ERP & CRM Admin -Forex - Back Office

Industry: Forex / Financial Services
Location: UAE
Experience Required: Minimum 3 years (Forex Brokerage mandatory)

Job Summary

We are seeking a highly skilled CRM Administrator with hands-on experience in the Forex trading industry to manage, customize, and optimize our CRM systems. The ideal candidate will support sales, retention, compliance, and operations teams by ensuring smooth CRM functionality, data accuracy, reporting, and system integrations in line with regulatory requirements in the UAE.

Key Responsibilities :CRM Management & Administration

• Administer and maintain the CRM platform used for Forex trading operations (e.g., MT4/MT5 CRM, Salesforce, Zoho, HubSpot, or proprietary CRM).
• Configure user roles, permissions, workflows, pipelines, and automation rules.
• Ensure seamless integration between CRM, trading platforms (MT4/MT5), payment gateways, KYC/AML systems, and marketing tools.
• Monitor system performance and resolve CRM-related issues promptly.

Forex Operations Support

• Manage client lifecycle from lead generation to account activation, trading, and retention.
• Handle CRM configurations related to IB management, rebates, commissions, and affiliate tracking.
• Support sales and dealing teams with accurate client data and real-time reporting.
• Monitor deposits, withdrawals, trading activity, and account status through CRM.

Data Management & Reporting

• Maintain data accuracy, integrity, and security within the CRM.
• Generate daily, weekly, and monthly reports on leads, conversions, trading volume, deposits, withdrawals, and revenue.
• Provide customized dashboards and reports for management and compliance teams.
• Analyze CRM data to identify performance trends and improvement areas.

Compliance & Regulatory Support

• Ensure CRM processes align with UAE regulatory requirements (SCA, DFSA, ADGM, as applicable).
• Manage KYC, AML, and client documentation workflows within the CRM.
• Assist compliance teams during audits by providing CRM reports and records.
• Ensure secure handling of sensitive client information.

System Enhancement & Coordination

• Coordinate with IT, vendors, and CRM providers for upgrades, enhancements, and bug fixes.
• Test new features, integrations, and workflows before deployment.
• Provide CRM training and ongoing support to sales, retention, and operations teams.
• Document CRM processes, SOPs, and user guides.

Required Skills & Qualifications

• Minimum 3 years of experience as a CRM Administrator in a Forex brokerage or trading firm.
• Strong understanding of Forex trading operations, client lifecycle, IB structures, and trading platforms (MT4/MT5).
• Hands-on experience with CRM systems used in Forex environments.
• Knowledge of KYC/AML processes and regulatory compliance in the UAE.
• Advanced reporting and data analysis skills.
• Proficiency in Excel and CRM reporting tools.
• Strong problem-solving, communication, and coordination skills.
• Ability to work in a fast-paced, regulated financial environment.

Preferred Qualifications

• Experience working with regulated Forex brokers in the UAE.
• Familiarity with automation tools, APIs, and CRM integrations.
• Knowledge of client retention strategies and sales funnel optimization.
• Experience supporting multilingual sales teams.

What We Offer

• Competitive salary based on experience.
• Opportunity to work with a regulated Forex brokerage.
• Career growth in a dynamic financial services environment.
• Professional and performance-driven work culture.

Job Type: Full-time

Pay: AED5,000.00 - AED7,000.00 per month

Ability to commute/relocate:

• Dubai: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• What is your current Salary Package (AED) ?
• What is your expecting Salary Package ( AED) ?
• Are you available to Join Immediately ?
• Please provide the Forex Firm/broker name you have worked with ?

Experience:

• Forex Industry: 1 year (Required)
• CRM/ERP Administrator: 1 year (Required)

Language:

• English (Preferred)

Work Location: In person