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OFX · 3 days ago

Account Executive, Inside Sales

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$110K/yr - $150K/yr

2+ years exp

OFX is a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility. They are seeking a driven Account Executive to qualify and convert inbound sales leads into dedicated clients, articulating OFX’s value proposition and managing the sales cycle effectively.

FinanceFinancial ServicesFinTechPayments

Work & Life Balance

Responsibilities

Prompt follow-up on warm leads primarily generated through marketing registrations

Review customer profiles, identify customer needs and engage with potential clients through video, phone, & email

Provide an overview of OFX’s products and solutions, quickly identifying value for the prospective client

Own sales cycle through to close, hitting monthly targets

Communicate with buyers that include Finance leaders, Controllers, Accountants, C-level executives and other decision makers

Ensure complete and accurate client relationship records within Salesforce

Work with internal stakeholders to ensure clients are guided through the required compliance checks and are ready to engage with OFX’s Activation team

Maintain up to date knowledge of OFX products, solutions, and pricing

Qualification

B2B Sales ExperienceSaaS KnowledgeSalesforce ProficiencyFinance Industry ExpertiseConsultative Sales SkillsCommunication SkillsProblem-SolvingTeam CollaborationTime Management

Required

Sales Professional with 2+ Years in B2B, SaaS or payments

Post Secondary degree or diploma in related field or equivalent experience

Demonstrated success achieving sales goals in competitive fast-paced environment

Experience selling to finance teams, CPAs, accounting firms, bookkeepers, and banking sectors. Knowledge of FinTech and Payments a plus

Strong consultative sales approach, with the ability to educate clients on best practices and tailor solutions to meet customer needs

Comfortable with SaaS applications, able to translate technical features into business benefits for clients. Familiar with web conferencing tools for product demos and presentations

Team player and highly adaptable with an ability to work in a fast-paced environment

Strong time-management and multi-tasking abilities, with a focus on efficiency

Experience with CRMs, specifically Salesforce. Ability to maintain accurate forecasting and records

Confident, articulate, professional communicator with strong listening skills and the ability to establish relationships quickly

Ability to identify client needs and work towards solutions