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Job Title: Executive of CRM
Location: Malaysia
Department: Technology
Job Summary
Responsible to design and execute a multi-year roadmap that transforms our Dynamics platform into a world-class, AI-ready revenue engine — serving our sales teams, enabling compliance-grade client onboarding, and integrating seamlessly with our payments infrastructure.
Job Duties and Responsibilities
CRM Architecture & Engineering
Architect, design, and implement Microsoft Dynamics 365 CRM solutions optimised for performance, scalability, and user experience.
Lead the full technical lifecycle — from discovery and design through to delivery, testing, and continuous improvement.
Define and enforce CRM data models, integration patterns, and governance standards.
Build and maintain custom entities, workflows, plugins, Power Automate flows, and advanced business rules within Dynamics 365.
Sales Enablement & Commercial Operations
Design and deliver CRM capabilities that empower the sales team to manage pipelines, track activities, and close deals efficiently.
Ensure seamless integration with SharePoint, teams and other MS365 products.
Build robust quota management, sales forecasting, and closure rate dashboards — with particular attention to the needs of sales managers and leadership.
Implement client quality scoring and segmentation frameworks within the CRM to support compliance and commercial prioritisation.
Power Pages & Portal Development
Design and build Power Pages portals for client-facing interactions, onboarding journeys, and self-service capabilities.
Third-Party & Payments Integration
Architect and implement integrations between Dynamics 365 and third-party compliance and KYC/AML tools.
Design and deliver CRM integration with our trading and payments systems, supporting complex cross-border fiat and cryptocurrency payment flows.
Build secure, reliable data pipelines and API integrations using REST/SOAP, Azure Logic Apps, Power Automate, and custom connectors.
Roadmap, Strategy & AI Readiness
Own and drive a multi-year CRM vision and technology roadmap, aligned to business strategy and approved by CTO and senior stakeholders.
Design the CRM architecture to be AI-ready — enabling agentic AI workflows, LLM-powered automations, predictive analytics, and intelligent recommendations.
Identify and evaluate emerging Microsoft and partner technologies (Copilot Studio, Azure AI, Power Platform AI Builder) for adoption into the roadmap.
Stakeholder Influence & Leadership
Act as a trusted advisor and technical authority for CRM across CTO, Sales, Compliance, and Operations.
Communicate complex technical architecture clearly to non-technical stakeholders and executive leadership.
Lead requirements gathering, solution design workshops, and roadmap reviews.
Mentor junior team members and establish best practices for CRM development and delivery.
Key Requirements
Education & Experience
Expert-level proficiency in Dynamics 365 Sales, Customer Service, and related modules: Microsoft Dynamics 365
Advanced skills across Power Pages, Power Automate, Power Apps, and Power BI: Power Platform
Hands-on experience integrating Dynamics with third-party platforms via REST APIs, Azure Logic Apps, and custom connectors: Integration
Proven experience integrating CRM with payments or trading systems, including cross-border fiat and/or crypto infrastructure: Payments & FinTech
Experience connecting CRM to KYC/AML or compliance platforms (e.g., SumSub, ComplyAdvantage, Jumio, Onfido, or similar): Compliance Tools
Solid understanding of Azure services relevant to CRM architecture (Azure Service Bus, Azure Functions, API Management): Azure & Cloud
Familiarity with Microsoft Copilot, Azure OpenAI, or agentic AI patterns applied to CRM workflows: AI & Automation
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