Account Executive, Outbound Sales (B2B SaaS)

OFX; Edmonton; Hybrid; CAD 80,000 - 90,000; Full time

Job summary

A leading financial operations company is seeking an experienced Account Executive to drive the sales cycle and meet revenue targets. The role involves communicating with clients, managing the sales process, and ensuring accurate records using Salesforce. Candidates should have over 5 years in B2B SaaS sales, particularly targeting finance professionals. Competitive salary range of $80,000 – $90,000 plus uncapped commission, with a flexible hybrid working model.

Benefits

Career development opportunities

Comprehensive benefits package

Flexible work arrangements

Qualifications

• 5+ years’ experience in a full-cycle closing sales role in SMB and/or Mid-Market B2B SaaS or payments.
• Proven success in achieving sales goals in a competitive, fast-paced environment.
• Experience selling to finance leaders and in the finance sector.

Responsibilities

• Own the entire sales cycle from initiation to closing.
• Communicate confidently with potential clients.
• Maintain client relationship records in Salesforce.
• Meet and exceed monthly revenue targets.

Skills

Business and finance operations understanding

Consultative sales approach

Communication skills

Problem-solving

Organizational skills

Education

Post-secondary degree or diploma in related field

Tools

Salesforce

Job description

Overview

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. OFX offers global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions, spend management via corporate cards, and integrations with popular accounting and HRIS software to help 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 as an Account Executive Outbound Sales. You are an experienced hunter and closer with a track record of exceeding targets. You will identify customer needs, articulate OFX’s value proposition, and discuss how OFX’s products provide an opportunity for better business money management, financial operations and spend control. High performers will have opportunities for career growth within our dynamic organization.

What you do

• Own the entire sales cycle through to close, hitting monthly targets and driving revenue for OFX. This is a true senior level hunter role.
• Communicate confidently and professionally with potential clients via web conferencing, email, phone, and in-person
• Utilize your understanding of business and finance operations to communicate, sell and negotiate with Finance leaders, Controllers, Accountants and C‑level executives and decision makers
• Work with internal stakeholders to guide clients through onboarding requirements
• Ensure complete and accurate client relationship records within Salesforce
• Maintain up-to-date knowledge of OFX products and solutions and the value offered relative to competitors
• Meet and exceed revenue targets and maintain a strong pipeline of new potential clients

Qualifications

• Experience: 5+ years’ experience in a full-cycle closing sales role in SMB and/or Mid-Market B2B SaaS or payments, with demonstrated success closing deals
• Education: Post-secondary degree or diploma in related field or equivalent experience
• Proven Sales Success: Consistently achieved sales goals in a competitive, fast-paced environment
• Knowledge: Strong understanding of the SaaS sales process for SMB and/or Mid-Market segments, especially for finance organizations
• Client-Focused Sales Skills: Strong consultative sales approach with ability to educate clients and tailor solutions
• Industry Expertise: Experience selling to finance leaders, CPAs, accounting firms, bookkeepers, and banking sectors
• Tech-Savvy & SaaS: Comfortable with SaaS applications and translating technical features into business benefits; familiarity with web conferencing tools for demos
• Detail-Oriented: Experience with CRMs, specifically Salesforce; ability to maintain accurate forecasting and records
• Problem-Solving & Creativity: Ability to identify client needs and work toward solutions
• Communication & Professionalism: Confident, articulate, professional communicator with strong listening and presentation skills
• Collaborative & Motivated: Team player with a competitive edge, self-motivated and adaptable in fast-paced environments
• Organized & Efficient: Strong time-management and multi-tasking abilities

We offer a competitive On-Target Earnings (OTE) range of $150,000 – $180,000 CAD, including a base salary of $80,000 – $90,000 CAD plus an uncapped commission structure. Our comprehensive benefits package is available to all full-time employees and part-time employees working a minimum of 24 hours per week.

We also offer a flexible hybrid working model where employees typically work 1-2 days from our Edmonton or San Francisco office.

Additional Information

We’re OFXers because we want to make a difference. We see challenges as opportunities and are committed to making things easier for our clients while continuing to move with the times. We operate as one team, globally, to drive outcomes that deliver excellence for our customers. We’re curious self-starters who love learning and sharing knowledge with others, and we embrace change.

• Learning & Development: Opportunities for career development, leadership training, internal mobility and access to online learning
• Make a Difference: Volunteer programs and community giving with matching contributions
• Recognition: Global and regional awards, milestones and shout-outs
• Social & Culture: Employee-led committees and events to support wellbeing and team engagement
• Benefits: Benefits that support work-life balance, including family-friendly leave options and flexible work arrangements
• Work Environment: Inclusive, diverse, non-hierarchical culture with hybrid work options

Equity, diversity, and accessibility are important at OFX. If you require accommodation for any portion of the recruitment process, please email us at [e-mail]. We encourage you to apply if this role aligns with your career aspirations.

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