OFX · 7 hours ago
Account Executive, Inside Sales
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
$110K/yr - $150K/yr
2+ years expOFX 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
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
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
Benefits
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.
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.
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.
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!
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.
Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.
Company
OFX
OFX is a global provider of online international payment services for personal and business customers.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-10-11IPO
2010-01-01Series A
Leadership Team
Bryant Gosch
Account Manager, Alliances and Partnerships
Charles E. Brooks II
Alliances & Partnerships Account Manager, North America
Recent News
Australian FinTech
2025-11-05
2025-10-02
Company data provided by crunchbase