Demo

Account Executive, Outbound Sales

OFX
San Francisco, CA Full Time
POSTED ON 2/3/2025
AVAILABLE BEFORE 4/3/2025

Company Description

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. As an Account Executive Outbound Sales, you are an experienced hunter & sales closer, with a track record of exceeding your targets.  You'll work to identify customer needs, effectively articulate OFX’s value proposition, and discuss how OFX’s products and solutions provide an opportunity for better business money management, financial operations and spend control.  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

  • You will own the entire sales cycle through to close, hitting monthly targets and driving revenue for OFX. This is a true senior level hunter role.
  • Communicate confidently and professionally with potential clients via web conferencing, email, phone, and in-person
  • Utilizing your strong understanding of business and finance operations, communicate, sell and negotiate with Finance leaders, Controllers, Accountants and C-level executives and decision makers
  • Work with internal stakeholders to ensure clients are guided through the onboarding requirements
  • Ensure complete and accurate client relationship records within Salesforce
  • Maintain up to date knowledge of OFX products and solutions and the value offered in relation to competitors in the marketplace
  • Meet and exceed revenue sales targets and maintain a strong pipeline of new potential clients

Qualifications

What you bring

  • Experience: 5 years’ experience in a full cycle closing sales role in SMB and/or Mid-Market B2B SaaS or payments, which demonstrated success closing deals of 
  • Education: Post Secondary degree or diploma in related field or equivalent experience
  • Proven Sales Success: Consistently achieved sales goals in competitive fast-paced environment
  • Knowledge: Strong understanding of the SaaS sales process for SMB and/or Mid-Market segments, in particular to finance organizations
  • Client-Focused Sales Skills: Strong consultative sales approach, with the ability to educate clients and tailor solutions to meet needs.
  • Industry Expertise: Experience selling to finance leaders, CPAs, accounting firms, bookkeepers, and banking sectors.
  • 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.
  • Detail-Orientated: Experience with CRMs specifically Salesforce. Ability to maintain accurate forecasting and records.
  • Problem-Solving & Creativity: Ability to identify client needs and work towards solutions
  • Communication & Professionalism: Confident, articulate, professional communicator (verbal and written) with strong listening and presentation skills and the ability to establish relationships quickly
  • Collaborative & Motivated: Team player with a competitive edge, self-motivated, and highly adaptable in fast-paced environments. Persistent and goal-oriented.
  • Organized & Efficient: Strong time-management and multi-tasking abilities, with a focus on efficiency.

We offer a competitive On-Target Earnings (OTE) range of $150,000 – $180,000 USD, which includes a base salary of $80,000 – $90,000 USD 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). 

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 [email protected].

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

#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 [email protected].

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

Salary : $80,000 - $90,000

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