Job ref no.: CT3120081-01#1843

CRM Specialist (Salesforce)

ComplianceAsia Consulting Ltd

ComplianceAsia ( is the longest established compliance consulting firm in Asia Pacific established in 2003 with offices in Hong Kong, Shanghai and Singapore. We have an unmatched track record of completing complex compliance consulting projects for financial firms in the APAC region. With over 60 staff who are compliance experts with experience in dealing with SFC, HKMA, MAS, CSRC, JFSA and Asian exchanges, we provide independent, unbiased advice on Asian financial industry legislation and regulations. Our international client base consists of asset managers, hedge funds, private equity, funds, family offices, broker-dealers, insurers, wealth managers and investment banks.

We are looking to recruit the following position:

CRM Specialist (Salesforce)

Key responsibilities

  • To ensure the CRM database documentation remains up to date & relevant
  • To administer, configure, train, support and document critical CRM processes
  • To maintain system configuration including user set up, screen customization and layout, field and value creation/definition, as well as data management
  • To develop robust capturing systems for ensuring the accuracy of data
  • To understand, report, and seek to rectify data quality issues and impact
  • Ensure staff are trained on CRM developments and the impact to marketing efforts
  • To develop, maintain and execute business reports
  • Provide back up to other key marketing tasks such as events, social media and client on-boarding
  • Participate in ad hoc projects as assigned


  • Degree holder in Marketing or related discipline
  • Experience with Salesforce is a MUST
  • Professional client service manner, responsiveness, flexibility and adaptability
  • Attention to detail, self-motivated, and eager to learn
  • Good command of written and spoken Cantonese and English

Contact Us

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Job Types: Full-time, Permanent

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More job information
Job ref no. CT3120081-01#1843
  • N/A
Job Function
Employment Term
  • Full-time
  • 0 year - 5 years
Career Level
  • Non-management level
  • Degree