job description
Are you a strategic thinker with a passion for building lasting client relationships in the financial services sector? MHA Consultancy Services is seeking a Senior Customer Relationship Management (CRM) Executive to lead high-value client escalations, rate approvals, and retention strategies in our dynamic, fast-growing environment.
Based in the vibrant hub of Canggu, Bali, you’ll play a pivotal role in enhancing customer satisfaction, optimizing CRM systems, and driving revenue growth through data-driven decision-making. This is a unique opportunity to shape the future of client engagement while enjoying the work-life balance that Bali’s inspiring landscape offers.
If you thrive in a collaborative, results-oriented culture and have a proven track record in CRM leadership, we’d love to hear from you. Join us and take your career to the next level in one of Southeast Asia’s most exciting financial services markets.
Responsibility
- Lead and resolve high-value client escalations with professionalism and efficiency, ensuring customer satisfaction and retention.
- Oversee rate approvals, pricing strategies, and contract negotiations to maximize profitability while maintaining competitive advantage.
- Develop and implement CRM strategies to enhance client engagement, loyalty, and long-term relationships.
- Analyze customer data and market trends to identify opportunities for upselling, cross-selling, and service improvements.
- Collaborate with sales, marketing, and product teams to align CRM initiatives with business objectives.
- Optimize CRM software (e.g., Salesforce, HubSpot) to streamline workflows, automate processes, and improve data accuracy.
- Prepare and present regular reports on CRM performance, client feedback, and revenue impact to senior management.
- Mentor and train junior team members on best practices in client relationship management and CRM tools.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field. MBA or relevant certification is a plus.
- Minimum of 5 years of experience in Customer Relationship Management (CRM), preferably in financial services, banking, or fintech.
- Proven track record in handling high-value client accounts, escalations, and rate negotiations.
- Strong proficiency in CRM platforms (e.g., Salesforce, Zoho, HubSpot) and data analysis tools (e.g., Excel, Power BI).
- Excellent communication, interpersonal, and problem-solving skills with a customer-centric approach.
- Ability to work in a fast-paced environment, manage multiple priorities, and meet tight deadlines.
- Fluency in English (written and spoken); additional languages (e.g., Indonesian, Mandarin) are advantageous.
- Strategic thinker with a data-driven mindset and a passion for continuous improvement.