Experience

Senior Executive, Clients & Markets

KPMG Singapore · Full-time · Jul 2020 – Jun 2022

Owned CRM administration and data governance — turning manual reports into real-time Dynamics 365 dashboards at scale and establishing CRM as the source of truth for account, contact and opportunity data.

• Drove the shift from team-managed spreadsheets to CRM as the single source of truth for account, contact and opportunity data, administering business rules, values, views, dashboards, sector tagging and day-to-day platform health.
• Converted manual reports and static dashboards into real-time Dynamics 365 views — creating and maintaining more than 2,000 views and reports powering over 150 dashboards, and introducing standard reporting formats so cross-reporting used consistent definitions across functions and business units.
• Built CRM data-governance dashboards (contact, account, opportunity and user) and delivered risk reporting on pipeline health, partner performance and key business metrics, including dashboard updates for organisational changes.
• Improved CRM data quality through mass updates across contact roles, functional focus, job titles, sectors and account intelligence.
• Developed and maintained the Firm Top 1000 segment — combining key accounts and contacts linked to major revenue contributors and priority prospects through dynamic filtering.
• Administered LinkedIn Sales Navigator for around 50 business-development users (onboarding, adoption and usage tracking) and enabled the Contactous integration with Dynamics 365, allowing name-card scanning and reducing manual contact creation.
• Deployed lead management for Consulting so teams could track pre-opportunity records without inflating opportunity reporting, and built stakeholder maps for priority accounts using Dynamics 365 hierarchy features.
• Collaborated with Advisory's Data & Analytics team on relationship-intelligence mapping using CRM data, Neo4j and Python, identifying relationship clusters for business development and marketing.
• Managed data-import activities and ongoing development of Dynamics 365 Sales; deployed a default personalised dashboard for all users and supported the WalkMe rollout.
• Contributed to Programme Connect, a firmwide initiative to streamline internal processes.