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
