Client Success Executive

About the role:

OFX is seeking a driven results-oriented team player to join our expanding team. In this role youll be responsible working closely with newly acquired clients to ensure a successful and powerful introduction to OFXs platform and solutions. The Client Success Executive will educate train and provide exceptional guidance on how the client can best utilise the new product(s) that they have purchased. You will consistently demonstrate how OFX products and services can provide an opportunity for better business money management financial operations and spend control.  

As an individual with previous experience in Client Success you have a demonstrated ability to build relationships anticipate client needs and resolve complex issues efficiently. Client Success 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 youll do:

• Partner with Account Executives (Business Development Managers KAMs and Inside Sales teams) to understand client requirements ensuring seamless handoff to implementation phase. 
• Collaborate closely with clients to truly understand their workflows and processes to problem-solve any barriers to implementation. 
• Educate and train clients/users on utilising the platform supporting the implementation process within their organisation.  
• Support the set-up of product and services such as FX Spend Management with Corporate Cards syncs with accounting platforms approvals file transfers etc.  
• Ensure a robust understanding of OFX products and services and how they support the needs of OFXs clients. 
• Partner with the Client Growth teams members (Account Managers and KAMs) ensuring a seamless account transfer to ongoing client growth phase after incubation and onboarding is successfully completed. 
• Ensure accurate and updated client relationship records in Salesforce.  
• Work with internal teams to ensure customer feedback is reviewed and prioritized to enhance client experience.  

Qualifications :

What youll bring:

• Experience: 1 - 2 years experience in customer/client success in a SaaS B2B or payments organisation. 
• Communication & Professionalism: Confident articulate professional communicator with strong presentation verbal and written communication skills.
• Relationship Builder: Demonstrated ability to establish client relationships and build trust.
• Client-Focused Sales Skills: Strong consultative sales approach with the ability to educate clients on industry best practices and tailor solutions to meet customer needs.
• Collaborative & Motivated: Team player self-motivated and highly adaptable in fast-paced environments. Persistent and goal oriented.  
• Problem-Solving & Creativity: Skilled at resolving complex client issues with creative solutions.  
• Industry Expertise: Experience selling to finance leaders CPAs accounting firms bookkeepers and banking sectors. Knowledge of FinTech and Payments a plus. Experience with Accounting software (e.g. Xero & QuickBooks) would be a nice to have.  
• 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.  

Additional Information :

Were OFXers because we want to make a difference. We see challenges as opportunities and were not afraid to roll up our sleeves to get stuff done. Were 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. Were 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 its 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 youll 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 .

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