CRM Executive

Key Responsibilities:

• CRM System Maintenance & Process Optimization:

  • Manage and maintain daily CRM system operations (e.g., Salesforce or similar tools) to ensure data accuracy and real-time database updates.
  • Continuously review and optimize operational workflows to improve team efficiency and data accuracy.
  • Ensure seamless routine functionality across operational tools, including Omnichat and SurveyMonkey.

• MGM Verification & Data Audit:

  • Perform systematic verification and cross-checking of "Member-Get-Member" (MGM) records to ensure authenticity, prevent abuse, and uphold data integrity.
  • Audit daily membership transactions and resolve routine account/loyalty anomalies.

• CRM Content & Visual Execution (Canva Required):

  • Design and execute monthly CRM promotional materials, electronic posters, e-banners, and member communications using Canva.
  • Draft simple and clear routine marketing notices, promotional messages, and push notifications.

• Reporting & Operational Support:

  • Generate routine monthly reports, data tracking, and performance insights for management review.
  • Provide stable administrative support for all loyalty-related operations.

Requirements:

• Education & Experience:

  • Diploma, Associate Degree, or Bachelor's Degree in Business, Marketing, Information Systems, or related disciplines.
  • At least 1-2 years of solid experience in CRM operations, loyalty program maintenance, or marketing administration.
  • Familiarity with HKB2B systems(Beauty) or relevant beauty industry knowledge is a strong advantage.

• Technical & Software Skills (Essential):

  • Hands-on experience operating and maintaining CRM platforms (e.g., Salesforce or similar backend systems).
  • Proficiency in Canva is MUST for designing monthly promotional posters and marketing collaterals.
  • Proficient in MS Excel (Data filtering, VLOOKUP, and basic report formatting).

• Work Style & Personality:

  • Stable, highly structured, and patient; comfortable with routine system maintenance, detailed data auditing, and hands-on design work.
  • Strong process-oriented mindset with keen attention to data accuracy and detail.
  • Reliable, responsible, and prefers working within clear, established operational frameworks.