OFX is 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.
Job Description
OFX is looking for a motivated, commercially minded sales professional to convert inbound enquiries into active, revenue-generating clients. You’ll own the journey from first contact to activation, driving early conversations, understanding client needs, and showcasing the OFX value proposition. Acting as the primary point of contact, you’ll manage momentum and expectations, working closely with internal teams to ensure a smooth transition from registration to first transaction. Pace, ownership, and strong commercial judgement are key to success in this role.
What you will do
- Proactively contact and qualify inbound registrations and warm leads
- Lead sales-focused discovery conversations to understand client needs, use cases, and commercial fit
- Clearly articulate OFX’s value proposition, products, and platform capabilities in a client-relevant way
- Own the sales journey from first contact through to activation, maintaining momentum throughout
- Confidently handle objections and questions, including around onboarding and compliance
- Guide clients through onboarding requirements, positioning compliance as an enabler rather than a blocker
- Deliver and support product demos as part of the sales process
- Prioritise and manage open opportunities to maximise conversion
- Work closely with onboarding and due diligence teams to move clients to “clear to transact”
- Maintain accurate pipeline, activity, and forecasting information in Salesforce
- Build and maintain strong knowledge of OFX products, solutions, and best practices.
What success looks like
- Consistent conversion of inbound demand into active OFX clients
- Strong ownership of early-stage client relationships
- Clear, confident articulation of the OFX value proposition
- Effective management of onboarding momentum and client expectations
- Progress toward and achievement of individual conversion targets
What we’re looking for
- Experience in a sales, commercial, or customer-facing role (B2B experience beneficial but not essential)
- A strong interest in sales and commercial outcomes, with a desire to develop in a performance-driven environment
- Confidence engaging clients over phone and video
- A consultative approach, with the ability to ask good questions and listen effectively
- Ability to work with urgency and manage multiple opportunities at once
- Strong organisational skills and attention to detail
- Comfort using systems and tools such as CRM platforms (Salesforce experience a plus)
- A professional, positive attitude and willingness to learn
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.
