Client Promotions Manager

4 days ago

Sydney, New South Wales, Australia beBeePromotions Full time $80,000 - $120,000

Are you looking for a challenging role where you can make a significant impact in the financial industry?

We are seeking an experienced Client Promotions Operations Specialist to join our dynamic team. As a key member of our operations team, you will play a pivotal role in managing and executing promotional campaigns from an operational and quality assurance perspective.

Key ResponsibilitiesCampaign Execution & Support
  • Coordinate end-to-end execution of promotions and campaigns (e.g. deposit bonuses, trading competitions, referral programs)
  • Work closely with cross-functional teams, including Marketing, CRM, and Compliance
  • Prepare campaign briefs and terms and conditions
Operations & Compliance
  • Ensure all promotions comply with local regulatory requirements and internal company policies
  • Liaise with compliance teams for promotional approvals
  • Maintain accurate promotion records, including terms and conditions, 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 by operations staff, including both promotion application processing and client account setup, to ensure that eligibility criteria are correctly applied and that all configurations within the CRM system align precisely with defined promotion rules and the expected client experience
  • Support operation staff by identifying recurring errors or inconsistencies in promotion processing, and provide clear QA insights on SOP adherence, rule misinterpretations, and data handling issues
  • Strengthen communication between QA and promotion operations teams, ensuring that customer feedback and QA findings are systematically documented and integrated into the continuous improvement of processes, rules, and systems
  • Generate detailed QA reports after each review cycle, highlighting key findings, pass/fail rates, rule violations, and process inefficiencies, to support management in performance evaluations, targeted training, and operational improvements
  • Contribute to the improvement of promotions workflows, approval timelines, and automation where possible
  • Identify inefficiencies and propose solutions to enhance execution speed and accuracy
Qualifications
  • At least 2 years of experience in an operations team within the CFD industry or other financial industries is preferred
  • Strong project management skills with a proven 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
  • A 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) is desirable
Benefits
  • Annual milestone gifts that grow with each year of service
  • Vibrant workplace culture with regular team-building activities fostering camaraderie and collaboration
  • Flexible Spending Account (FSA) for health and wellness needs
  • Regular training opportunities tailored to your role

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