Sales Development Representative (B2B SaaS)
OFX, San Francisco, CA, United States
Join to apply for the
Sales Development Representative (B2B SaaS)
role at
OFX .
Company Overview 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. OFX offers global business accounts, payments to 180 countries in 30+ currencies, and currency risk management solutions to simplify global payments. It also enhances business operations through corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, helping accounting firms and businesses thrive.
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 will be responsible for hunting and qualifying leads to build sales opportunities for the team. You will be the first point of contact for potential clients and will effectively articulate OFX’s value proposition and discuss how our products and solutions provide an opportunity for better business money management, financial operations, and spend control. This role is ideal for a new graduate or a candidate new in their career who has a strong business mindset and is looking to start or expand their career in sales. Sales Development Representatives 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
Source new sales opportunities through outbound outreach, growing our top of sales funnel
Perform additional research on potential prospects that are provided by sales operations
High‑volume outreach via phone, email, and LinkedIn Navigator
Present and discuss OFX products and solutions, quickly identifying value for prospective client
Perform initial qualification, scheduling meetings for Account Executives
Ensure complete and accurate client relationship records within Salesforce
Maintain up to date knowledge of OFX products and services
Meet and exceed targets for identifying potential viable prospects
Qualifications What you bring
Experience:
Prior experience with customer facing and/or sales roles
Education:
Postsecondary Degree or Diploma in related field or equivalent experience
Self‑Motivated & Hard Working:
Dedicated to making 50+ outbound calls daily, maintaining motivation and persistence. Competitive mindset and driven to succeed.
Collaborative:
Team player and highly adaptable with an ability to work in a fast‑paced environment
Organized & Efficient:
Strong time‑management and‑tasking abilities, with a focus on efficiency
Detail‑orientated:
Ability to maintain accurate forecasting and records
Communication & Professionalism:
Confident, articulate, professional communicator (verbal and written) with strong listening skills and the ability to establish relationships quickly
Problem‑Solving:
Ability to identify client needs and work towards solutions
We offer a competitive base salary of $65,000 – $75,000 USD complemented by an incentive plan. Our comprehensive benefits package is available to all full‑time employees and part‑time employees working a minimum of 24 hours per week, ensuring you receive valuable support and perks as part of your compensation.
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).
Additional Information
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 organise 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, so you 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‑hierarchical 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 .
Seniority Level Associate
Employment Type Full‑time
#J-18808-Ljbffr
Sales Development Representative (B2B SaaS)
role at
OFX .
Company Overview 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. OFX offers global business accounts, payments to 180 countries in 30+ currencies, and currency risk management solutions to simplify global payments. It also enhances business operations through corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, helping accounting firms and businesses thrive.
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 will be responsible for hunting and qualifying leads to build sales opportunities for the team. You will be the first point of contact for potential clients and will effectively articulate OFX’s value proposition and discuss how our products and solutions provide an opportunity for better business money management, financial operations, and spend control. This role is ideal for a new graduate or a candidate new in their career who has a strong business mindset and is looking to start or expand their career in sales. Sales Development Representatives 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
Source new sales opportunities through outbound outreach, growing our top of sales funnel
Perform additional research on potential prospects that are provided by sales operations
High‑volume outreach via phone, email, and LinkedIn Navigator
Present and discuss OFX products and solutions, quickly identifying value for prospective client
Perform initial qualification, scheduling meetings for Account Executives
Ensure complete and accurate client relationship records within Salesforce
Maintain up to date knowledge of OFX products and services
Meet and exceed targets for identifying potential viable prospects
Qualifications What you bring
Experience:
Prior experience with customer facing and/or sales roles
Education:
Postsecondary Degree or Diploma in related field or equivalent experience
Self‑Motivated & Hard Working:
Dedicated to making 50+ outbound calls daily, maintaining motivation and persistence. Competitive mindset and driven to succeed.
Collaborative:
Team player and highly adaptable with an ability to work in a fast‑paced environment
Organized & Efficient:
Strong time‑management and‑tasking abilities, with a focus on efficiency
Detail‑orientated:
Ability to maintain accurate forecasting and records
Communication & Professionalism:
Confident, articulate, professional communicator (verbal and written) with strong listening skills and the ability to establish relationships quickly
Problem‑Solving:
Ability to identify client needs and work towards solutions
We offer a competitive base salary of $65,000 – $75,000 USD complemented by an incentive plan. Our comprehensive benefits package is available to all full‑time employees and part‑time employees working a minimum of 24 hours per week, ensuring you receive valuable support and perks as part of your compensation.
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).
Additional Information
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 organise 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, so you 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‑hierarchical 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 .
Seniority Level Associate
Employment Type Full‑time
#J-18808-Ljbffr