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

• Experience: 2+ years' experience in sales, customer success, project implementation in a SaaS, B2B or payments organization
• Education: Post Secondary degree or diploma in related field or equivalent experience
• Communication & Professionalism: Confident, articulate professional communicator with strong presentation, verbal and written communication skills
• Project Management: Exceptional ability to manage projects successfully and in a timely manner
• 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.

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.

• 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.

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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