Shopify, Crm Senior Business Analyst jobs

Exchanger Industries Limited is Canada's leading provider of custom heat transfer solutions. We're an Alberta-based, globally recognized manufacturer of innovative, quality, custom heat transfer equipment, services, and solutions that help our customers hit their goals across both the project and product life cycle. Our roots are in the Alberta oil fields, but our customers, our project record, and our data now span the globe.

About this role

We're looking for someone who's genuinely hard to find. Analytics in a custom manufacturing business demands two things that rarely sit comfortably in the same person: the rigour to stand behind every number — to trace a KPI back to its formula, its source, and the decision it's meant to support — and the curiosity to put modern AI tools to work, using Microsoft Copilot and Power BI's AI features to turn raw data into a clear story in a fraction of the time. The catch is judgment: we don't want someone who blindly pastes whatever the model produces, and we don't want someone who refuses to use the tools at all. We want the person in the middle — fast with AI, but the final set of eyes that confirms it's accurate, relevant, and actually true to the business.

Reporting into leadership across Engineering, Sales, and Business Development, you'll be the analytical backbone of how this company sees itself: the dashboards leaders open first thing in the morning, the variance report that explains why a project slipped, the forecast that shapes next quarter's plan. You'll be the connective tissue between commercial performance and engineering execution — and the person who keeps everyone honest about data quality.

What you'll do

Engineering analytics

• Build, maintain, and continuously improve dashboards tracking drafting hours, capacity loading, milestone performance versus baseline, and rework trends
• Analyze hours expended versus budget by drafting activity and product group, and run department loading analysis to flag capacity, leveling, and resource risks early
• Prepare variance and root-cause reporting for leadership and manager review
• Pull rework hours from timesheet data, categorize quality and rework drivers, and support structured corrective-action discussions
• Reinforce accurate time tracking and data coding across the drafting team to protect data integrity

Sales & business development analytics

• Analyze sales performance by product line, region, channel, and salesperson; track revenue, conversion rates, average deal size, and pipeline health
• Prepare sales forecasts and demand projections, and support quota setting and territory planning
• Produce weekly, monthly, and quarterly sales performance reporting
• Use Microsoft Copilot, Power BI AI features, and AI-assisted tools to accelerate report creation, generate automated narrative summaries (what changed and why it matters), and support variance explanation and trend identification — then validate every AI-generated output for accuracy, relevance, and business context

CRM, data quality & governance

• Own HubSpot data hygiene and governance; keep opportunity, pipeline, and customer data accurate and complete, and analyze deal progression and stage velocity
• Define and maintain EIL's KPI dictionary — definitions, formulas, owners, refresh cadence, data source, and the decision each metric supports
• Implement automated data-quality checks (completeness, duplicates, stage hygiene, time-coding accuracy, outliers) with exception reporting, and run monthly data-quality reviews with functional owners

Cross-functional & executive support

• Deliver custom reports and analysis on request from leadership
• Prepare the Monthly Sales Report in collaboration with senior leadership across Sales, Business Development, and Engineering
• Identify underperforming areas and emerging growth opportunities, and turn them into clear, data-driven recommendations

What you bring

• A bachelor's degree or diploma in Information Systems, Computer Science, Engineering, Business Management, or a related discipline
• 2–4 years in a business, engineering, or commercial analytics environment
• Practical, hands-on experience using AI tools to support analysis and reporting — Microsoft Copilot, Power BI AI features, AI-assisted Excel — paired with the judgment to know when the output is right and when it isn't
• Strong Excel (Power Pivot a bonus) and the discipline to standardize templates that feed reliable reporting
• Working proficiency across Microsoft 365 (Teams, SharePoint/OneDrive), HubSpot CRM, and Power BI
• SQL for querying and joining data; experience with APIs/connectors (HubSpot to Power BI) is a strong asset, and Microsoft Fabric or Azure data tools are a bonus
• Genuinely clear communication — the ability to take a tangle of data and hand leadership a story they can act on
• Statistical thinking (trends, seasonality, forecasting logic) and familiarity with structured problem solving: root cause, variance analysis, corrective action
• CBAP (Certified Business Analysis Professional) is considered an asset, not a requirement

Work environment

• Primarily office-based at our Calgary / Fort Saskatchewan area facility
• Frequent, day-to-day collaboration with Engineering, Drafting, Sales, Business Development, Estimating, Finance, Operations, and IT
• A fast-paced setting where multiple teams depend on your numbers being right

Room to grow

Depending on your strengths and interests, this role can open into estimating and product sales support, business development and market analysis, opportunity sizing for new markets and customers, and go-to-market and customer-facing work.

How to apply

Qualified candidates are invited to apply through Indeed with a detailed resume and salary expectations, in confidence.

Job Types: Full-time, Permanent

Benefits:

• Company events
• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site gym
• On-site parking
• Paid time off
• Vision care

Ability to commute/relocate:

• Calgary, AB T2C 3G3: reliably commute or plan to relocate before starting work (required)

Application question(s):

• What software systems have you worked with?
• What are your salary expectations?

Education:

• Bachelor's Degree (preferred)

Experience:

• Business analysis: 2 years (required)
• Manufacturing: 2 years (preferred)
• AI: 2 years (required)

Work Location: In person