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 chance 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: Skil

📌 Client Success Manager (Edmonton)
🏢 OFX
📍 Edmonton