Sales Development Representative

Forter; Sydney; Hybrid; AUD 85,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Learning opportunities

Job summary

OFX is seeking a driven Sales Development Representative to join our Sydney team. You will hunt and qualify leads, act as the first point of contact, and articulate OFX’s value to potential clients, helping them improve money management and spend control.

The role suits a new graduate or early-career candidate with a strong business mindset, capable of making 50+ outbound calls daily, and thriving in a collaborative, fast-paced, hybrid work environment at OFX.

Qualifications

• Experience in customer-facing or sales roles, SaaS or financial services preferred.
• Postsecondary degree or diploma in related field or equivalent.
• Self-motivated with ability to make 50+ outbound calls daily.
• Team player, adaptable in a fast-paced environment.

Responsibilities

• Source new sales opportunities through outbound outreach, expanding the top of the funnel.
• Research prospects provided by sales operations.
• High-volume outreach via phone, email, and LinkedIn Navigator.
• Present OFX products and articulate value to prospects.
• Qualify leads and schedule meetings for Business Development Managers.
• Maintain accurate client records in Salesforce.
• Keep knowledge of OFX products up to date.

Skills

Outbound calls

Lead qualification

SaaS/finance background

Self-motivated

Collaboration

Time management

Communication

Education

Postsecondary Degree or Diploma

Tools

Salesforce

Job description

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 team player to join our expanding sales team. In this role, you will be responsible for hunting and qualifying leads to build sales opportunities for the team. You will be the first point of contact for potential clients and will effectively articulate OFX’s value proposition and discuss how OFX’s products and solutions provide an opportunity for better business money management, financial operations and spend control. This role is ideal for a new graduate, or a candidate new in their career, who has a strong business mindset and is looking to start or expand their career in Sales.

Sales Development Representatives who consistently exceed their targets will have the opportunity to explore a variety of exciting career growth prospects within our dynamic and growing organization.

What you do

• Source new sales opportunities through outbound outreach, growing our top of sales funnel
• Perform additional research on potential prospects that are provided by sales operations
• High-volume outreach via phone, email, and LinkedIn Navigator
• Present and discuss OFX products and solutions, quickly identifying value for prospective client
• Perform initial qualification, scheduling meetings for Business Development Managers
• Ensure complete and accurate client relationship records within Salesforce
• Maintain up to date knowledge of OFX products and services
• Meet and exceed targets for identifying potential viable prospects

What you bring

• Experience: Prior experience with customer facing and/or sales roles. SaaS or financial services experience will be highly regarded.
• Education: Postsecondary Degree or Diploma in related field or equivalent experience
• Self-Motivated & Hard Working: Dedicated to making 50+ outbound calls daily, maintaining motivation and persistence. Competitive mindset and driven to succeed.
• Collaborative: Team player and highly adaptable with an ability to work in a fast-paced environment
• Organised & Efficient: Strong time-management and multi-tasking abilities, with a focus on efficiency
• Detail-oriented: Ability to maintain accurate forecasting and records
• Communication & Professionalism: Confident, articulate, professional communicator (verbal and written) with strong listening skills and the ability to establish relationships quickly
• Problem- Solving: Ability to identify client needs and work towards solutions

Additional Information

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 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.

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 [emailprotected].

Sales Development Representative — Sydney

Location: Sydney, office-based Team: Australia GTM Reports to: Head of Growth Compensation: A$85,000–95,000 base + super, plus variable.