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Bilingual CRM Coordinator

Montreal, QC
Full Time
2 days ago
Job Type:Permanent
Primary Location:Montreal, Quebec, Canada
All Available Locations:Montreal; Calgary; Edmonton; Gatineau; Ottawa; Toronto; Vancouver; Victoria; Winnipeg

Our Purpose
At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization.
By living our Purpose, we will make an impact that matters.

Enjoy flexible, proactive, and practical benefits that foster a culture of well-being and connectedness.
Build a network of colleagues for life
Be part of a firm that leads the way and pushes themselves to look like contemporary Canada.

What will your typical day look like?

As a CRM Coordinator you will support our audit practitioners throughout Canada with CRM needs including account and opportunity creation, CAEA (Change Client Acceptance Engagement Acceptance), continuances, monitor CAEA/continuance approvals, print CAEA reports and open new mandates as well as dealing with practitioner CRM requests in a prompt and accurate manner.After completing the training for this role, the successful applicant will also have a:
  • Thorough knowledge of Audit PPN, RIRE and Advisory CAEA rules including business and regulatory rules and processes
  • Thorough knowledge of Audit PPN, RIRE and Advisory business rules around risk and pricing
  • Thorough knowledge of Background Check processes
  • Strong CRM knowledge
    • Account, opportunity, contact entry and editing
    • CAEA generation
    • CAEA approvals
    • CAEA report printing
    • Pricing tools - download and upload
    • Mandate creation
    • Background and conflict check
    • Service Requests
    • Reports and queries

About the team

As a CRM Coordinator you will be part of a fast paced and dynamic team that supports our audit practitioners throughout Canada.

Enough about us, let's talk about you

The successful candidate will have the following skills:
  • Bilingualism in French and English is required
  • Excellent knowledge of Microsoft office package (Word, Excel, Outlook)
  • Ability to produce pivot tables and manipulate data from CRM reports
  • Ability to work accurately and effectively under pressure and to prioritize workload
  • Understanding of confidentiality, discretion and professional conduct in all aspects of the role
  • Strong communication skills with the ability to provide concise and professional instructions to practitioners
  • Ability to work effectively within the team as well as being able to work on own initiative when required
  • Thorough understanding of the business needs of practitioners to provide efficient service

Our shared values
While our Purpose guides us and helps explain why we exist, our shared values describe the behaviour we expect from each other at the firm.
They provide common ground to unite us across cultures and geographies. They help us to earn the trust and respect of our stakeholders. We all commit to living by these shared values, to stay true to the principles they represent, and to honour the legacy from which they came. They are what sets us apart and makes us Deloitte.
Every day, we live our Purpose through the following five shared values:
  • Lead the way: Deloitte is not only leading the profession, but reinventing it for the future. We're also committed to creating opportunity and leading the way to a more sustainable world.
  • Serve with integrity: Deloitte has earned the trust of employees, clients, regulators, and the public for 175 years. Upholding that trust is our single most important responsibility.
  • Take care of each other: We look out for one another and prioritize respect, fairness, development, and well-being.
  • Foster inclusion: We are at our best when we foster an inclusive culture and embrace diversity in all forms. We know this attracts top talent, enables innovation, and helps us deliver well-rounded client solutions.
  • Collaborate for measurable impact: We approach our work with a collaborative mindset, teaming across businesses, geographies, and skill sets to deliver tangible, measurable, attributable impact.

The next step is yours

Sound like The One Firm. For You?

At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative .
We encourage you to connect with us at if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you!
By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.
Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.

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