Teams at OFX

Drive revenue by re-engaging and reactivating dormant B2B clients through high-volume outbound outreach, upselling OFX FX, cards, and spend-management solutions, managing pipeline in Salesforce, and building relationships with finance decision-makers.

Identify and qualify outbound sales leads via high-volume phone, email and LinkedIn outreach. Research prospects, articulate OFX products, perform initial qualification, schedule meetings, and maintain accurate Salesforce records while meeting lead-generation targets.

Review transaction-monitoring alerts, sanctions/PEP/adverse media screening, and corporate structure changes. Document outcomes, escalate suspicious activity, and collaborate with teams to ensure compliance while delivering customer-focused service.