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.
