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Joey Yap Group

CRM / ERP Specialist

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  • Posted 14 days ago
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Job Description

We are seeking a highly organized, detail-oriented CRM / ERP Specialist to take ownership of our system, Odoo with a strong focus on supporting sales operations. This role is critical in driving system accuracy, streamlining sales workflows, and enabling data-driven decision-making through robust reporting and analytics.

Key Responsibilities

CRM / ERP System Administration

  • Administer, configure, and maintain the system (Odoo) to ensure smooth operation and optimal performance.
  • Oversee system upgrades, customizations, and integrations as needed.

Data Integrity & Analytics

  • Maintain clean and accurate data by managing imports, exports, deduplication, and validation processes.
  • Develop dashboards and generate reports on salesperson activity, performance, and pipeline trends.
  • Perform basic data analysis to support business decisions and uncover insights.

Sales Process Optimization

  • Automate and streamline sales workflows to enhance productivity and reduce manual effort.
  • Work closely with the sales team to ensure the supports key sales and marketing functions.

Stakeholder & Vendor Coordination

  • Gather and translate business requirements into solutions in collaboration with internal stakeholders.
  • Liaise with external vendors or partners during rollouts, enhancements, or troubleshooting.

Training & Adoption

  • Provide system training and support to new and existing staff.
  • Assist with onboarding of sales team members and support teams that interact with finance (e.g., payments and invoicing modules).
  • Create and maintain user documentation, manuals, and SOPs.

System Maintenance & Security

  • Implement and monitor access controls, security protocols, and regular system checks.
  • Stay updated on system capabilities and suggest improvements based on evolving business needs.

Qualifications

  • Diploma or Degree in Data Analytics, Business Administration, or a related field.
  • At least 23 years of experience in a similar CRM / ERP role; fresh graduates not preferred.
  • Hands-on experience with Odoo, Salesforce, HubSpot, Zoho or similar platforms.
  • Strong proficiency in English; Mandarin is a plus.
  • Familiarity with reporting tools and data-handling techniques; knowledge of Python, XML, or other automation tools is advantageous.
  • Good interpersonal and communication skills with the ability to work cross-functionally.
  • Experience coordinating projects or rollouts, ideally using Agile methodologies.

Staff Benefit

  • EPF, SOCSO, medical claim and hospitalization insurance.
  • Yearly performance bonus and increment.
  • Monthly Birthday celebration and sports activities.
  • Discounted company products and services.
  • Education support on Chinese Metaphysics studies.

Working hour: Monday to Friday 9am to 6pm

More Info

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About Company

Job ID: 143316481