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 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. 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. OFX is seeking a driven, results-oriented team player to join our expanding sales team.
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. 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 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 Project Management: Exceptional ability to manage projects successfully and in a timely manner 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.
Problem-Solving & Creativity: Skilled at resolving complex client issues with creative solutions.
Experience with Accounting software (e.g. 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. 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). We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers.
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. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. 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.
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. Employment type Full-time Job function Customer Service Sign in to set job alerts for “Customer Success Manager” roles.
Customer Success
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📌 Client Success ManagerB SaaS) (Edmonton)
🏢 OFX
📍 Edmonton