Senior Client Operations Specialist (Promotions)

Posted 7 Days Ago
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Sydney, New South Wales, AUS
In-Office
Senior level
Fintech • Financial Services
The Role
Manage end-to-end execution and QA of promotional campaigns (bonuses, competitions, referrals). Configure CRM/promotion engines, ensure regulatory compliance, liaise with Marketing/Compliance/Tech, run QA reviews, produce QA reports, identify process gaps, and drive improvements to promotions workflows and automation.
Summary Generated by Built In

TMGM stands at the forefront of online trading and investment services, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, TMGM has earned its reputation as a trusted CFD trading provider. We embody excellence through a commitment to regulatory compliance, technological innovation, and unparalleled customer service.
At TMGM, our vision goes beyond providing a platform for trading; we aspire to empower our clients with the best trading conditions. We leverage industry-leading and cutting-edge innovative platforms to ensure that your trading experience is nothing short of exceptional. Our relentless commitment to research and development continually pushes the boundaries of liquidity and usability, giving you the tools you need to thrive in an ever-evolving financial landscape.

About the Role

We are seeking a Senior Client Promotions Operations Specialist to join our dynamic team within the financial industry, specifically focusing on CFDs (Contracts for Difference). You will play a pivotal role in managing and executing our promotional campaigns from an operational and quality assurance perspective. You will develop a deep understanding of various promotion types, rules, and CRM configurations to ensure that client application processes are handled with precision and fairness. Through close collaboration with cross-functional teams, you will help enhance the end-to-end client experience. This role requires a keen eye for detail, strong data and system thinking, and the ability to identify process gaps and drive continuous improvement. 

Responsibilities

Campaign Execution & Support 

  • 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. 

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 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 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. 

Requirements
  • 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).

Benefits
  • Celebrate your tenure with us! Receive generous milestone anniversary gifts that grow with each year of service.
  • Join a vibrant workplace culture with fantastic team-building activities, fostering camaraderie and collaboration among colleagues.
  • Prioritize your well-being! Access our Flexible Spending Account (FSA) for various health and wellness needs.
  • Invest in your growth! Access annual training opportunities tailored to your role.

Skills Required

  • At least 2 years experience in operations within the CFD or other financial industries
  • Strong project management skills; ability to oversee multiple projects concurrently
  • Strong attention to detail and commitment to accuracy
  • Quick learner able to absorb and apply information efficiently
  • Team player with excellent collaboration skills
  • Proficiency in Microsoft Office
  • Advanced Excel skills
  • Bilingual proficiency in English and Chinese (Mandarin)
  • Willingness to work on public holidays
  • Experience using CRM tools, promotion engines, and backend dashboards to set up and monitor campaigns
  • Experience conducting QA/testing of promotional mechanics and producing QA reports
  • Knowledge of local regulatory requirements for promotions and ability to liaise with compliance
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The Company
HQ: Sydney, New South Wales
500 Employees
Year Founded: 2013

What We Do

TMGM is a global online trading platform that takes pride in being Chelsea FC's Official Regional Online Forex and Trading Partner in the Asia Pacific region. Our platform empowers investors to manage their investment portfolios efficiently, providing access to various products, including Forex, Shares, Precious Metals, Energies, Indices, and Futures. At TMGM, we simplify direct CFD trading through a sophisticated online platform, offering advanced technology, unparalleled support, and an innovative structure that allows traders to focus on making informed investment decisions while we handle the rest. Established in 2013 with headquarters in Sydney, TMGM has earned its reputation as a trusted CFD trading provider. With over 500 employees across three continents, the #TMGM Family is continually growing. At TMGM, we don't just offer jobs; we provide opportunities to shape careers and build futures. Our dedication to excellence and innovation creates an empowering work environment where your skills are valued, and your aspirations are encouraged. If you're excited about joining TMGM, explore our websites for more insights and opportunities. We look forward to welcoming you to the TMGM family.

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