Senior Product Manager – Salesforce / Client Experience

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.

Purpose of your role

This global focused role will lead the strategic vision and delivery of our CRM ecosystem with a focus on unifying the client journey across Sales Sales Operations Marketing Client Support and Client Activation. You will drive change streamline workflows and ensure the tools and data across these functions create a consistent high-impact experience for our clients.

This is a senior role that requires strong cross-functional leadership a deep understanding of Salesforce and a passion for leveraging AI-powered tools to drive smarter workflows and client interactions. Youll work closely with Product Commercial Client Services Technology Marketing Risk and more to ensure the CRM becomes a scalable and client-centric platform that drives growth reduces inefficiencies and supports strategic decision making.

What you do

1. Lead CRM and Client Experience Strategy

• Own the product vision and roadmap for the CRM platform (Salesforce) aligning with company growth objectives
• Lead the evolution of how Sales Support Activation and Marketing use CRM eliminating silos and embedding best-practice workflows
• Champion CRM as a core platform for client lifecycle management across global regions and teams
• Develop strategic CRM capability uplift programs across onboarding engagement retention and upsell motions

2. Drive AI-Enabled Scalable Solutions

• Identify and evaluate opportunities to embed AI-powered capabilities across CRM and client-facing tools (e.g. chat automation smart routing next-best-action)
• Balance native Salesforce solutions with best-in-class external tools making strategic trade-offs
• Prioritise automation self-service and intelligent decision support to scale operations without sacrificing client experience

3. Cross-Functional Leadership and Best Practice Enablement

• Collaborate with Sales Marketing Client Services Risk and Activation to align tools processes and reporting
• Act as the central product lead for how these functions use CRM and other client experience tools
• Translate complexity into clarity helping teams adopt scalable processes and data structures
• Lead by example with industry best practice and a strong delivery mindset

4. Growth-Driven Product Thinking

• Focus on improving time to value lifetime value and client satisfaction through CRM and experience initiatives
• Ensure consistent and actionable data across the client lifecycle to inform Commercial decisions
• Drive initiatives that align operational efficiency with client-centricity

What Success Looks Like

• CRM becomes the central platform enabling Sales Support and Marketing efficiency and effectiveness
• Silos are reduced and teams operate with clear workflows and shared goals
• AI and automation unlock productivity and improve client experience
• Client insights are surfaced through data and used to drive decision-making
• Strategic prioritisation results in faster time to value and improved conversion across lifecycle stages

Qualifications :

What You Bring

• 7 years of product experience with strong CRM/Client Experience domain expertise
• Demonstrated success in leading Salesforce transformations ideally in fintech SaaS or global B2B organisations
• Comfortable working with teams across multiple regions and time zones including early morning and late evening calls as required
• Proven ability to lead change and influence cross-functional stakeholders with gravitas and credibility
• Strong product thinking and ability to balance competing priorities with a clear client centric lens
• Passion for AI automation and driving smarter internal workflows and external experiences
• Ability to move between strategy and hands-on execution
• A preference for office collaboration while embracing flexible work from home arrangements when appropriate

Additional Information :

Why Join Us

• Be the CRM and client experience champion at a global fintech during a major platform transformation
• Partner with senior leaders across Product Commercial Marketing and Technology
• Drive meaningful outcomes that directly impact growth engagement and client success
• Help shape a best-in-class CRM and client experience stack powered by AI and data

What its like working at OFX

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.