At a Glance
- Tasks: Convert inbound enquiries into active clients and drive sales conversations.
- Company: Join OFX, a leading innovator in global financial operations.
- Benefits: Enjoy flexible work, competitive pay, and extensive career development opportunities.
- Why this job: Make a real impact in a dynamic sales role with global reach.
- Qualifications: Sales experience is a plus; strong communication and organisational skills are essential.
- Other info: Be part of a diverse team that values learning and community engagement.
The predicted salary is between 28800 - 48000 £ per year.
Company 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.
Job Description
OFX is looking for a motivated, commercially minded sales professional to convert inbound enquiries into active, revenue-generating clients. You’ll own the journey from first contact to activation, driving early conversations, understanding client needs, and showcasing the OFX value proposition. Acting as the primary point of contact, you’ll manage momentum and expectations, working closely with internal teams to ensure a smooth transition from registration to first transaction. Pace, ownership, and strong commercial judgement are key to success in this role.
What you will do:
- Proactively contact and qualify inbound registrations and warm leads
- Lead sales-focused discovery conversations to understand client needs, use cases, and commercial fit
- Clearly articulate OFX’s value proposition, products, and platform capabilities in a client-relevant way
- Own the sales journey from first contact through to activation, maintaining momentum throughout
- Confidently handle objections and questions, including around onboarding and compliance
- Guide clients through onboarding requirements, positioning compliance as an enabler rather than a blocker
- Deliver and support product demos as part of the sales process
- Prioritise and manage open opportunities to maximise conversion
- Work closely with onboarding and due diligence teams to move clients to “clear to transact”
- Maintain accurate pipeline, activity, and forecasting information in Salesforce
- Build and maintain strong knowledge of OFX products, solutions, and best practices.
What success looks like:
- Consistent conversion of inbound demand into active OFX clients
- Strong ownership of early-stage client relationships
- Clear, confident articulation of the OFX value proposition
- Effective management of onboarding momentum and client expectations
- Progress toward and achievement of individual conversion targets
Qualifications
What we’re looking for:
- Experience in a sales, commercial, or customer-facing role (B2B experience beneficial but not essential)
- A strong interest in sales and commercial outcomes, with a desire to develop in a performance-driven environment
- Confidence engaging clients over phone and video
- A consultative approach, with the ability to ask good questions and listen effectively
- Ability to work with urgency and manage multiple opportunities at once
- Strong organisational skills and attention to detail
- Comfort using systems and tools such as CRM platforms (Salesforce experience a plus)
- A professional, positive attitude and willingness to learn
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 people.culture@ofx.com. We encourage you to apply if this role aligns with your career aspirations.
Inside Sales Representative employer: OFX
Contact Detail:
OFX Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Inside Sales Representative
✨Tip Number 1
Get to know OFX inside out! Familiarise yourself with their products and services so you can confidently showcase the value they bring to clients. This knowledge will help you articulate how OFX can solve client problems during your conversations.
✨Tip Number 2
Practice your pitch! Role-play with a friend or in front of a mirror to refine your sales approach. The more comfortable you are with your delivery, the better you'll handle objections and questions from potential clients.
✨Tip Number 3
Stay organised! Use tools like Salesforce to keep track of your leads and follow-ups. A well-maintained pipeline will help you manage multiple opportunities and ensure no potential client slips through the cracks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and show your enthusiasm for joining the OFX team. Plus, it gives us a chance to see your application in the right context!
We think you need these skills to ace Inside Sales Representative
Some tips for your application 🫡
Show Your Sales Skills: When writing your application, make sure to highlight any sales experience you have. We want to see how you've converted leads into clients before, so share those success stories!
Be Client-Focused: Remember, this role is all about understanding client needs. Use your application to demonstrate how you've successfully engaged with clients in the past and how you can articulate value to them.
Keep It Organised: Just like managing a sales pipeline, your application should be well-structured. Make it easy for us to read by using clear headings and bullet points where necessary. A tidy application reflects strong organisational skills!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining the OFX team!
How to prepare for a job interview at OFX
✨Know the OFX Value Proposition
Before your interview, make sure you understand OFX's value proposition inside and out. Familiarise yourself with their products and services, especially how they simplify global payments. This will help you articulate how you can contribute to their mission during the interview.
✨Prepare for Discovery Conversations
Practice leading sales-focused discovery conversations. Think about the types of questions you can ask to uncover client needs and use cases. Being able to demonstrate a consultative approach will show that you can engage effectively with potential clients.
✨Showcase Your Organisational Skills
Since the role requires managing multiple opportunities, be ready to discuss how you stay organised. Bring examples of tools or methods you've used in the past to keep track of leads and ensure nothing falls through the cracks.
✨Handle Objections Like a Pro
Anticipate common objections related to onboarding and compliance. Prepare responses that position compliance as an enabler rather than a blocker. This will demonstrate your ability to manage client expectations and maintain momentum throughout the sales journey.