care Team - EN 936
Export Development Canada | Exportation et développement Canada
Montreal, QC
- $112,006 to $149,341 CAD / year
- Full-time
Added 1 hour ago
TC
Director of Sales and Marketing
Terex Corporation
Calgary, AB · Olds, AB · Vancouver, BC · BC · Sudbury, ON · ON · QC · CA-AB Olds
- Full-time
Ensure CRM utilization, pipeline management, and forecasting accuracy across the organization.

So Jobs

Sales Planning Analyst

Montreal, QC, Canada

$67,800 to $86,800 CAD / year · Full-time

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Job details

Pay: $67,800 to $86,800 CAD / year
Job type: Full-time
Apply by: Nov 27, 2026
Experience: 3-5 years of experience in Sales, Field Sales, Marketing, Trade Marketing, Sales Operations, or a related commercial function.
Posting language: English
Posted: Oct 28, 2026

Original job description

Sales Planning & Analytics Analyst

Location: Montreal, Quebec, Canada (On-site)

Industry: Food and Beverage Services

Work Setting: On-site

Are you passionate about transforming sales data into actionable insights, driving field execution excellence, and supporting high-performing sales teams through analytics and strategic planning?

We are seeking a detail-oriented and analytical professional to support sales planning, reporting, and field sales effectiveness. In this role, you will work closely with sales leadership and cross-functional teams to deliver insights, enhance reporting capabilities, support customer-facing initiatives, and help achieve business growth objectives. The ideal candidate is proactive, resourceful, and thrives in a fast-paced consumer products environment.

Key Responsibilities

Lead the planning and execution of industry trade shows and customer events, ensuring a consistent and professional brand presence through effective logistics, asset management, promotional material coordination, and event support.
Partner with sales and field teams to align on monthly priorities, communicate key initiatives, and support execution across multiple markets.
Develop, maintain, and improve CRM reporting, dashboards, and sales tracking tools that enable data-driven decision-making.
Monitor field sales execution, performance metrics, and compliance through reporting and analytical insights.
Deliver ad hoc reporting, business analysis, and recommendations to sales leaders and key stakeholders.
Support onboarding initiatives for new field sales team members by providing reporting tools, resources, and operational guidance.
Assist leadership with trade planning, business reviews, forecasting support, presentations, and strategic projects.
Collaborate with cross-functional teams including Sales, Marketing, Category Management, Revenue Management, Finance, Supply Chain, and Product teams to support business initiatives and execution.
Analyze sales and market data from multiple sources to identify trends, opportunities, risks, and performance drivers.

Qualifications

Bachelor's degree in Business, Marketing, Sales, Analytics, or a related field.
3-5 years of experience in Sales, Field Sales, Marketing, Trade Marketing, Sales Operations, or a related commercial function.
Experience within consumer goods, retail, manufacturing, or other fast-paced commercial environments is preferred.
Demonstrated experience supporting trade shows, customer events, or sales activation programs.
Strong analytical mindset with the ability to manage complex processes and translate data into meaningful business insights.
Experience creating reports, dashboards, and performance tracking tools.
Advanced Microsoft Excel and PowerPoint skills.
Familiarity with CRM platforms such as Salesforce or similar customer management systems preferred.
Experience working with point-of-sale, syndicated, retailer, or market performance data is an advantage.
Excellent written and verbal communication skills with the ability to influence stakeholders across functions.
Highly organized, self-motivated, and capable of managing multiple priorities in a dynamic environment.
Proven ability to build collaborative relationships and work effectively with cross-functional teams.

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More about this job

Responsibilities

Plan and support trade shows, customer events, field sales initiatives, onboarding, trade planning, forecasting, and business reviews. Develop CRM reports and dashboards, analyze sales and market data, monitor field execution, and provide actionable insights and recommendations to sales leaders and cross-functional teams.

Requirements

A bachelor's degree in Business, Marketing, Sales, Analytics, or a related field and 3–5 years of experience in sales, field sales, marketing, trade marketing, sales operations, or a related commercial function are requested. Candidates should have strong analytical and reporting skills, advanced Excel and PowerPoint abilities, effective communication and organizational skills, and experience supporting events; CRM and consumer goods or retail experience are preferred.

Skills

Sales Planning
Sales Analytics
CRM Reporting
Dashboard Development
Microsoft Excel
Microsoft PowerPoint
Sales Performance Tracking
Data Analysis
Trade Show Planning
Customer Event Coordination
Field Sales Execution
Forecasting
Trade Planning
Cross-Functional Collaboration
Stakeholder Communication
Salesforce

Visa sponsorship

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Keywords

Sales Planning
Sales Analytics
CRM
Salesforce
Microsoft Excel
Microsoft PowerPoint
Dashboards
Sales Reporting
Performance Tracking
Field Sales
Trade Shows
Customer Events
Sales Activation
Trade Marketing
Trade Planning
Forecasting
Business Reviews
Point-Of-Sale Data
Syndicated Data
Retailer Data
Market Performance Data
Consumer Goods
Cross-Functional Collaboration
Category Management
Revenue Management
Supply Chain

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