Partnerships Account Manager

Job Description

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

The Account Manager is vital to leading and growing the Australian Referral Partnership portfolio. The role owns and represents OFX to the partner and the underlying referred clients.  This role requires a mature approach that can develop long-term relationships while growing your overall portfolio on a Monthly, Quarterly, and Annual basis.

Your portfolio is managed across three principles:

• Key partners (~50) that will represent your fully managed (actively engaged partners)
• Additional partners that you can nurture that are identified to grow into your managed book
• Reactively engaged (quarterly outbound touch points, i.e. email outreach, to ~250 back book partners that will passively refer)

What you do

• Grow and manage an existing portfolio of accounting users with a focus on increasing revenue and generating new interest through referrals of both their existing client base and new accountants/advisors.
• Pro-actively engage your portfolio to communicate partner events, provide updates on product improvements, identify use cases for providing further value to these users, generate new referral opportunities for the new business team to expand and reduce churn by becoming a valuable relationship to your clients’ businesses.
• Bring experience in the relationship management of a portfolio to be able to develop a key account plan that manages growth of our top accounts vs general accounts while maintaining the balance to support both effectively.
• Provide responsive and efficient management of all inbound enquires and liaise with support, product and implementation teams to ensure a satisfactory outcome for your clients’ requests while providing user feedback/issues to assist product development and enhance our CVP of the channel.
• Actively engage and work closely with the OFX compliance, marketing, operations, sales and development/engineering teams in pursuit of achieving commercial objectives.
• Strictly adhere to the full suite of OFX credit, risk management and group policies.

Qualifications

What you bring

Qualifications

• Bachelor’s degree qualified in a finance or a business-related discipline or equivalent practical experience
• 2+ years of experience in account management or a similar style role preferably with a background in SaaS or transactional banking

Knowledge, skills, experience

• Knowledge of the accounting/payments industry
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organisation
• Experience pulling together multiple business resources/teams to achieve desired user outcomes
• Customer Satisfaction, Account Management, and Customer Service skills
• Excellent interpersonal and negotiation skills
• Ability to build and maintain strong client relationships
• Strong organisational and time management skills
• Experience in client or account management

Additional Information

What it's like working at OFX

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.

#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.