Account Executive, Inside Sales

OFX is seeking a driven results-oriented team player to join our expanding sales this role youll be responsible for qualifying and converting inbound sales leads and trial users into dedicated clients of OFX. Youll work to identify customer needs effectively articulate OFXs value proposition and discuss how OFXs products and solutions provide an opportunity for better business money management financial operations and spend control. This is a face-paced sales role that requires speed and efficiency throughout the sales cycle. 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

• 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 OFXs 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 OFXs Activation team
• Maintain up to date knowledge of OFX products solutions and pricing

Qualifications :

What you bring

• Experience: Sales Professional with 2 Years in B2B SaaS or payments
• Education: Post Secondary degree or diploma in related field or equivalent experience
• Proven Sales Success: Demonstrated success achieving sales goals in competitive fast-paced environment
• Industry Expertise: Experience selling to finance teams CPAs accounting firms bookkeepers and banking sectors. Knowledge of FinTech and Payments a plus.
• Client-Focused Sales Skills: Strong consultative sales approach with the ability to educate clients on best practices and tailor solutions to meet customer needs.
• 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.
• Collaborative: Team player and highly adaptable with an ability to work in a fast-paced environment
• Organized & Efficient: Strong time-management and multi-tasking abilities with a focus on efficiency.
• Detail-orientated: Experience with CRMs specifically Salesforce. Ability to maintain accurate forecasting and records
• Communication & Professionalism: Confident articulate professional communicator with strong listening skills and the ability to establish relationships quickly
• Problem-Solving: Ability to identify client needs and work towards solutions

We offer a competitive On-Target Earnings (OTE) range of $110000 $150000 CAD which includes a base salary of $78000 $85000 CAD complemented by an uncapped commission structure. Our comprehensive benefits package is available to all full-time employees and part-time employees working a minimum of 24 hours per week ensuring you receive valuable support and perks as part of your compensation.

We also offer a flexible hybrid working model where employees typically work 1-2 days from one of our North American offices (San Francisco Toronto or Edmonton).

This is an existing full time permanent position.

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.

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.

We may use artificial intelligence (AI) tools to support certain stages of the hiring process. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are always made by humans. While our Applicant Tracking System (ATS) includes AI features we do not rely on the features to review or assess resumes against job requirements. All resumes are manually reviewed by our hiring team.

#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.

Remote Work :

No

Employment Type :

Full-time

Key Skills
Business Development,Customer Service,Revenue Growth,Product Knowledge,Healthcare,Account Management,CRM,Salesforce,Customer Relationships,New Customers,Business Relationships,Sales Goals,Sales Process,Powerpoint,New Clients
Experience: years
Vacancy: 1