
Prospecting Platform
7 days ago
Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.
Job Profile Summary:
You will be reporting to the Head of Digital Enablement and responsible for driving Customer Relationship Management (CRM) digital agenda and adoption.
You will focus on one of the digital verticals in Distribution Digital Enablement Team - Prospecting Platform Team. You will lead the team to focus on digital strategy and building new digital capabilities / platforms to enable lead management, prospecting and managing relationship with existing customers.
You will also actively drive stakeholder management and change management for these new capabilities / platforms launched to drive maximum adoption across our channels.
The role will be responsible for the following duties but not limited to:
- Digital_
- Drive initiatives to implement new platform or build new capabilities to enhance our CRM and other distributor services capabilities.
- Maintain / migrate current CRM capabilities
- Review the design and implementation of new features / functionalities
- Recommend digital solutions to enhance our CRM capabilities
- Steer distribution business / digital requirements in the design of new platforms and digital capabilities by working closely with various departments across organization (inc. Distribution, Customer, Risk and Compliance)
- Oversee delivery quality by working closely with Technology and Quality Assurance team in UAT
- Driving adoption strategy, change management, training and communications in new launches / releases
- People and Business Leadership_
- Lead the Distribution Lead Engagement Platform team to ensure execution excellence across new digital initiatives in our CRM platform(s)
- Work closely with key Business Generation stakeholders to drive business development opportunities in line with the strategic direction
- Collaborate with regional Pulse Center of Excellence teams as Distribution single point of contact in strategy and execution
- Work closely with PACS Technology, Customer, Compliance and Risks to ensure quality in delivery, maximise business value and enhance prioritization decisions
- Engage distributors in the design process to ensure user-led design that drive ambassadorship and meet customers and business needs
- Support Head of Digital Enablement to build the business case and develop the local ACR for each new platform where applicable
Who we are looking for:
- A degree in a discipline related to Digital, Information System & Technology
- Min. 6 years in financial services related industry; and
- Preferred experience in digital and/or project management, navigating large and complex organisations, including gaining access to key executives and stakeholders and successfully managing relationship building dynamics and processes
- Competencies & Personal Traits_
- Demonstrated ability to build relationships and influence key and senior stakeholders to deliver outcomes
- Demonstrated idea generator, intellectually curious with a thirst of continual improvement and ability to proactively leverage technology and digital mediums
- High degree of strategic orientation, innovative and lateral thinking, solutions-orientation and ability to drive outcome
- Ability to bring together and work with cross functional teams
- Ability to create a positive environment and respond to constant change
- Strong presentation and communication skills
- Strong attention to details
- Strong commitment to excellence in anticipating needs, mitigating risks and minimising potential problems
- Enthusiastic and energetic in getting things done
- Strategic thinking and analytical with good project management and execution skills
- Good collaboration skills and an effective team player
- Knowledge of the Financial / Insurance industry having worked with a salesforce / distribution team to drive successful adoption of solutions and programmes for sales engagement and CRM platforms
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