SEA- Client Data Insights (CDI) Executive/ Senior Executive

Deloitte PLT; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A global professional services firm is seeking a CDI Executive/Senior Executive in Kuala Lumpur. The candidate will play a critical role in client relationship management (CRM) and drive digital transformation efforts, ensuring data integrity and reporting. They will be responsible for user adoption, supporting inquiries, and enhancing CRM processes. Candidates should hold a relevant bachelor's degree and have 1-3 years of experience in CRM or data operations, ideally with Salesforce skills. This position offers an opportunity to contribute significantly to the firm's data-driven decision-making processes.

Qualifications

• Bachelor's Degree in a relevant field.
• 1-3 years of experience in CRM or data operations.
• Proficient in Excel; knowledge of Power BI is a plus.

Responsibilities

• Support clients in CRM functions and operations.
• Drive digital transformation efforts.
• Monitor and maintain data quality in the CRM system.

Skills

CRM management

Data analysis

Communication

Problem-solving

Proficient in Microsoft Excel

Salesforce experience

Education

Bachelor's Degree in Business, Finance, Engineering, Data Science/Analytics, Statistics

Tools

Salesforce

Microsoft Excel

Power BI

Job description

SEA- Client Data Insights (CDI) Executive/ Senior Executive

Date: 8 Jan 2026

Location: Kuala Lumpur, MY

SEA - Client Data Insights (CDI) Executive/ Senior Executive

Are you ready to unleash your potential?

At Deloitte, our purpose is to make an impact that matters for our clients, our people, and the communities we serve.

We believe we have a responsibility to be a force for good, and WorldImpact is our portfolio of initiatives focused on making a tangible impact on society’s biggest challenges and creating a better future. We strive to advise clients on how to deliver purpose‑led growth and embed more equitable, inclusive and sustainable business practices.

Hence, we seek talented individuals driven to excel and innovate, working together to achieve our shared goals.

We are committed to creating positive work experiences that foster a culture of respect and inclusion, where diverse perspectives are celebrated, and everyone is recognised for their contributions.

Ready to unleash your potential with us? Join the winning team now!

Work you’ll do

Deloitte is seeking a CDI Executive/Senior Executive to support the firm in their Client Relationship Management (CRM) function & operations. This role will be instrumental in driving our digital transformation efforts, enhancing user adoption, and enabling data‑driven decision‑making across SEA. The successful candidate will provide frontline CRM support, manage data integrity, and contribute to CRM reporting and training initiatives.

Roles and responsibilities

• Participate in Deloitte’s digital transformation projects by promoting user adoption, improving data capture practices, and delivering meaningful business insights.
• Act as first line of support for CRM related enquiries, troubleshooting and requests from SEA users.
• Maintain and enhance the CRM support model by streamlining processes and implementing improvements.
• Monitor and maintain data quality within the CRM system (Salesforce), ensuring accuracy, completeness, and consistency.
• Develop reports/dashboards using Salesforce, and Excel.
• Investigate and resolve data or reporting issues in a timely manner, working closely with relevant stakeholders.
• Assist the CDI Director in managing the pursuit funding program, including applications tracking, reporting usage, and coordinating with stakeholders.
• Provide administrative support for ad‑hoc CRM projects or initiatives as required.

Your role as a leader

• Demonstrate a strong commitment to personal learning and development.
• Understand how our daily work contributes to the priorities of the team and business.
• Understand the set expectations and demonstrate accountability in keeping personal performance on track.
• Actively focus on developing effective communications and relationship‑building skills with stakeholders, clients and team.
• Demonstrate an appreciation for working with others.
• Understand what is fundamental to Deloitte’s success as a business.
• Demonstrate integrity and an awareness of strengths, differences, and personal impact.
• Develop their understanding of Deloitte and offer a fresh perspective.

Requirements

• Bachelor's Degree in Business, Finance, Engineering, Data Science/Analytics, Statistics or related fields
• 1-3 years of relevant work experience in CRM, data operations, sales operations, or support roles (Salesforce experience preferred)
• Proficient in Microsoft Excel; knowledge of Power BI or other data visualization tools is an advantage
• Familiarity with concepts like Macro/SQL/HTML/Python a plus
• Attention to detail and enjoyment working with data
• Diligent in execution and ability to think critically
• Good communication and problem‑solving skills, with the ability to manage stakeholders queries professionally
• Proactive, collaborative, adaptable in multi‑functional teams, multi‑country environment

Due to volume of applications, we regret only shortlisted candidates will be notified. Candidates will only be contacted by authorized Deloitte Recruiters via firm’s business contact number or business email address.

Requisition ID: 112033