Account Executive / Business Development Manager

OFX; Auckland; Hybrid; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Global career opportunities

Professional development

Job summary

OFX is seeking an Account Executive to own the full sales cycle, from prospecting to close, targeting SMB and Mid-Market businesses with SaaS and FX solutions. You will drive revenue, engage with Finance leaders and CPAs, and manage onboarding in collaboration with internal teams.

You will demonstrate a consultative approach, strong product knowledge, and the ability to forecast and maintain a healthy pipeline while thriving in a fast-paced, hybrid work environment.

Qualifications

• 5+ years’ experience in a full cycle closing sales role in SMB and/or Mid-Market B2B SaaS, payments or FX with deals worth $50k+ revenue p.a.
• Post Secondary degree or diploma in related field or equivalent experience
• Proven sales success with consistent attainment of goals in competitive, fast-paced environments
• Strong SaaS and FX sales knowledge for SMB/Mid-Market segments
• Consultative sales approach, educating clients and tailoring solutions
• Experience selling to finance leaders, CPAs, accounting firms, bookkeepers, and banking sectors
• Tech-savvy with SaaS familiarity and product demos via web conferencing
• Detail-oriented with Salesforce forecasting and record-keeping
• Problem-solving, creativity, and collaboration skills
• Professional communication and presentation abilities
• Team player with motivation and adaptability
• Attractive compensation and benefits package

Responsibilities

• Own the entire sales cycle through to close, hitting monthly targets and driving revenue as a senior hunter
• Communicate confidently with potential clients via web conferencing, email, phone, and in-person
• Sell and negotiate with Finance Leaders, Controllers, Accountants and C-level executives
• Guide clients through onboarding requirements with internal stakeholders
• Maintain accurate client records within Salesforce
• Keep up to date with OFX products and compare value against competitors
• Meet and exceed revenue targets and maintain a strong sales pipeline

Skills

Full cycle selling

SaaS sales

Payments & FX sales

SMB/Mid-Market sales

Negotiation

Salesforce CRM

Forecasting & pipeline

Communication & presentation

Education

Post secondary degree

Tools

Salesforce

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. As an Account Executive, you are an experienced hunter and sales closer, with a track record of exceeding your targets. You'll work to identify customer needs, effectively articulate OFX’s value proposition, and discuss how OFX’s products and solutions provide an opportunity for better business money management including FX, financial operations and spend control. Account Executives who consistently exceed their targets will have the opportunity to explore a variety of exciting career growth prospects within our dynamic and growing organisation.

What you do

• You will 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
• Utilising your strong understanding of business and finance operations, communicate, sell and negotiate with Finance Leaders, Controllers, Accountants and C-level executives and decision makers
• Work with internal stakeholders to ensure clients are guided through the 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 in relation to competitors in the marketplace
• Meet and exceed revenue sales targets and maintain a strong pipeline of new potential clients

What you bring

• Experience: 5+ years’ experience in a full cycle closing sales role in SMB and/or Mid-Market B2B SaaS, payments or FX, with demonstrated success closing deals worth $50k+ revenue p.a.
• Education: Post Secondary degree or diploma in related field or equivalent experience
• Proven Sales Success: Consistently achieved sales goals in competitive fast-paced environment
• Knowledge: Strong understanding of the SaaS and/or FX sales process for selling to SMB and/or Mid-Market segments
• Client-Focused Sales Skills: Strong consultative sales approach, with the ability to educate clients and tailor solutions to meet needs.
• Industry Expertise: Experience selling to finance leaders, CPAs, accounting firms, bookkeepers, and banking sectors
• Tech-Savvy & SaaS: Comfortable with SaaS applications, able to translate technical features into business benefits for clients. Familiar with web conferencing tools for product demos and presentations
• Detail-Orientated: Experience with CRMs specifically Salesforce. Ability to maintain accurate forecasting and records
• Problem-Solving & Creativity: Ability to identify client needs and work towards solutions
• Communication & Professionalism: Confident, articulate, professional communicator (verbal and written) with strong listening and presentation skills and the ability to establish relationships quickly
• Collaborative & Motivated: Team player with a competitive edge, self-motivated, and highly adaptable in fast-paced environments. Persistent and goal oriented
• Attractive compensation and benefits package
• Join a dynamic company known for its foreign exchange expertise and innovative payment management SaaS solutions
• Chance to contribute to high-impact projects and drive strategic growth initiatives
• Work in a collaborative and inclusive environment that values diversity and innovation
• Opportunities for professional development and career growth

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 [e-mail].