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

Title: 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 as well as 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

At Deloitte, we believe in the importance of empowering our people to be leaders at all levels. We connect our purpose and shared values to identify issues as well as to make an impact that matters to our clients, people and the communities. Additionally, Associates / Analysts / Consultants across our Firm are expected to:

• 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.

Experience and educational 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 enjoy 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.