Senior Client Operations Specialist (Promotions)

TMGM

Sydney

4 weeks ago

Sydney

4 weeks ago

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Senior Client Operations Specialist (Promotions)

Senior Client Promotions Operations Specialist needed for TMGM's financial services team in Sydney. Role involves managing promotional campaigns, ensuring compliance, and driving process improvements. Requires 2+ years in financial operations, strong project management, and bilingual English/Chinese proficiency.

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Hybrid

Full-time

Mid Level

CFDs

CRM

Salary

Not specified

Work Location

Sydney, New South Wales, Australia, AU

Work Model

Hybrid

Experience Required

2 years

Employment Type

Full-time

Experience Level

At least 2 years of experience in an operations team within the CFD industry or other financial industries is preferred.

Core Qualifications

Technical (Must-have)

CFDsCRMQAMicrosoft OfficeExcel

Soft Skills

project managementattention to detailquick learnerteam playercollaborationcommunication

Tools (Must-have)

CRM toolspromotion enginesbackend dashboardsMicrosoft Office

Key Responsibilities

•Coordinate end-to-end execution of promotions and campaigns (e.g. deposit bonuses, trading competitions, referral programs)
•Work closely with the Marketing, CRM, Compliance
•Prepare campaign briefs and T&C.
•Ensure all promotions comply with local regulatory requirements and internal company policies.
•Liaise with compliance teams for promotional approvals.
•Maintain accurate promotion records, including T&Cs, logs, and internal trackers.
•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.
•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.

Senior Client Operations SpecialistPromotionsFinancial ServicesQuality AssuranceCFDsCRMQASydneyHybridBilingual

Key Responsibilities

•Coordinate end-to-end execution of promotions and campaigns (e.g. deposit bonuses, trading competitions, referral programs)

•Work closely with the Marketing, CRM, Compliance

•Prepare campaign briefs and T&C.

•Ensure all promotions comply with local regulatory requirements and internal company policies.

•Liaise with compliance teams for promotional approvals.

•Maintain accurate promotion records, including T&Cs, logs, and internal trackers.

•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.

•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.