Performance Specialist

Responsibilities

• Oversee the CRM system, ensuring that leads, clients, and partners are accurately assigned and unassigned to relevant team members in the Business Development Department
• Develop and implement CRM processes and procedures that align with company objectives and industry best practices
• Generate regular reports and provide analytics on the performance of the Business Development Department, including lead generation, trading volume generated, conversion rates, and client/partner retention
• Act as the primary point of contact for CRM system support, troubleshooting, and maintenance, coordinating with IT and other relevant departments as needed
• Ensure the accuracy and relevance of Tableau reports by regularly updating data, implementing quality control measures, and addressing any discrepancies or inconsistencies
• Collaborate with the Operations Manager and other stakeholders to establish and maintain performance benchmarks and KPIs for the Business Development Department
• Provide training and support to team members on the effective use of the CRM system, Backend, Tableau, and other tools necessary for their roles
• Participate in the development and implementation of continuous improvement initiatives to enhance the overall efficiency and effectiveness of the Business Development Department
• Stay up-to-date on industry trends and best practices in CRM management, analytics, and business development to ensure the company remains competitive and continues to provide exceptional service to clients/partners
• Perform any other duties and responsibilities as assigned by the Operations Manager

Requirements

• Experience with Tableau, Power BI or other BI systems
• Experience with Google Workspace or Microsoft
• Experience with CRM systems
• Good Math skills
• Analytical mindset
• Experience with Business Development Department, pipelines and workflow
  
• English and Malay languages

Will be a plus

• Experience in financial industries
  

We offer

• Working for a dynamically growing company
• Challenging but exciting tasks with our own product
• 16 paid vacation days per year
• 14 paid sick leave days per year
• 11 days Public holidays
• Medical insurance
• Dental expenses reimbursement
• Parking and commuting reimbursement
• Professional education budget
• Language learning budget
• Wellness budget (gym membership, sports gear and related expenses)