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 In this role you will be responsible for leading a team of Client Account Managers. Your primary objective will be to drive the team’s performance, support the development and implementation of strategies to maximise client retention and revenue growth. You will manage a pool of existing corporate clients, ensuring an optimal level of service is continuously delivered by your team. You will focus on seeking new opportunities to cross-sell OFX’s products and solutions, providing clients with streamlined experience across their financial operations and spend management What you do Promote a culture of high performance by leading, motivating, and developing a team of experienced Client Account Managers. Responsible for setting clear goals, providing guidance and support, and fostering a collaborative work environment Create coaching and development opportunities and actively shape a team that supports the region’s strategic direction, including the ‘how to’ of consultative selling to upsell & cross-sell Act as a critical back-up and support to the Growth Leader, Corporate. Responsible for the management of daily work queues and daily revenue performance of the team Direct responsibility for managing, retaining and growing a portfolio of high-value corporate relationships Build and nurture strong relationships with clients, understanding their needs and priorities, to upsell & cross-sell additional products to solve more pain points & increase product penetration Work with internal teams to ensure customer feedback is reviewed and prioritised to enhance client experience Consistently meet and exceed sales targets Ensure complete and accurate client relationship records within Salesforce
