Client Account Manager (Account Executive)

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

Why join us

• Attractive compensation and benefits package
• Join a dynamic company known for its foreign exchange expertise and innovative payment management SaaS solutions
• Opportunity to make a direct impact on revenue growth and client success
• Collaborative and inclusive culture that values innovation, initiative and continuous learning
• Strong career development pathways across sales, account management and leadership functions
• Hybrid work model supporting flexibility and work-life balance

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.

#Li-Hybrid

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 [email protected].

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