Client Account Manager

**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
- ** 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