The opportunity The APAC FSO CRM Senior Associate 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 sales and pipeline data. As the organization transitions from Mercury CRM to Microsoft Dynamics in September, the role is integral to successful transition and methodology. This role requires a strategic mindset to manage the CRM network, drive data quality awareness, and support the transformation of CRM operations.
Your key responsibilities Assisting the Markets Operations Lead, ensuring effective management and continuous improvement of CRM processes.Develop and implement a holistic governance methodology for sales and pipeline data quality.Visualize and monitor various data quality (DQ) KPIs to aid in forecasting, including anticipated win dates, calendarization, and weighted pipeline figures.Oversee the transition from Mercury CRM to Microsoft Dynamics, ensuring a smooth migration and minimal disruption to operations.Provide weekly alerts and DQ communication to users, utilizing the new CRM system for source data.Collaborate with teams across account levels, countries, operations, leadership, and markets to understand and improve forecast quality.Filter and display pipeline DQ issues, allowing for easy identification and action on individual opportunities.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.Address pipeline DQ issues such as lapsed opportunities, misaligned calendarization, aged opportunities, dormant opportunities, and rapid deal closure.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.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 stakeholders.Ability 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: Experience in CRM operations management, preferably within a financial services environment.Strong understanding of data quality principles and KPIs.Experience with transitioning CRM systems.Excellent communication and stakeholder management skills.Demonstrated high level experience in MS Office (Word, Excel & PowerPoint).Intermediate-Expert level experience in Power BI.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, you'll also have: Bachelor's degree in finance or accounting (or equivalent area of study or experience).3-5 years of overall experience.Influencing and networking skills.What we offer EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations – Argentina, China, India, the Philippines, Poland and the UK – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We'll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.
Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.Success, as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.About EY 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 to the complex issues facing our world today.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
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