Banking: Digital Solutions Specialist (CRM & Platforms)

RecruitFirst Pte. Ltd; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen CRM Insights Analysten, der die digitale Transformation vorantreibt und die Benutzererfahrung optimiert. In dieser spannenden Rolle werden Sie digitale Plattformen und CRM-Tools verwalten, um interne Prozesse zu verbessern und die Kundenreise zu optimieren. Sie arbeiten eng mit verschiedenen Teams zusammen, um geschäftliche Anforderungen zu erfassen und die Plattformnutzung zu analysieren. Ihre Fähigkeit, Benutzerfeedback zu synthetisieren und in umsetzbare Verbesserungen zu übersetzen, wird entscheidend sein, um die Systemakzeptanz zu fördern und die Effizienz zu steigern. Wenn Sie leidenschaftlich an Technologie interessiert sind und einen Unterschied machen möchten, ist diese Gelegenheit perfekt für Sie.

Qualifications

• 5+ Jahre Erfahrung in Plattform- und Projektmanagement.
• Starker Hintergrund im Finanzdienstleistungssektor, vorzugsweise im Wealth Management.

Responsibilities

• Verwalten und verbessern Sie digitale Plattformen und CRM-Tools.
• Leiten Sie plattformbezogene Initiativen von der Planung bis zur Umsetzung.

Skills

Plattformmanagement

Projektmanagement

Digitale Transformation

Stakeholder Engagement

CRM-Systeme

Kundenreise-Initiativen

Education

Bachelor in Business

Bachelor in Technologie

Tools

Salesforce

Microsoft Dynamics

Job description

CRM Insights Analyst

Duration: Till 1st Nov 2025
Working hours: Mon-Fri 9am-6pm

Job Purpose:

We are looking for a proactive and detail-oriented individual to support the daily management and enhancement of digital platforms and CRM tools used by our frontline and internal teams. You will play a key role in improving employee workflows and enhancing customer journeys by driving user-centric improvements, coordinating cross-functional projects, and promoting system adoption.

Job Descriptions:

• Manage and enhance digital platforms and CRM tools to improve internal processes and client experiences.

• Gather, prioritize, and document business requirements by working closely with Sales, Product, Digital, and Technology teams.

• Lead platform-related initiatives from planning to implementation, ensuring timely stakeholder communication and change management support.

• Monitor platform usage, analyze user behavior, and identify opportunities for continuous improvement.

• Prepare and deliver regular reports, dashboards, and insights to assist management decision-making.

• Champion platform adoption through user engagement initiatives, training sessions, and ongoing support.

• Maintain high governance standards for all system enhancements and ensure compliance with internal policies.

• Act as a key liaison between frontline teams, digital teams, and tech support to resolve system issues and deliver a seamless user experience.

Requirements:

• Bachelor’s degree in Business, Technology, or a related field

• 5+ years of experience in platform management, project management, digital banking, or sales enablement roles

• Strong background in financial services, preferably wealth management or retail banking

• Hands-on experience with CRM systems (e.g., Salesforce, Microsoft Dynamics, or similar)

• Experience in managing digital transformation or customer journey initiatives is a plus

• Strong project management and stakeholder engagement skills

• Ability to synthesize user feedback and translate it into actionable platform enhancements

• Singaporeans only

Wang Chloe | R23118712
RecruitFirst Pte Ltd (13C6342)