Client Account Manager (Account Executive)

OFX, a Sydney-based global financial operations company, helps businesses and accounting firms maintain real-time control and visibility over cross-border finances. Its platform automates and simplifies doing business across borders, offering payments to 180 countries in 30+ currencies, 24/7 human support, and tools like corporate cards with spend management and integrations with popular accounting and HRIS software. OFX has been a trusted innovator in global money movement for more than 25 years.

The Client Account Manager role sits on OFX’s Commercial team and is designed for someone who can grow revenue within a large portfolio of existing but unmanaged clients. It blends relationship-building with a strong outbound sales mindset, focusing on re-engaging customers, reactivating trading activity, and expanding adoption of OFX’s FX, Cards, Spend Management and other financial operations products.

The position is hybrid and based in Sydney, Australia. If you require accommodation for any portion of the recruitment and hiring process, please email [email protected].

Growing the portfolio, one client at a time

Day to day, you will manage high-volume outbound outreach to a broad mix of existing and dormant clients using phone, email and virtual meetings to spark renewed engagement and surface growth opportunities. You’ll aim to reactivate inactive trading activity and deepen client use of OFX products and services, while identifying and converting expansion opportunities across FX, Cards, Spend Management and other financial operations solutions. Building and sustaining relationships with finance leaders, business owners and other decision-makers will help you understand their priorities and translate those needs into tailored OFX outcomes. You’ll keep a close eye on your pipeline, forecasting and CRM records in Salesforce, with a consistent track record of meeting and exceeding activity and revenue targets.

What you bring to OFX

• More than two and a half years in account management, business development, account executive or relationship management roles within B2B SaaS, FinTech, payments, FX or financial services
• A post-secondary degree or diploma in a related field, or equivalent hands-on experience
• A proven history of growing revenue through upselling, cross-selling, reactivation and outbound sales activities in a target-driven setting
• A proactive sales mindset, comfortable with high-volume outbound work and consistently converting opportunities into revenue
• A strong consultative selling approach that uncovers client needs and tailors solutions to deliver value
• Experience engaging finance leaders, CPAs, accountants, bookkeepers and business owners; exposure to FX, payments or financial operations is highly regarded
• Tech-savvy with SaaS tools, CRM systems (Salesforce preferred), and the ability to translate product features into business outcomes
• Excellent verbal and written communication, with the ability to build trust quickly
• Strong problem-solving and commercial acumen to structure practical, value-driven solutions
• Collaborative, self-motivated and capable of thriving in fast-paced, target-driven environments

• Exposure to FX, payments or financial operations is regarded as a bonus
• Experience working with finance leaders or business owners across various roles can help
• Familiarity with corporate cards and spend-management solutions would be useful

Pay, benefits and practical details

OFX offers an attractive compensation and benefits package and supports a hybrid work model, with the role located in Sydney, Australia. The team emphasizes career development across sales, account management and leadership functions and promotes an inclusive, collaborative culture that values learning and initiative.

Advice for applicants

Lead your resume with the 2.5+ years of relevant experience in roles like account management, business development or account executive within B2B SaaS, FinTech, payments, FX or financial services, and call out concrete revenue outcomes you’ve driven.

When you describe your must-have skills, anchor them with real examples of upselling, cross-selling, reactivation and outbound sales activity that led to measurable revenue growth.

In interviews, be ready to share how you re-engage dormant clients, reactivate trading activity, and translate client needs into OFX solutions across FX, Cards and Spend Management. Have a few ready stories that demonstrate your consultative selling and collaboration with finance stakeholders.

Ask a pointed question about how OFX measures success in this role, how pipeline is managed in Salesforce, and how the team balances outbound outreach with relationship-building to drive revenue growth.