Client Success Manager (Implementation)

Purpose of your Role

We are 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'll 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