Client Data & Engagement Assistant

Client Data & Engagement Assistant

Position Summary

Join our team and help create a healthier and safer tomorrow for Ontario’s Public Sector Community!

Reporting to Manager, Product Marketing & Acquisition, the Client Data and Engagement Assistant will support the Client Experience team by updating and maintaining contact records in our CRM system. This role is ideal for a student interested in sales operations, business development, or data management. The student will gain hands-on experience in a fast-paced, client-focused environment while contributing to the accuracy and efficiency of our client engagement systems.

Major Accountabilities

• Connect with clients over the phone and by email to identify outdated or incorrect data and proactively correct discrepancies.
• Employ creative approaches and research client organizations to confirm client information and determine a prime contact to reach out to.
• Document and track interactions with clients in Customer Relationship Management (CRM) to maintain detailed and organized records.
• Maintain professionalism and strong communication when engaging with clients to foster positive relationships.
• Collaborate with internal teams to ensure seamless data management and integration.
• Follow up with clients when necessary to obtain missing or updated information.
• Generate weekly reports and summaries of activity based on updated CRM accounts and data.
• Identify opportunities to connect clients with additional PSHSA products, services, and experts and continue to grow our lead pipeline.

Job Requirements

• Currently enrolled in a post-secondary program (e.g., Business, Marketing, Communications, or related field).
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Confident engaging with clients via phone and email, maintaining a courteous and professional tone in all interactions.
• Proficient in Microsoft Office Suite (Excel, Outlook, Word); experience with CRM or LMS systems is an asset.
• Self-motivated with the ability to work independently and collaboratively.

Details of the Role

Status: Contract

Hours of Work: 37.5 hours/week

Location: Remote in Ontario, Canada

Bargaining Unit Position: No

Travel Required: No

Classification: $ 20-25/hr

About PSHSA

The Public Services Health and Safety Association is growing to meet the demands of a changing landscape that puts a spotlight on Occupational Health and Safety in Ontario. We are on a mission to be a leader in digital workplace health & safety solutions. Our team is innovative, creative, and passionate about creating safer workplaces and bringing Ontario workers home safely.

Application Details

We are looking for individuals that are passionate about health and safety and share our i-CARE values: Innovation. Collaboration. Accountability. Respect & Integrity. Excellence. Feel like you have some of the requirements but not all? We encourage you to apply even if your experience does not match every requirement.

Please visit our Career Centre to apply!

While we sincerely appreciate all applications and your interest in PSHSA, only those selected for an interview will be contacted. PSHSA is an equal opportunity employer and encourages women, Aboriginal people, persons with disabilities and members of visible minorities to apply. PSHSA will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.