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CRM UI / UX Specialist

CRM UI / UX Specialist

Hai MoneyKota Bharu, Kelantan, Malaysia
2 days ago
Job description

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 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
  • Design clean, intuitive and user-centric interfaces using Figma, Adobe XD or similar tools.

  • 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.
  • Preferred Experience & Skills

  • 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.
  • Why Join Hai Money

  • 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.
  • Employment details

  • Seniority level : Entry level
  • Employment type : Full-time
  • Referrals increase your chances of interviewing at Hai Money by 2x

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    Specialist Specialist • Kota Bharu, Kelantan, Malaysia

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