CRM Transformation Lead (Dynamics) | Data & Automation

Howden Private Wealth; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Howden Private Wealth seeks a seasoned CRM Project Manager to lead end-to-end delivery of a central CRM platform. You will review systems, define roadmaps, and translate business needs into Dynamics CRM solutions, coordinating with IT and vendor teams to ensure data quality and scalable architecture.

With 5–8 years in CRM transformation or implementations, you will drive data governance, integration, and automation, supporting analytics and improved customer journeys across global UHNW clients.

Qualifications

• Bachelor's degree in Information Systems, Computer Science, or related field.
• 5–8 years of experience in project management, CRM transformation, or system implementation.
• Experience with Dynamics CRM configurations, workflows, integrations and testing.

Responsibilities

• Lead end-to-end delivery of the central CRM platform initiative, from current-state assessment to implementation and optimisation.
• Review existing systems, platforms, and data flows to identify gaps, redundancies, and integration opportunities.
• Define and drive the CRM roadmap, ensuring standardised data structures, workflows, and scalable architecture.
• Translate business requirements into functional and technical solutions within Microsoft Dynamics CRM.
• Oversee system integration, working with Group IT and vendors to connect CRM with enterprise platforms.
• Drive data migration, cleansing, and governance to ensure high-quality, analytics-ready lifecycle data.
• Lead automation and workflow design to improve efficiency and enhance customer journey management.
• Manage project delivery (timeline, risks, testing, and stakeholder engagement), including hands-on involvement in solutioning and.

Skills

CRM project management

Stakeholder management

Cross-functional collaboration

Problem-solving

Education

Bachelor’s degree in Information Systems/Computer Science/Business

Tools

Microsoft Dynamics CRM

APIs

Power BI

Job description

Howden Private Wealth seeks a seasoned CRM Project Manager to lead end-to-end delivery of a central CRM platform. You will review systems, define roadmaps, and translate business needs into Dynamics CRM solutions, coordinating with IT and vendor teams to ensure data quality and scalable architecture.

With 5–8 years in CRM transformation or implementations, you will drive data governance, integration, and automation, supporting analytics and improved customer journeys across global UHNW clients.