CRM Analytics Platform Manager
4 weeks ago
About the role
CGS-CIMB Securities (CGS-CIMB) is a leading integrated financial services provider in Asia. It is a joint venture between China Galaxy International Financial Holdings Limited, a wholly owned subsidiary of China Galaxy Securities Co. Ltd., and CIMB Group Sdn Bhd.
Through a network of local offices, branches, and strategic partners, we have a direct global presence in 15 countries and territories, providing a truly Asian perspective. We are well-positioned as Asia’s leading financial gateway with a core focus on deep-dive research and in-depth analysis on equities and financial products.
Job Responsibilities
We are looking for someone with a strong understanding of the CRM platform (eg. Salesforce) and a desire to keep learning. He/she should be comfortable liaising with users and enjoy learning new business processes to translate them into technical solutions.
- Proven ability in managing the day-to-day CRM platform and its operations.
- Able to identify process gaps and embracing the platform features in optimizing business processes, increasing user adoption, and defining product roadmap.
- Working knowledge of various architecture methodologies.
- Act as a solution lead to guide project team members for the duration of the project
- Work with business functions to clarify requirements, set the scope and see through until delivery, leads requirements gathering workshops and requirements document review.
- Able to work under pre-agreed timeline and maintaining high-quality standards.
- Coordinate internal resources and third parties/vendors for the execution of projects.
- Ensure that all projects are delivered on-time, within scope and within budget.
- Developing project scopes and objectives, involving all relevant stakeholders, and ensuring technical feasibility
- Develop a detailed project plan to track progress.
- Use appropriate verification techniques to manage changes in project scope, schedule, and costs.
- Measure project performance using appropriate systems, tools, and techniques.
- Good technical skills and interpersonal skills to liaise with stakeholders.
- Create and maintain comprehensive project documentation.
- Experience in implementing configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
- All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules.
Job Qualifications
- Degree/Diploma in any Information Technology discipline
- 3 – 5 years of experience with CRM platforms (eg Salesforce)
- Certified Salesforce Administrator and Trailhead Badges/Super Badges will be an advantage
- Knowledge in ETL and Power BI for Data Analytics will be an advantage
- Strong CRM product knowledge and at least 2+ years of CRM Administration hands-on experience
- To work efficiently with others on work on projects or towards a common goal.
- Ability to communicate effectively with others and get along with a variety of different types of personalities.
- The ability to recognize problems, distil and define the pertinent issues, and determine and propose effective solutions.
- Dependability and a Strong Work Ethic
- Adaptability and Flexibility
- People who are constantly thinking of new ways to accomplish tasks
Tell employers what skills you have
Product Knowledge
CRM
Requirements Gathering
UAT
Derivatives
Oracle
Solutioning
ERP
Application Development
ETL
Securities
Information Technology
SQL
Project Management
Team Player
Java
CAD
Linux
Software Development
Business Requirements
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