Hi. We’re OFX, a global provider of online, international payment and expense management services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence.

Our focus is to support both businesses and accounting firms to move away from costly, manual payment processes and provide both scalable and automated solutions that drastically improve the ability of businesses to support their finance functions with an innovative new approach to global and domestic payments and expense management. 

At OFX, you’ll have the opportunity to reach beyond your role and function across disciplines. Make use of your diverse skill set at a business that values your expertise and turn your potential into reality.

Purpose of your role

At OFX, user relationships are a key priority in providing an unparalleled experience to our customers. As an Account Manager, you will be responsible for winning, servicing, retaining and growing a designated portfolio of accounting, bookkeeping and advisory users. You will be responsible for achieving new and existing revenue targets whilst ensuring there is minimum level of customer churn across the portfolio.

It has never been a better time to join OFX as we unveil a revolutionary new product, distinguishing us from competitors. In conjunction, you’re able to leverage your relationship-building prowess to deliver top-tier client service, addressing accounting challenges with our tailored solutions and working closely with your manager to improve the overall service offering. You will proactively identify client needs, aligning our product suite to foster their business growth and provide support to ensure their extensive use of the platform. Your expertise in accounting, payments, and SaaS sales is key to succeeding in the role.

What you do

• Grow and manage an existing portfolio of accounting users with a focus on increasing revenue and generating new interest through referrals of both their existing client base and new accountants/advisors.
• Pro-actively engage your portfolio to communicate partner events, provide updates on product improvements, identify use cases for providing further value to these users, generate new referral opportunities for the new business team to expand and reduce churn by becoming a valuable relationship to your clients’ businesses.
• Bring experience in the relationship management of a portfolio to be able to develop a key account plan that manages growth of our top accounts vs general accounts while maintaining the balance to support both effectively.
• Provide responsive and efficient management of all inbound enquires and liaise with support, product and implementation teams to ensure a satisfactory outcome for your clients’ requests while providing user feedback/issues to assist product development and enhance our CVP of the channel.
• Actively engage and work closely with the OFX compliance, marketing, operations, sales and development/engineering teams in pursuit of achieving commercial objectives.
• Strictly adhere to the full suite of OFX credit, risk management and group policies.

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

“Everyday they’re helping people, and I get to make sure nothing stands in their way.”

• Are you a Junior Lawyer, Paralegal or Legal Secretary looking for a new challenge where your skills and experience are highly valuable?
• Work for a culture that values its Employees
• Fulltime, hybrid

ABOUT LEAP
LEAP is the leading provider of Legal Practice Productivity Solutions in the world and is part of ATI – one of the largest international LegalTech companies. For more than 30 years, our curiosity and commitment to continual improvement has kept us reimagining productivity tools for lawyers and their staff to support our guiding purpose, to ‘Help lawyers who help people’. The market leading software we develop and support is used by more than 100,000 lawyers and their staff in small and medium sized law firms.

Working alongside our international team of passionate high achievers, you’ll join a fast-growing technology business where things seldom stay the same for long. With more than 1000 smart, caring and ambitious ‘LEAPsters’ working together across Australia, Canada, the United States, the United Kingdom, the Republic of Ireland, Poland and New Zealand, you’ll find yourself in good company here.

MEET THE TEAM
Help is at the heart of everything we do at LEAP and no one knows that better than the friendly faces and voices of our invaluable Client Support Team.

Reporting to the Helpdesk Manager, you will build your product knowledge by resolving product, software and related environmental issues as reported by our clients in a high-volume, transactional environment.

Our entire team are passionate, driven, customer focused consultants that strive to provide world class services to our clients, who thrive on improving the customer experience as well as driving internal efficiencies

WHAT YOU’LL DO

• Provide excellent customer service whilst resolving LEAP product queries in an accurate and timely manner
• Answer general client software and hardware queries
• Action inbound and outbound calls as assigned to achieve daily KPIs
• Troubleshoot, diagnose and resolve application issues
• Capture notes using standard notes template in CRM, including recording detailed information for all calls requiring further escalation
• Maintain LEAP software knowledge against the capability matrix

WHAT YOU’LL BRING

• Qualifications (or progressing towards qualifications) in accounting or law
• A proven record and passion for providing excellent customer service (preferably within a professional services environment)
• Proven ability to manage high-volume, transactional calls
• Competent in MS Office
• Proven ability to problem-solve
• Demonstrated ability to learn new skills
• Experience within a help desk or call centre environment (desired, but not essential)

WHAT YOU NEED TO BE REALLY GOOD AT

• Applied learning – assimilating and applying new job-related information in a timely manner
• Communication – clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message
• Managing work (includes time management) – effectively managing one’s time and resources to ensure that work is completed efficiently
• Building customer loyalty – effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty
• Technical / professional knowledge and skills – having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise

As this is a permanent role it will only be open to candidates with Australian Permanent residency or Citizenship.

• Friendly, supportive, and driven culture
• Complimentary gym membership
• Fully stocked pantry
• Monthly massages
• Break out area and sporting activities
• Monthly celebrations for birthdays, work anniversaries, new joiners
• Generous Parental Leave benefits
• One additional paid "Be Me" leave day per year to celebrate being you!
• Opportunity to participate in our Employee Share Scheme

LIFE at LEAP

LEAP is all about impact, growth and ownership. We’re united by a genuine passion for what we do, enriched by the care we show to our customers and each other and driven by the difference we can make together.

LEAPster culture is about prioritising and celebrating the incredible humans behind our market-leading technology. Think performance-driven remuneration incentives, flexible hybrid work, a world-leading Parenting Policy, regular social events, free gym membership and so much more.

At LEAP, we promote equal opportunity. Creating a culture of diversity and inclusion not only promotes innovation but we believe is the right way to do business. Our LEAPsters bring different cultures, genders and perspectives to their days and we wouldn't have it any other way. We welcome and encourage you to apply, no matter who you are or how you identify.

…unless you are representing a third-party agency. Thanks for thinking of us, but we will not review any CVs from external recruitment agencies.

SOUND LIKE A JOB YOU WERE BORN TO DO? WE WANT TO HEAR FROM YOU AND CAN'T WAIT TO RECEIVE YOUR APPLICATION!

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