Job description
Job Description
Hi. We’re OFX, 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.
Purpose of your Role
In this role you will be responsible for leading a team of Client Account Managers. Your primary objective will be to drive the team’s performance, support the development and implementation of strategies to maximise client retention and revenue growth. You will also manage a portfolio of existing corporate clients, ensuring an optimal level of service, while seeking new opportunities to discuss how OFX’s products and solutions provide an opportunity for better business money management, financial operations and spend control.
What you do
- Promote a culture of high performance by leading, motivating, and developing a team of experienced Client Account Managers. Responsible for setting clear goals, providing guidance and support, and fostering a collaborative work environment
- Create coaching and development opportunities and actively shape a team that supports the region’s strategic direction, including the ‘how to’ of consultative selling to upsell & cross-sell
- Act as a critical back-up and support to the Growth Leader, Corporate. Responsible for the management of daily work queues and daily revenue performance of the team
- Direct responsibility for managing, retaining and growing a portfolio of high-value corporate relationships
- Build and nurture strong relationships with clients, understanding their needs and priorities, to upsell & cross-sell additional products to solve more pain points & increase product penetration
- Work with internal teams to ensure customer feedback is reviewed and prioritized to enhance client experience
- Consistently meet and exceed sales targets
- Ensure complete and accurate client relationship records within Salesforce
Qualifications
What you bring
Qualifications
- Degree qualified in a Finance or a business-related discipline
Skills and experience
Experience: 5+ years of experience in an account management or relationship management role, within B2B, SaaS or payments industry. People management experience is required.
Education: Post Secondary degree or diploma in related field or equivalent experience
Proven Sales Success: Proven track record of successfully growing accounts through upselling and cross-selling
Relationship Builder: Demonstrated ability to establish and deepen client relationships and build trust
Industry Expertise: Experience managing relationships and selling to CPAs, accounting firms, bookkeepers, and banking sectors. Knowledge of FinTech and Payments a plus. Experience with Accounting software (e.g. Xero & QuickBooks) would be a nice to have
Tech-Savvy & SaaS: Comfortable with SaaS applications, able to translate technical features into business benefits for clients. Familiar with web conferencing tools for product demos and presentations
Communication & Professionalism: Confident, articulate professional communicator both verbal and written
Detail-Orientated: Experience with CRMs specifically Salesforce. Ability to maintains accurate forecasting and records
Problem-Solving & Creativity: Skilled at resolving complex client issues with creative solutions
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, 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.
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.
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.
