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Senior Distribution Analyst, APAC

Schroders Investment Management
Singapore
Posted 28 days ago Permanent Competitive
Jacylnn
Posted by
Jacylnn Tan
Onsite Recruitment Lead
Senior Distribution Analyst, APAC
Working within the APAC CRM and Client Insights Unit, this role is responsible for improving sales effectiveness and business outcomes by building strong relationships with business units across the region that enable the candidate to drive system development and direction; as well as deploying analytics and deep client insights. It is also responsible for the delivery, monitoring and adoption of reliable, quality data; and supporting global initiatives via occasional deployment testing, user engagement/training and management information (MI) reporting. The role requires a strong understanding of core sales concepts, CRM capabilities, analytics tools, big data and the ability to collaborate with a wide range of teams and regions across the organisation (Sales, Marketing, CRM and Client Insights Unit across APAC and the UK).

Key Responsibilities
  • Work closely with the global CRM team to deliver the CRM and Clients Insights Units priorities for the APAC region
  • Build and develop business relationships vital to the success of the regional priorities
  • Understand the needs of each regional team and apply human centred solutions that deliver real value and insights
  • Develop and present new options or opportunities for stakeholders to leverage data and analytics tools
  • Define the scope, deliverables, and success criteria that support business goals and the global implementation approval process
  • Build bespoke solutions in Tableau CRM where proposals fall outside the global implementation process
  • Triage requests for CRM support and data analysis through a strong backlog and prioritisation framework
  • Coordinate and manage internal/external resources and vendors for the flawless execution of projects
  • Evaluate and provide regular feedback to the Regional Manager on the usefulness of initiatives and activities, providing forecasts or recommendations for improvement
  • Coordinate with legal and compliance to provide advice and support on technical solutions' adherence with the formal data governance and privacy requirements in region

Knowledge and Skills Required:
  • Experience and knowledge with Salesforce Tableau CRM or similar data analytics tools & languages (e.g. PowerBI, Tableau, SQL)
  • Knowledge of CRM methodologies, processes and toolsets, coupled with strong commercial acumen to recognise opportunities for enhancement
  • Experience of managing systems and processes across sales, marketing and client servicing
  • Thorough understanding of the global CRM & Client Insights Unit roadmap and how this aligns to the wider company strategy
  • Experience with the challenges/opportunities in implementing a global CRM Roadmap into a region
  • Stakeholder management - to ensure that CRM roadmap reflects regional requirements, conforms with regional governance and is aligned with the global strategy
  • Business change, human-centred design and project implementation skills
  • Understanding of different cultural expectations and approaches and able to leverage experience to successfully engage stakeholders to ensure the roadmap, wider strategy and BAU requirements are achieved
  • Strong advocate for data-led decision making and genuine analytics insights
  • An excellent understanding of Salesforce or similar CRM system
  • Strong understanding of Sales and Marketing processes

Desirable
  • Ideally holds one or more Salesforce certifications (E.g. Admin 201, Einstein Analytics and Discovery Consultant)
  • Good experience and knowledge of email marketing systems (Marketing Cloud/Pardot) and related apps
  • Experience in and understanding of the investment management industry desirable
  • Bachelor's degree in a relevant discipline
  • Business change and project implementation skills an advantage
  • Understanding of human centred design methodologies and concepts

Key Behaviours
  • Self-starter who will take initiative, can think outside the box and apply creative problem-solving to come up with solutions
  • Strong analytical skills and ability to work with and interpret data
  • Ability to build and maintain strong relationships with all stakeholders - from individual sales users to senior team leaders and management executives
  • Ability to work independently and as part of a team in a multi-discipline and matrix environment
  • Excellent communication skills; able to support & drive change effectively by collaborating across a range of stakeholder groups as various levels of a global organisation
  • Commitment to providing excellent customer service
  • Excellent attention to detail; consistency across written materials and CRM reporting is key
  • Deadline driven with an ability to prioritise and manage multiple pieces of work at the same time in an often fast-paced environment

We're looking for the best, whoever they are

Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.

Job ID: SIN01785
Job ID  SIN01785
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