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Account Executive, Outbound Sales - job 1 of 2

Company Description

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. 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.

Job Description

OFX is seeking a driven, results-oriented team player to join our expanding sales team in EMEA. As an Account Executive Outbound Sales (internally known as Business Development Manager), you are an experienced hunter & 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, 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 organization.

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
  • Utilizing 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

Qualifications

What you bring

 

  • Experience: 5+ years’ experience in a full cycle closing sales role in SMB and/or Mid-Market B2B SaaS or payments, which demonstrated success closing large deals
  • Education: Degree or diploma in related field desirable or equivalent experience
  • Proven Sales Success: Consistently achieved sales goals in competitive fast-paced environment
  • Knowledge: Strong understanding of the SaaS sales process for SMB and/or Mid-Market segments, in particular to finance organizations
  • 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.
  • Organized & Efficient: Strong time-management and multi-tasking abilities, with a focus on efficiency.

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.

#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 [email protected].

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

Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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What You Should Know About Account Executive, Outbound Sales, OFX

Join the vibrant team at OFX as an Account Executive, Outbound Sales in London, UK! Here at OFX, we believe in empowering businesses to take control of their financial operations with our cutting-edge platform and dedicated 24/7 support. As an Account Executive, you become an essential part of our dynamic sales team, where your skills in building strong client relationships will shine. Your primary role will be to identify customer needs and communicate how OFX's tailored solutions can simplify their financial operations, enabling better money management and spend control. We encourage our Account Executives to act as true sales hunters, owning the entire sales cycle and working closely with decision-makers such as Finance leaders and C-level executives. You'll be equipped with an extensive knowledge of our offerings and a competitive edge in the marketplace, allowing you to exceed monthly revenue targets while managing a robust pipeline of potential clients. If you're a motivated individual with a proven track record in B2B SaaS or payments and are passionate about helping businesses thrive, then this is the place for you! At OFX, we're not just about the numbers; we value collaboration, personal growth, and making a meaningful impact. Discover how your efforts will contribute to a company that’s been innovating in global money movement for over 25 years and explore opportunities for career advancement within a culture that values diversity, inclusion, and employee well-being. Join us on our mission to inspire confidence in every transaction.

Frequently Asked Questions (FAQs) for Account Executive, Outbound Sales Role at OFX
What are the responsibilities of an Account Executive, Outbound Sales at OFX?

As an Account Executive, Outbound Sales at OFX, you will be responsible for owning the sales cycle from start to finish, identifying customer needs, articulating the value of our financial solutions, and driving revenue through strategic sales initiatives. You'll engage with potential clients via various communication methods and work closely with internal stakeholders to ensure a seamless onboarding process. Your role will also require maintaining accurate client relationship records within Salesforce and consistently exceeding your sales targets.

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What qualifications are required for the Account Executive, Outbound Sales position at OFX?

To be considered for the Account Executive, Outbound Sales role at OFX, you should have a minimum of 5 years of experience in a full-cycle closing sales role, preferably within the SMB or Mid-Market B2B SaaS or payments sector. A degree or diploma in a related field is desirable, along with proven sales success and an understanding of the SaaS sales process specific to finance organizations. Strong consultative sales skills and a tech-savvy nature are also crucial.

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What career growth opportunities exist for Account Executives at OFX?

At OFX, Account Executives who consistently exceed their sales targets have the chance to explore various career growth possibilities within our expanding organization. We are committed to fostering employee development through leadership training, internal mobility, and a broad array of learning resources, empowering you to advance your career while making a significant impact in the financial operations space.

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How does the onboarding process work for new clients at OFX?

As an Account Executive, you'll play a key role in guiding clients through the onboarding process. This involves collaborating with internal teams to ensure that clients understand the requirements and tools available to them, facilitating a smooth transition onto our platform, and ensuring they can fully leverage OFX’s suite of financial solutions from day one.

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What makes OFX a great place to work as an Account Executive?

Working as an Account Executive at OFX means becoming part of a culture that values diversity, collaboration, and personal growth. We offer a hybrid work model, numerous employee benefits including parental leave and volunteer opportunities, along with a supportive and engaging work environment. Our team celebrates achievements and encourages continuous learning, all while making a meaningful difference in the financial operations of businesses worldwide.

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Common Interview Questions for Account Executive, Outbound Sales
Can you describe your sales experience and how it relates to the Account Executive role at OFX?

When answering this question, highlight your direct sales experience, focusing on specific achievements and how they align with the responsibilities of the Account Executive role at OFX. Provide examples of closed deals, how you overcame challenges, and any relevant metrics to demonstrate your success.

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How do you identify the needs of potential clients?

Discuss your consultative sales approach, emphasizing the importance of asking insightful questions, active listening, and conducting thorough research to uncover clients' pain points. Relate this to how you'll utilize these skills as an Account Executive at OFX to tailor solutions for finance leaders.

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What strategies do you use to maintain relationships with clients?

Explain the importance of communication and follow-up in maintaining client relationships. Mention tools you use, like Salesforce, to keep track of interactions and how you ensure that clients feel valued and informed throughout their journey with OFX.

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How do you handle objections from potential clients?

Describe your approach to handling objections by first empathizing with the client, understanding their concerns, and then providing relevant counterarguments backed by OFX’s value propositions. Tailor examples of how you've successfully navigated objections in previous roles.

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What do you know about OFX's products and how they benefit clients?

Prepare for this by researching OFX’s offerings and highlighting key integration points that specifically benefit financial operations for businesses. Discuss how these products solve common challenges faced by accounting firms and finance leaders.

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Can you share an example of a successful sales presentation you've delivered?

Provide a detailed account of a significant sales presentation where you tailored your pitch for the audience, utilized engaging visuals, and effectively communicated key benefits. Emphasize the outcome, whether it was a closed deal or positive feedback.

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What do you think sets you apart from other candidates applying for the Account Executive position?

Reflect on your unique combination of sales experience, knowledge of the financial sector, and consultative approach. Highlight any additional skills or certifications that may bolster your candidacy for the Account Executive role at OFX.

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How do you prioritize and manage your sales pipeline effectively?

Discuss methods you use for time management and organizational skills, including CRM tools like Salesforce. Explain how you categorize potential deals based on likelihood to close and maintain an active follow-up schedule.

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What role does teamwork play in your sales process?

Illustrate the importance of collaboration with internal teams, marketing, and customer success to enhance your sales approach. Share instances where teamwork led to successful outcomes.

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What motivates you in a sales role, and how will you stay driven at OFX?

Share your intrinsic motivations for sales, such as achieving targets, helping clients succeed, and navigating challenges. Connect this to how OFX's culture and opportunities for growth align with your personal and professional goals.

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Founded in 1998, OFX, part of the OzForex Group, provides online international monetary transfer services. They are headquartered in Sydney, Australia.

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DATE POSTED
April 10, 2025

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