Atlantic Partners Asia

Compliance

• Support the implementation and monitoring of compliance frameworks
• Conduct due diligence and KYC checks on customers
• Manage case investigations and escalation processes
• Assist with regulatory audits and compliance reviews
• Perform transaction monitoring and risk identification

Compliance Executive

Customer Success Manager

• Design and execute a multi-year roadmap that transforms our Dynamics platform into a world-class, AI-ready revenue engine
• Architect, design, and implement Microsoft Dynamics 365 CRM solutions optimised for performance, scalability, and user experience
• Lead the full technical lifecycle — from discovery and design through to delivery, testing, and continuous improvement
• Define and enforce CRM data models, integration patterns, and governance standards
• Build and maintain custom entities, workflows, plugins, Power Automate flows, and advanced business rules within Dynamics 365
• Design and deliver CRM capabilities that empower the sales team to manage pipelines, track activities, and close deals efficiently
• Ensure seamless integration with SharePoint, teams and other MS365 products
• Implement client quality scoring and segmentation frameworks within the CRM to support compliance and commercial prioritisation
• Design and build Power Pages portals for client-facing interactions, onboarding journeys, and self-service capabilities
• Architect and implement integrations between Dynamics 365 and third-party compliance and KYC/AML tools
• Own and drive a multi-year CRM vision and technology roadmap
• Communicate complex technical architecture clearly to non-technical stakeholders and executive leadership
• Mentor junior team members and establish best practices for CRM development and delivery

Compliance Executive

Senior Executive, CRM