Process Analyst, Marketing Operations

<STRONG>With more than 51 years of exclusive service to Canada’s physicians and their families, MD’s mission is to provide them with financial peace of mind, so they can enjoy what matters most to them while achieving their career and life goals. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.</STRONG>

Ottawa, ON

MD Financial Management

<strong>MD Financial Management Inc. supports physicians by helping them achieve financial well-being from medical school through retirement. MD Financial Management is the manager and trustee of the MD family of funds, a group of 35 proprietary mutual funds. The company retains and supervises world-class investment managers, who manage the portfolio assets of one or more of the funds or parts of the funds.<br /><br />Pour nos positions en fran&ccedil;ais, s&rsquo;il vous plait <a href="https://vizi.vizirecruiter.com/Gestion-financi-re-MD-2026/index.html" target="_blank" rel="noopener noreferrer">appuyez ici</a>. For our French positions, <a href="https://vizi.vizirecruiter.com/Gestion-financi-re-MD-2026/index.html" target="_blank" rel="noopener noreferrer"><u>please click her</u>e</a>.<br /></strong> https://mdm.ca/md-wealth-management

keywords: culture,analysis,marketing,relationships,teamwork,management,support,prepare,consulting,technology,oversee,design,create,experience,knowledge,what success looks like,what you need,analysis,what you bring

Full-Time

Overview: <p>At MD, we offer a unique culture and, because of that, we have been recognized in several ways:&nbsp; Best Workplace Culture, Achievers 50 Most Engaged Workplaces in North America, the National Capital Region&rsquo;s Top Employer, and Talent Board&rsquo;s North American Candidate Experience Award.</p> <p>We are always looking for individuals with bright minds and a deep-seated desire to make a difference in the lives of some of the most hard-working, industrious and essential individuals in our community: Canada&rsquo;s physicians.&nbsp;</p>
Responsibilities: <p><strong>What You Will Do:</strong></p> <p>Our Marketing Operations team has evolved to become a strategic arm of the MD Marketing organization, helping to deliver plans and initiatives that will optimize our customer and employee experience. The Process Analyst role is meant to bring structure to these experiences. Using various skills like observation, documentation and change leadership, the Process Analyst will create, optimize and automate business processes.</p> <p>The Process Analyst will focus on ensuring that processes are in place to support:</p> <p>-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;efficiency gains within Marketing Operations (i.e. intake, requests, sprint planning and project management)</p> <p>-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;the establishment of a collaboration/engagement model with other internal stakeholders (Insight, Decision Science, etc.)</p> <p>-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;maximizing our relationships with external vendors and agencies</p> <p>-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;the data and technology infrastructure that supports Marketing (i.e. Workfront, Marketo, Google Analytics, Microsoft Dynamics, Tableau, MS Excel, APIs, etc.)</p> <p><strong>Specific responsibilities:</strong></p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Create process documentation/workflows, knowledge articles and self-service guidance for Marketing teams</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Focus on the cross-team/departmental efforts and work collaboratively within cross-functional teams to address department needs</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Collect and document requirements for project and process improvement/automation efforts</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Facilitate process workflow modelling to collaborate on process improvements, automation capabilities and clearly defined end-to-end use cases</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Review information and trends to ensure that the output of processes achieve the desired results and that agreed upon SLAs are met</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Conduct maturity assessments against the process activities to highlight areas of improvement or concerns</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Identify issues and risks</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Bring inconsistencies and problems to the attention of management</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Make recommendations to improve efficiency across teams within Marketing and departments outside of Marketing</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prepare incident details for post-mortem incident reviews</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Extract reports and provide a high-level analysis of data for review</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Oversee all marketing processes with a mind for efficiency and continuous improvement</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Own Workfront governance and support for Marketing and Communications, consulting on best practices for intakes and workflows</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Design self-serve and templated process enhancements across our platforms to distribute technical proficiency across the team</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Manage MarTech and Agency agreements and budgets, ensuring transparency and efficiency</p>
Requirements: <p><strong>What You Need:<br /><br /></strong></p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Bachelor&rsquo;s degree or equivalent</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience and knowledge of working in a Financial institution</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;1-3 years experience in a Marketing role</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Intermediate to advanced knowledge/experience with Workfront, Marketo, Microsoft Dynamics, Tableau, Google Analytics, Visio (or other PM tools)</p> <p>&nbsp;</p> <p><strong>What You Bring:<br /><br /></strong></p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Outstanding communication and presentation skills</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Critical thinker</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Creative problem solver</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Great analytical skills</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Data-driven approach</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Aptitude for data and technology</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ability to ask relevant questions, confidence</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Deal with ambiguity and bring structure to it</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Excellent organizational and time management skills</p> <p>&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Team player, and self-motivated</p> <p>&nbsp;</p> <p><strong>What Success Looks Like:<br /></strong><br />&bull;&nbsp;You are passionate about the MD value proposition.<br />&bull; You are constantly learning and honing your skills.<br />&bull; You feel rewarded and recognized in a way that inspires you to do your best work.<br />&bull; You are engaged, enthusiastic and clearly understand how what you do contributes to MD&rsquo;s overall success.</p>