Job Description
Company Description
OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24⁄7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive.
Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years.
Job Description
Reporting to the Global Head of Sales Operations and Enablement, the Manager, Sales Operations – Inbound & Activation (Global) is responsible for designing and optimizing how inbound demand is converted into active, revenue-generating clients across global markets.
This role focuses on improving the effectiveness of inbound lead management, onboarding, and early customer engagement, ensuring a seamless and scalable experience from initial contact through to activation.
The role will lead the development and optimization of processes, systems, and reporting frameworks to improve conversion, speed to value, and overall sales performance. Working cross-functionally with Sales, Marketing, Data, and Technology teams, this position is a key contributor to driving revenue growth and improving commercial efficiency.
This is a senior individual contributor role operating globally, driving outcomes through influence, alignment, and delivery across multiple teams.
What you’ll do:
- Develop and maintain key operational and performance reporting across inbound lead management and activation funnel performance (e.g. conversion rates, speed to contact, time to first deal)
- Leverage sales and marketing data to generate actionable insights that improve lead conversion and early customer engagement
- Define and optimize inbound and activation processes across lead intake, qualification, routing, onboarding, and activation
- Work collaboratively with Sales, Marketing, Product, Data, and Technology teams across regions to improve workflows, handoffs, and operational efficiency
- Improve Inbound lead management processes, including lead routing, prioritization, and follow-up, to ensure optimal pipeline conversion
Qualifications
What you bring
- 5+ years of experience in Sales Operations, Revenue Operations, or related roles in fast-paced environments
- Strong experience in inbound funnel management, lead conversion, or activation/onboarding optimization
- Experience working with CRM systems (e.g. Salesforce) and sales tools (e.g. Gong, 6sense, ZoomInfo, etc.)
- Proven ability to lead cross-functional initiatives and deliver outcomes without direct authority
- Strong analytical mindset with ability to translate data into actionable insights
- Outstanding communication and stakeholder management skills
- Experience working in global or multi-regional environments is an asset
- Bachelor’s degree or equivalent practical experience
- Strong understanding of funnel metrics including lead conversion, response time, activation rates, and time-to-value
- Experience with BI and reporting tools (Looker, Tableau, Power BI)
- Ability to translate business requirements into scalable process and system solutions
- Strong organizational skills and attention to detail
- Proven ability to deliver results within tight deadlines
- High levels of self-motivation, ownership, and continuous improvement mindset
The salary range for this position is $90,000.00 - $120,000.00 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus and/or commission. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.
This is an existing full time permanent position.
Additional Information
What it’s like working at OFX
We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re committed to making things easier for our clients, pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.
We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers. We’re curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.
- Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning.
- Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter.
- Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs.
- Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
- Benefits that mean something. We offer a range of fantastic benefits, including health insurance, primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you’ll feel well-supported at OFX.
- A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.
#LI-Hybrid
We may use artificial intelligence (AI) tools to support certain stages of the hiring process, which might include reviewing applications. While these AI tools are designed to help streamline the hiring process, the recruitment team maintains oversight of the hiring process. Final hiring decisions are always made by humans.
At OFX, we are committed to fostering a diverse, inclusive and accessible workplace where we value, respect, and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve, we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process, please email us at [email protected].
We encourage you to apply if this role aligns with your career aspirations.
