Client Account Manager

This is a Client Account Manager - Corporate role with OFX based in Sydney, NSW, AU
== OFX ==

Role Seniority - mid level

More about the Client Account Manager - Corporate role at OFX

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

OFX is seeking a driven, results-oriented team player to join our expanding sales team. In this role you will be responsible for managing high-value client relationships 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. Client Account Managers, who consistently exceed their targets will have the opportunity to explore a variety of exciting career growth prospects within our dynamic and growing organisation.

What you do

• Direct responsibility for managing and growing a portfolio of high-value clients

• Build and nurture strong relationships with clients, understanding their needs and priorities, and deepen the clients' usage of OFX's products and solutions

• Work with internal teams to ensure customer feedback is reviewed and prioritized to enhance client experience

• Utilizing your expertise in OFX product and services to upsell and cross-sell, meeting client needs

• Consistently meet and exceed sales targets

• Ensure complete and accurate client relationship records within Salesforce

Why Join Us

• Attractive compensation and benefits package

• Join a dynamic company known for its foreign exchange expertise and innovative payment management SaaS solutions

• Chance to contribute to high-impact projects and drive strategic growth initiatives

• Work in a collaborative and inclusive environment that values diversity and innovation

• Opportunities for professional development and career growth

Qualifications

What you bring

• Experience: 2-5+ years' experience in an account management or relationship management role, within B2B, SaaS or payments industry

• 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 finance leaders, CPAs, accounting firms, bookkeepers, and banking sectors. Knowledge of FinTech and Payments a plus. Experience working with clients that also use accounting software such as 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 people.culture@ofx.com. We encourage you to apply if this role aligns with your career aspirations.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the OFX team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Managing client relationships
• Building client connections
• Collaborating with internal teams

Key Strengths

• Account management
• Sales expertise
• Relationship building
• FinTech knowledge
• SaaS proficiency
• Communication skills

Why OFX is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with OFX not with Hatch.

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