Client Promotions Operations Specialist
1 week ago
TMGM (TradeMax Global Markets) is a leading multi-asset broker headquartered in Sydney, Australia, offering trading services across Forex, CFDs, indices, commodities, shares, and cryptocurrencies. Founded in 2013 by experienced traders, TMGM is committed to providing clients with a seamless and secure trading experience powered by cutting-edge technology and superior liquidity.
We are seeking a Client Promotions Operations Specialist to join our team in the financial industry, specifically focusing on CFDs (Contracts for Difference). You will manage and execute promotional campaigns from an operational and quality assurance perspective, develop an understanding of promotion types, rules, and CRM configurations, and ensure client application processes are handled with precision and fairness. This role requires a keen eye for detail, strong data and system thinking, and the ability to identify process gaps and drive continuous improvement.
Key Responsibilities- Campaign Execution & Support: Coordinate end-to-end execution of promotions and campaigns (e.g., deposit bonuses, trading competitions, referral programs). Work closely with Marketing, CRM, and Compliance teams. Prepare campaign briefs and terms & conditions.
- Operations & Compliance: Ensure all promotions comply with local regulatory requirements and internal policies. Liaise with compliance for promotional approvals. Maintain accurate promotion records, including T&Cs, logs, and internal trackers.
- Platform & Tool Coordination: Use CRM tools, promotion engines, and backend dashboards to set up and monitor campaigns. Collaborate with Tech/Dev teams to test and QA promotional mechanics before go-live.
- QA and Process Improvement: Conduct QA reviews of promotions and client account setups to ensure eligibility criteria and CRM configurations align with promotion rules. Identify recurring errors, provide QA insights, document customer feedback, and integrate findings into process improvements. Generate detailed QA reports after each review cycle and support management with training and performance evaluation insights. Contribute to workflow improvements and automation where possible.
- At least 2 years of experience in an operations role within the CFD industry or another financial industry is preferred.
- Strong project management skills with the ability to oversee multiple projects concurrently in a fast-paced environment.
- Strong attention to detail and a commitment to accuracy.
- Quick learner with the ability to absorb and apply information efficiently.
- Team player with excellent collaboration skills.
- Proficiency in Microsoft Office (advanced Excel skills are an advantage).
- Willingness to work on public holidays.
- Bilingual proficiency in English and Chinese (Mandarin).
- Benefits and culture: milestone anniversary gifts, vibrant workplace culture with team-building activities, Flexible Spending Account (FSA) for health and wellness, and access to annual role-specific training opportunities.
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
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