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Performance Specialist (CRM Management & Data Analyst)

Performance Specialist (CRM Management & Data Analyst)

SnaphuntKuala Lumpur, Malaysia
30+ days ago
Job description

The Offer

  • Working for a dynamically growing company
  • Challenging but exciting tasks with our own product
  • 16 paid vacation days per year, 14 paid sick leave days per year, 11 days Public holidays
  • Medical insurance
  • Dental expenses reimbursement
  • Parking and commuting reimbursement
  • Professional education budget
  • Language learning budget
  • Wellness budget (gym membership, sports gear and related expenses)

The Job

  • Oversee the CRM system, ensuring that leads, clients, and partners are accurately assigned and unassigned to relevant team members in the Business Development Department
  • Develop and implement CRM processes and procedures that align with company objectives and industry best practices
  • Generate regular reports and provide analytics on the performance of the Business Development Department, including lead generation, trading volume generated, conversion rates, and client / partner retention
  • Act as the primary point of contact for CRM system support, troubleshooting, and maintenance, coordinating with IT and other relevant departments as needed
  • Ensure the accuracy and relevance of Tableau reports by regularly updating data, implementing quality control measures, and addressing any discrepancies or inconsistencies
  • Collaborate with the Operations Manager and other stakeholders to establish and maintain performance benchmarks and KPIs for the Business Development Department
  • Provide training and support to team members on the effective use of the CRM system, Backend, Tableau, and other tools necessary for their roles
  • Participate in the development and implementation of continuous improvement initiatives to enhance the overall efficiency and effectiveness of the Business Development Department
  • Stay up-to-date on industry trends and best practices in CRM management, analytics, and business development to ensure the company remains competitive and continues to provide exceptional service to clients / partners
  • Perform any other duties and responsibilities as assigned by the Operations Manager

    • The Profile

  • Experience with Tableau, Power BI or other BI systems
  • Experience with Google Workspace or Microsoft
  • Experience with CRM systems
  • Good Math skills
  • Analytical mindset
  • Experience with Business Development Department, pipelines and workflow
  • English and Malay languages

    • The Employer

    Our client is a global multifunctional broker that has been shaping the industry since its founding in 2012. With a presence in over 160 countries, Our client is on a mission to create an enticing and transparent trading environment where individuals can unlock their full investment potential.

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