Operational Specialist

Role Overview: As a CRM and Engagement Management Specialist at EY, you will play a crucial role in enhancing client relationships, driving business growth, and delivering high-quality work. Your expertise in financial management, engagement strategies, and resource management will contribute to the success of diverse teams and help shape a better working world. Key Responsibilities: - Utilize CRM tools and engagement management skills to enhance client relationships and drive business growth. - Oversee budgeting and reporting processes, including tracking internal charge codes and monitoring performance against budgetary goals. - Create compelling presentations using advanced PowerPoint skills, ensuring clarity and engagement for stakeholders. - Build and maintain SharePoint sites or other knowledge platforms, structuring information effectively based on provided guidance. - Utilize simple Excel skills for data tracking and reporting, ensuring accuracy and consistency in all outputs. - Maintain a strong quality mindset by validating and spot-checking data, reports, and presentations to ensure high standards. - Foster transparent and honest communication with team members and stakeholders, demonstrating strong collaboration and stakeholder management skills. - Leverage resource management tools (e.g., Retain, Mera, Profinder, Discover) to optimize resource allocation and project execution. Qualifications Required: - Proven experience in CRM and engagement management. - Strong financial management skills, including budgeting and reporting. - Exceptional PowerPoint presentation and creative design abilities. - Experience in building and structuring SharePoint sites or similar knowledge platforms. - Proficient in Excel for basic data management tasks. - Detail-oriented with a strong quality mindset. - Excellent communication skills, both verbal and written. - Strong teamwork capabilities and stakeholder management skills. - Familiarity with resource management tools is a plus. If you are passionate about CRM, engagement management, and delivering high-quality work, this exciting opportunity at EY is tailored for you. Join us in building a better working world with a focus on creating new value for clients, people, society, and the planet while fostering trust in capital markets through advanced technology and global expertise.,