Partnerships Account Manager, Accounting Channel

OFX; Toronto; Hybrid; CAD 90,000 - 100,000; Full time

Job summary

OFX is seeking a Partnerships Account Manager in Toronto to activate and grow partner relationships crucial to their commercial strategy. The ideal candidate has a strong background in account management and the financial services industry. You will oversee the partner onboarding process, ensuring satisfaction and understanding of the platform while also driving revenue growth.

Benefits

Flexible hybrid working model

Learning and career development opportunities

Make a Difference program

Employee recognition programs

Diverse and inclusive workplace

Qualifications

• Minimum 3 years work experience in the financial service industry/SaaS.
• Experience in accounting, consultancy, or partner management.
• Ability to adapt in a quickly evolving organization.

Responsibilities

• Own the handover from Partnership Sales to Account Management.
• Ensure partners understand all product capabilities.
• Manage relationships to drive partner engagement and revenue.

Skills

Communication

Organization

Account Management

Stakeholder Management

Education

Degree in accounting, business or related field

Tools

Xero

Sage

Quickbooks

Job description

Company Description

Hi.We’re OFX, a global provider of online international payment and money management services. Our journey is one of exciting growth and transformation, revolutionizing how businesses and individuals move and manage money globally. We're evolving into a global payment solutions provider, enabling businesses to streamline their global financial operations, improve control, reduce costs and achieve more. Our new Business Platform offers clients real-time visibility and controls over their payments, expenses, approval workflows and reconciliations to help make business easier.

At OFX, you’ll have the opportunity to bring your expertise to life, collaborate across disciplines, and be part of a team shaping the future of global money management.

Job Description

Purpose of your Role

OFX has developed a unique platform that can help accountants save time when managing their portfolio of clients.We have an exciting new role of Partnerships Account Manager who will be responsible for activating and growing our partners to their full potential. One aspect of our commercial strategy is to onboard referral partners who expand the OFX platform to their respective network of clients. This brings enormous benefits for both the partner and for the client. In this model, it is critical that our partners have the attention, support and tools necessary to grow. In this role, you will ensure that partners are fully supported in their day-to-day needs as well as have a roadmap of progress over a longer-term relationship.

What you'll do:

• Own the handover from Partnership Sales to Account Management. Within this hyper-care environment, you will be the bridge from partnership agreement through the activation period onto account management, ensuring that first impressions remain overwhelmingly positive.
• Responsible for inside-sales of clients to ensure that they understand and have access to all product capabilities relevant to their needs. Client discovery comes through an ongoing and open dialogue built on a trusting relationship.
• Building on your portfolio of client experiences, you will be able to simply and clearly explain the value-drivers that our platform brings to our partners and to the end-client.
• You will be supported by a global, regional and local team. Critical to the role is internal and external stakeholder management of priorities.
• Responsibility for partners being properly prepared to extend our platform to their clients, including up-to-date sales materials, product training, sales support, performance & financial reporting and metrics to show commercial incentives are working as planned.
• As a Partnership Account Manager, you will be measured against overall revenue at an account level as well as partner engagement metrics.
• Work closely with Partnership Sales and our Marketing team to identify any unforeseen gaps and then execute a plan to fill them.
• You will become a product expert, with a technical and product knowledge of our SaaS platform that is unflappable.

Qualifications

What you bring

• Minimum 3 years work experience in the financial service industry/ SaaS preferably in accounting, consultancy or partner management to a portfolio of SMEs.
• Degree in accounting, business or related field.
• Experience working with Xero, Sage or Quickbooks would be a welcome bonus.
• Account management experience, with impeccable skills in communication, organization and managing deliverables internally & externally.
• Able to clearly and concisely show value-add to an audience that is often flooded with communication.
• Ability to adapt and evolve in a quickly evolving organization.

The salary range for this position is $90,000 - $100,000 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.

We also offer a flexible hybrid working model where employees typically work 1-2 days from one of our North American offices (San Francisco, Toronto or Edmonton).

Additional Information

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 [e-mail].

We encourage you to apply if this role aligns with your career aspirations.

#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 [e-mail].

We encourage you to apply if this role aligns with your career aspirations.