Sales Operations Manager

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

Reporting to the Global Head of Sales Operations and Enablement and working closely with APAC Commercial Leadership, the Sales Operations Manager plays a pivotal role in driving incremental revenue from the creation, design, execution and tracking of Commercial led campaigns and ensuring that regional sales processes and teams are running efficiently and effectively.

You will be responsible for:

1. Actively identifying opportunities & managing end-to-end campaigns in partnership with the frontline to drive incremental new & existing revenue
2. implementing and improving sales processes to support our global sales teams

This role will be a key contributor to driving higher customer revenue and delivering strong commercial outcomes while also optimizing costs.

What you do

• Responsible for proactively creating data led incremental revenue campaign ideas – targeting both the acquisition funnel & existing clients – score such ideas based on potential impact & effort to implement & gain alignment with Commercial leadership on what to prioritise
• Accountable for end-to-end campaign implementation, frontline follow-up & regular sharing of results & insights of what’s working & what’s not
• Actively seek & maintain a list of ‘next best actions’ for cross sell & upsell of products to drive product penetration
• Responsible for developing and maintaining key operational and forecasting reports to monitor and manage the daily commercial operations
• Leverage existing sales data to derive more impactful sales insights
• Contribute to identifying needs and developing long-term sales strategies to ensure the right work processes are in place to meet revenue targets
• Work collaboratively with different departments of the organization (IT, Marketing, Product, Compliance etc.) to improve workflows between groups and increase sales effectiveness
• Sales Performance Optimization – Optimizing Salesforce utilization and effectiveness, other sales tech solutions, call recording and analytics, and AI and ML integrations
• Lead Management - Responsible for improving automated lead distribution amongst Business Development Managers and Inside Sales and ensuring optimal pipeline management
• Salesforce Adoption & Optimization - Drive Salesforce adoption and ensure effective utilization by providing training, support, and identifying opportunities for continuous improvement to enhance sales productivity
• Sales Process Documentation - Create and maintain comprehensive sales process documentation to ensure consistent practices across teams and regions

What you bring

• Related university/college degree or equivalent experience
• 5+ years of experience in Sales Operations at high growth companies
• Proven ability to analyse data, generate insights & influence the successful execution of initiatives
• Proficient in MS Office Suite, Salesforce, Sales Enablement tools, Looker, Tableau, Power BI
• A proven change champion & a passion for improving the customer experience
• Previous experience in SaaS, financial services or fintech is an asset
• Outstanding communication and relationship-building skills
• Experience working globally is an asset
• Proven ability to deliver results within required deadlines
• Strong advanced forecasting, reporting, and analytics skills
• Strong attention to detail and lateral thinking skills
• Excellent written & verbal communication skills including the ability to articulate technical detail
• High levels of self-motivation and desire for self-improvement

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 health insurance, 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 [email protected].

We encourage you to apply if this role aligns with your career aspirations.