About the role
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 sales professional to join our Commercial team. As a Client Manager you will drive growth across a large portfolio of existing but unmanaged clients. This is a proactive role focused on identifying opportunities, engaging customers, and unlocking revenue within an established base. You will re-engage existing and dormant clients, reactivate trading activity, and expand adoption of OFX’s suite of financial solutions, including FX, Cards, Spend Management and other financial operations products. This role blends account management and relationship building with the commercial focus and high outbound activity of a strong Account Executive. What you do Execute high-volume outbound engagement across a large portfolio of existing and dormant clients via phone, email and virtual meetings to re-engage customers and uncover growth opportunities Reactivate inactive and dormant clients by driving renewed trading activity and increasing engagement with OFX products and services Drive cross-sell and upsell across OFX’s FX, Cards, Spend Management and other financial operations solutions by identifying and converting expansion opportunities Increase client revenue through higher FX volumes and broader adoptions of non-FX products and services Build and maintain relationships with finance leaders, business owners and key decision-makers to understand business needs and priorities Translate client needs into tailored OFX solutions and value-based outcomes Consistently achieve and exceed activity, engagement, and revenue targets Maintain accurate pipeline management, forecasting, and CRM records in Salesforce What you bring Experience: 2.5+ years in Account Management, Business Development, Account Executive or Relationship Management roles within B2B SaaS, FinTech, Payments, FX or Financial Services Education: Post-secondary degree or diploma in a related field or equivalent experience Proven Sales Success: Demonstrated success growing revenue through upselling, cross-selling, reactivation and outbound sales activity in a target-driven environment Proactive Sales Approach: Comfortable with high-volume outbound activity, proactive engagement and consistently converting opportunities into revenue Client-Focused Sales Skills: Strong consultative approach with the ability to uncover needs and tailor solutions to drive customer value Industry Expertise: Experience engaging finance leaders, CPAs, accountants, bookkeepers and business owners; exposure to FX, payments or financial operations is highly regarded Tech-Savvy & SaaS: Confident using SaaS tools, CRM systems (Salesforce preferred), and translating product features into business outcomes Communication & Professionalism: Strong verbal and written communicator with the ability to build trust and credibility quickly Problem-Solving & Commercial Acumen: Able to identify client needs and structure practical, value-driven solutions Collaborative & Driven: Self-motivated, resilient and effective in fast-paced, target-driven environments