Job
Core
Own FXBackOffice CRM configuration, workflows, and integrations as the single point of expertise between Operations, Compliance, Marketing, and IT.
Role type
Senior FXBackOffice CRM Configuration Specialist
Builds
Regulated and offshore brokerage entities' onboarding, risk scoring, account management, and payment workflows
Domain
Financial services / Retail brokerage / Regulatory compliance
Required skills
FXBackOffice configuration, YAML/JSON, MT4/MT5 structures, KYC/AML processes, PSP integration, SQL, Excel
Preferred skills
B2Core/Syntellicore/Leverate experience, Python/JavaScript scripting, MiFID II knowledge
Technologies
FXBackOffice, MT4, MT5, YAML, JSON, SQL, Python, JavaScript
Responsibilities
Configure onboarding applications and questionnaire YAML; Build and tune AML risk scoring and appropriateness testing modules; Maintain separate configurations for regulated and offshore entities; Set up account types and platform mappings; Manage PSP and payment method configurations; Configure IB module hierarchies and commission structures; Automate operational steps via rules and triggers; Act as first-line support and manage vendor tickets; Build reports and dashboards for stakeholders.