Client Success Manager (B2B SaaS)

Join to apply for the Client Success Manager (B2B SaaS) role at OFX

Join to apply for the Client Success Manager (B2B SaaS) role at OFX

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Hi. We’re OFX, a global provider of online international payment and money management services. Our journey is one of exciting growth and transformation, revolutionizing how businesses and individuals move and manage money globally. We're evolving into a global payment solutions provider, enabling businesses to streamline their global financial operations, improve control, reduce costs and achieve more. Our new Business Platform offers clients real-time visibility and controls over their payments, expenses, approval workflows and reconciliations to help make business easier.

At OFX, you’ll have the opportunity to bring your expertise to life, collaborate across disciplines, and be part of a team shaping the future of global money management.

Hi. We’re OFX, a global provider of online international payment and money management services. Our journey is one of exciting growth and transformation, revolutionizing how businesses and individuals move and manage money globally. We're evolving into a global payment solutions provider, enabling businesses to streamline their global financial operations, improve control, reduce costs and achieve more. Our new Business Platform offers clients real-time visibility and controls over their payments, expenses, approval workflows and reconciliations to help make business easier.

At OFX, you’ll have the opportunity to bring your expertise to life, collaborate across disciplines, and be part of a team shaping the future of global money management.

Job Description

Purpose of your Role

OFX is seeking a driven, results-oriented team player to join our expanding sales team. In this role you'll be responsible working closely with newly acquired clients to ensure a successful and powerful introduction to OFX's platform and solutions. The Client Success Manager will educate, train and provide exceptional guidance on how the client can best utilize 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 a seasoned Client Success Manager, you have a demonstrated ability to build relationships, anticipate client needs, and resolve complex issues efficiently. Client Success Managers, 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

• Partner with Account Executive 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 utilizing the platform, supporting the implementation process within their organization
• 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 OFX’s clients
• 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 you bring

The salary range for this position is $65,000 - $80,000 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.

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).

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.

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 people.culture@ofx.com.

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

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Customer Service

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