At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Job description: APAC FSO CRM Senior Associate

Grade: Senior Associate

The opportunity

The APAC FSO Data Management Support is a key role within the APAC Financial Services Organization (FSO), responsible for managing CRM operations across country markets, service lines, and sectors. The Senior Associate assists the Markets Operations Lead to ensure the integrity and accuracy of account and sales and pipeline data. This role requires a strategic mindset to manage the CRM network, drive data quality awareness, and support the data clean up.

Your key responsibilities

• Assisting the Markets Operations Lead, ensuring effective management and continuous improvement of CRM processes.
• Monitor and support data clean-up activities.
• Develop and implement a holistic governance methodology for sales and pipeline data quality.
• Visualize and monitor various data quality (DQ) KPIs to increase the accuracy of forecasting, revenue as well as sales and pipeline reporting.
• Filter, display and address the data DQ issues, allowing for easy identification and prompting for actions.
• Collaborate with GDS CRM teams supporting other regions/areas and focus on team capability development.
• Drive the adoption of the "All In" strategy, ensuring accurate and up-to-date pipeline information.
• Provide leadership views and reporting for various committees and leadership boards.
• Implement pipeline DQ improvement actions, leveraging CRM champions outreach programs and digital media campaigns to enhance user engagement and awareness.
• Monitor and report on the monthly trend of increased DQ dashboard use within the CRM network.
• Design/leverage existing digital media campaigns to improve S&P Data Quality and user awareness. Promote the usage of our data hygiene tools.
• Collaborate with teams across account levels, countries, operations, leadership, and markets to understand and improve forecast quality.
• Foster strong relationships with key stakeholders to support CRM operations and data quality initiatives.

Who will benefit:

• Regional leadership, country, sector, service line, and segment leads.
• CRM users and champions across APAC FSO.
• Pursuit leaders, Markets and business development teams.
• Operations and leadership teams focused on data quality and CRM efficiency.

Key Benefits of Improved Data Quality:

• Enhanced decision-making capabilities.
• Reduced costs associated with maintaining CRM data.
• Increased awareness of strengths for campaign expansion or resource hiring.
• Improved predictability of business performance and pre-sold book.

Skills and attributes for success:

• Comfortable working in a matrixed virtual organization with excellent communication and networking skills – able to effectively manage and influence senior leaders as well as a broad range of stakeholder.
• Being able to adjust according to the audience with a focus on getting work accomplished.
• Ability to work in a high pace, agile environment.
• Ability to work under pressure and to tight deadlines, managing multiple priorities effectively.
• Ability to create insights or synthesize complex information into simple, high impact messages.

To qualify for the role, you must have:

• 3-5 years’ experience in CRM operations management particularly from Mercury to Microsoft Dynamics and other CRM tools such as SAP, Salesforce, Active Directory, preferably within a financial services environment
• Strong understanding of data quality principles and KPIs, along with big data management, data simplification, data storytelling, executive dashboard design and creation
• Excellent communication and stakeholder management skills
• MS Office - Demonstrated expert level experience in MS Excel Data visualization skills for automation and more advanced reporting
• SharePoint Management
• Strategic thinking with a focus on continuous improvement and innovation
• Good project management and change management skills
• Experience in a cross-border role, successfully managing multiple complex efforts at a global level – ideally exposed to cross border/regional role/global role
• Excellent relationship building and interpersonal skills, including cross-cultural competence

Ideally, you'll also have:

• Bachelor’s degree in Business Administration (or equivalent area of study or experience).
• 5+ years of overall experience
• Influencing and networking skills

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.