Client Account Manager (Account Executive)

Responsibilities

Manage a large portfolio of existing and dormant business clients through high-volume outbound engagement, reactivating accounts and identifying opportunities to grow revenue. Build client relationships, tailor financial solutions, cross-sell and upsell OFX products, and maintain accurate pipeline, forecasting, and CRM records while meeting sales targets.

Requirements

Candidates need at least 2.5 years of experience in account management, business development, account executive, or relationship management roles in B2B SaaS, FinTech, payments, FX, or financial services, plus a related post-secondary degree or diploma or equivalent experience. They should demonstrate target-driven sales success, proactive outbound and consultative selling, strong communication and commercial problem-solving skills, and confidence using SaaS and CRM tools; Salesforce and experience with finance professionals are valued.

Skills

• Account Management
• Business Development
• Outbound Sales
• Upselling
• Cross-Selling
• Client Relationship Management
• Revenue Growth
• Salesforce
• Pipeline Management
• Sales Forecasting
• Consultative Selling
• Financial Services
• Foreign Exchange
• Payments
• Communication
• Commercial Acumen

Benefits

• Attractive Compensation Package
• Parental Leave
• Birthday Leave
• Hybrid Work Model
• Learning And Career Development Opportunities
• Leadership Training
• Internal Mobility
• Volunteer Day
• Matched Giving
• Employee Recognition Programs

About this role

Job Description
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
Qualifications
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
Additional Information
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 exp...

About OFX

Financial Services · 501-1,000 employees · headquartered in Sydney, NSW · founded 1998