Business Development Operations Specialist

PricewaterhouseCoopers; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

PwC Singapore's Asset and Wealth Managed Services (AWMS) team is seeking a driven Operations professional to maintain CRM records, generate pipeline reports and help coordinate proposals, onboarding and contracting activities.

You will work with cross-functional stakeholders, ensuring data quality, timely updates and accurate dashboards while leveraging Excel, PowerPoint, SharePoint and Salesforce. A background in professional or financial services is valued.

Qualifications

• A bachelor’s degree in business, finance, accounting, information systems or another relevant discipline.
• 3 to 4 years’ experience in business development operations and support, CRM administration, proposal coordination, client onboarding or a related role.
• Experience in professional services, financial services, asset management, wealth management, fund administration or another regulated environment would be advantageous.
• Strong attention to detail and organisation, with the ability to prioritise and deliver high-quality work within tight deadlines.
• A proactive and resourceful self-starter who takes ownership, navigates ambiguity and follows through.
• Strong stakeholder skills and an improvement-focused mindset, with the curiosity and drive to find practical solutions and better ways of working.
• Proficient in Excel and PowerPoint, with experience using SharePoint, Teams and a CRM such as Salesforce.
• Exposure to Power BI, Power Automate or similar reporting and workflow tools is an advantage.
• Sound judgement when handling client and business information.

Responsibilities

• Maintain accurate CRM, opportunity, pipeline and client records.
• Prepare clear pipeline reports, forecasts and management dashboards.
• Coordinate proposals, credentials, approvals, timelines and follow-ups.
• Support contracting and onboarding through organised checklists, action logs and document control.
• Track dependencies, highlight delays and coordinate stakeholders to keep activities moving.
• Improve recurring workflows, reporting and data quality using approved tools.

Skills

CRM administration

Proposals coordination

Client onboarding

Data quality

Stakeholder management

Attention to detail

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in business/finance/accounting/information systems

Tools

Salesforce

Power BI

Power Automate

SharePoint

Teams

Excel

PowerPoint

Job description

Job Description & Summary

At PwC, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We’re a tech-forward, people-empowered network with more than 364,000 people in 136 countries and 137 territories. Across audit and assurance, tax and legal, deals and consulting, we help clients build, accelerate, and sustain momentum. Find out more at www.pwc.com.

PwC Singapore’s Asset and Wealth Managed Services (AWMS) supports fund managers, family offices, funds and asset owners across the fund and family office lifecycle. Backed by a multidisciplinary team, we provide tailored, technology-enabled support across regulatory, tax, fund administration, accounting, data and operational needs—helping clients streamline day-to-day activities and focus on their core priorities.

Join PwC Singapore’s Asset and Wealth Managed Services team and help keep our business development activities running effectively. You will maintain accurate pipeline and client data, support reporting and proposals, and coordinate contracting and onboarding activities across a multidisciplinary team.

What You Will Do

• Maintain accurate CRM, opportunity, pipeline and client records.
• Prepare clear pipeline reports, forecasts and management dashboards.
• Coordinate proposals, credentials, approvals, timelines and follow-ups.
• Support contracting and onboarding through organised checklists, action logs and document control.
• Track dependencies, highlight delays and coordinate stakeholders to keep activities moving.
• Improve recurring workflows, reporting and data quality using approved tools.

What You Bring

• A bachelor’s degree in business, finance, accounting, information systems or another relevant discipline.
• 3 to 4 years’ experience in business development operations and support, CRM administration, proposal coordination, client onboarding or a related role.
• Experience in professional services, financial services, asset management, wealth management, fund administration or another regulated environment would be advantageous.
• Strong attention to detail and organisation, with the ability to prioritise and deliver high-quality work within tight deadlines.
• A proactive and resourceful self-starter who takes ownership, navigates ambiguity and follows through.
• Strong stakeholder skills and an improvement-focused mindset, with the curiosity and drive to find practical solutions and better ways of working.
• Proficient in Excel and PowerPoint, with experience using SharePoint, Teams and a CRM such as Salesforce.
• Exposure to Power BI, Power Automate or similar reporting and workflow tools is an advantage.
• Sound judgement when handling client and business information.