Inside Sales Representative

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'll be responsible for qualifying and converting inbound sales leads and trial users into dedicated clients of OFX. You'll work to identify customer needs, effectively articulate OFX's value proposition, and discuss how OFX's products and solutions provide an opportunity for better business money management, financial operations and spend control.

This is a fast-paced sales role that requires speed and efficiency throughout the sales cycle. Inside Sales Representatives 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

• Prompt follow-up on warm leads primarily generated through marketing registrations
• Review customer profiles, identify customer needs and engage with potential clients through video, phone, & email
• Provide an overview of OFX's products and solutions, quickly identifying value for the prospective client
• Own sales cycle through to close, hitting monthly targets
• Communicate with buyers that include Finance Leaders, Controllers, Accountants, C-level executives and other decision makers
• Ensure complete and accurate client relationship records within Salesforce
• Work with internal stakeholders to ensure clients are guided through the required compliance checks and are ready to engage with OFX's Activation team
• Maintain up to date knowledge of OFX products, solutions, and pricing

What you bring

• Experience: Sales Professional with 2+ Years in B2B, SaaS or payments
• Education: Post Secondary degree or diploma in related field or equivalent experience
• Proven Sales Success: Demonstrated success achieving sales goals in competitive fast-paced environment
• Industry Expertise: Experience selling to finance teams, CPAs, accounting firms, bookkeepers, and banking sectors. Knowledge of FinTech and Payments a plus.
• Client-Focused Sales Skills: Strong consultative sales approach, with the ability to educate clients on best practices and tailor solutions to meet customer needs.
• 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.
• Collaborative: Team player and highly adaptable with an ability to work in a fast-paced environment
• Organized & Efficient: Strong time-management and multi-tasking abilities, with a focus on efficiency.
• Detail-orientated: Experience with CRMs, specifically Salesforce. Ability to maintain accurate forecasting and records
• Communication & Professionalism: Confident, articulate, professional communicator with strong listening skills and the ability to establish relationships quickly
• Problem-Solving: Ability to identify client needs and work towards solution

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

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

We encourage you to apply if this role aligns with your career aspirations.