CRM UI / UX Specialist
Hai MoneySungai Petani, Kedah, Malaysia7 days ago
Job descriptionDesign and implement workflows, dashboards and custom functionality. Ensure CRM systems are optimised for performance, reporting and integration. Maintain data quality, security and backup procedures. Troubleshoot and resolve technical issues in a timely and efficient manner. UI / UX Design Translate business requirements into wireframes, prototypes and final solutions. Conduct usability testing and iterate based on user feedback and analytics. Collaborate closely with IT teams to align design outcomes with strategic goals. Ensure brand consistency across all digital interfaces and assets. 2–3 years’ UI / UX design experience with CRM platforms, with a strong portfolio. Detail-oriented, following best practices in design and development, and comfortable working independently in a remote team. Experience in financial services, mortgage, or fintech is an advantage. Familiarity with Agile / Kanban workflows, accessibility standards (WCAG), UX writing, and CRM integrations (e.g., HubSpot, Salesforce, Zoho) or automation tools. Proficiency in English and Chinese / Mandarin, both written and spoken. Fully remote role — enjoy the flexibility of working from anywhere in the Philippines. Be part of a purpose-driven business making a meaningful impact in the finance sector. Engage in a broad range of CRM and design projects with real business impact. Work alongside a supportive, collaborative and experienced team across marketing and IT. Opportunities for professional development, growth and long-term career advancement. Contribute to a positive, innovative and fast-paced team culture. Seniority level : Entry level Employment type : Full-time
Hai Money is a dynamic and fast-growing mortgage aggregator, supporting brokers with innovative tools, strong partnerships, and a connected community. With a focus on growth, education and technology, we help brokers build stronger businesses — and we’re expanding our team to support this mission.
Overview
We are looking for a skilled CRM UI / UX Specialist to enhance our digital platforms and user experiences. This role combines CRM development with UI / UX design , requiring both technical and creative capabilities. You’ll be responsible for designing, optimising, and maintaining CRM interfaces, ensuring they are intuitive, user-friendly and aligned with business goals. This is a remote, hands-on role suited to a proactive professional who is both technically proficient and design-focused. The role involves working in an Agile Kanban environment , collaborating with IT teams to deliver high-quality digital solutions.
Responsibilities
- CRM Development
Configure, customise and maintain CRM platforms to support business operations.
Design clean, intuitive and user-centric interfaces using Figma, Adobe XD or similar tools.
Preferred Experience & Skills
Why Join Hai Money
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Specialist Specialist • Sungai Petani, Kedah, Malaysia
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