Sales Development Representative

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

We are excited for growth in our business in the UK office, and we are hiring an Sales Development Representative. The Sales Development Representative role is the entry level role for the Corporate (B2B) Sales Team at OFX. Sourcing, qualifying and enriching leads, the Sales Executive provides a highly valued support to our Business Development Managers, working closely together to start the sales process with new prospects and increasing our rapidly expanding client base.

You will be given broad and exclusive in-house training, both as a team and 1-2-1, including access to a fully integrated development program to ensure that all skills are maximized. Predominantly a telephone based role, the Sales Development Representative will be trained to talk competently about our range of products and services with the ability to build rapport and be influential to key financial decision makers. You will have the opportunity to progress onto the BDM team after a consistently high performance has been proven. This role forms an integral part of a growing division that has already experienced substantial expansion and offers a clear, merit based career path.

At OFX, we believe everyone thrives when they feel a genuine sense of belonging — regardless of background, identity or experience. As an Sales Development Representative on our EMEA Corporate Sales team, you’ll join a truly inclusive culture built on collaboration, mentorship and continuous learning. You’ll benefit from employee‑led networks, structured leadership development programmes and a commitment to equitable opportunity at every stage — giving you the support, resources and clarity you need to grow your career.

What you’ll do

• Cold calling, networking and researching to qualify prospects
• Generate an initial interest in OFX with the financial decision maker within targeted organisations
• Present OFX as a valuable proposition and viable business partner
• Work closely with the BDM team to track all qualified prospects and ensure consistent and smooth customer journey during transition to senior partner
• Administrative tasks associated with managing your own sales pipeline in accordance with company processes
• Attend and actively participate in weekly sales meetings
• Reporting - ensure accurate and timely data entry of sales activity into CRM system
• Liaise with your manager, team members, dealers and/or relevant stakeholders when there are issues or concerns that need to be resolved

Qualifications

What you bring

• Excellent written and verbal communication skills in English
• Excellent telephone manner
• A natural interest in Sales in the financial services and fintech space
• Driven, tenacious with an appetite for career advancement
• Good communication skills
• Creative, persistent, self-motivated
• An interest in the financial markets is desired but not essential

Additional Information

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.

#LI-Hybrid

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.