Partnerships Account Manager

📌 Core Information

🔹 Job Title: Partnerships Account Manager

🔹 Company: OFX

🔹 Location: Sydney, New South Wales, Australia

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Growing and managing an existing portfolio of accounting users
• Engaging partners to communicate events and updates
• Leveraging referral opportunities to expand business
• Liaising with internal teams to ensure client satisfaction

ASSUMPTION: The role involves significant interactions with partners and clients, potentially requiring strong communication skills and the ability to manage multiple projects simultaneously. This is inferred from the emphasis on managing relationships and growing a referral partnership portfolio.

📋 Key Responsibilities

✅ Lead and grow the Australian Referral Partnership portfolio

✅ Develop long-term partner and client relationships

✅ Increase revenue and generate new referrals

✅ Provide proactive updates and identify new use cases

✅ Manage key account plans for top and general accounts

✅ Collaborate with support, product, and implementation teams

✅ Adherence to OFX credit, risk management, and policies

ASSUMPTION: The emphasis on managing portfolios and developing relationships indicates a need for experience in account management and possibly experience in financial services or forex industries.

🎯 Required Qualifications

Education: Bachelor's degree in finance or a business-related discipline

Experience: At least 2 years in account management or a similar role

Required Skills:

• Knowledge of the accounting/payments industry
• Strong communication and presentation skills
• Ability to influence key stakeholders

Preferred Skills:

• Experience with SaaS platforms or transactional banking
• Organizational and time management proficiency

ASSUMPTION: Preferred skills indicate a tech-savvy background, possibly hinting at use of CRM tools or similar platforms, given the emphasis on SaaS experience.

💰 Compensation & Benefits

Salary Range: Not specified - typically competitive within the financial services industry in Sydney

Benefits:

• Gender-neutral parental leave
• Volunteer days and community engagement programs
• Flexible work arrangements

Working Hours: 40 hours per week with potential for flexibility

ASSUMPTION: Compensation likely includes standard market benefits like healthcare and retirement plans, with additional perks for work-life balance, as suggested by the description of company culture and values.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specializing in foreign exchange and money transfers

Company Size: 676 employees, medium-sized offering agility with ample resources for support

Founded: 25+ years ago, highlighting a long history in financial innovations

Company Description:

• Known for simplifying global money transfers
• Combines digital platforms with 24/7 customer support
• Operates globally, helping businesses focus on their core without exchange rate worries

Company Specialties:

• International payments
• Currency risk management
• Multi-currency wallets

Company Website: https://www.ofx.com/

ASSUMPTION: The company's long-standing presence in the market implies stability and reliability, critical elements for those seeking a trustworthy employer in financial services.

📊 Role Analysis

Career Level: Early to mid-career, suitable for those with some prior account management experience

Reporting Structure: Likely reports to a senior manager or director of partnership management

Work Arrangement: Combination of on-site and potentially flexible remote work, dependent on duties

Growth Opportunities:

• Leadership training and career development
• Internal mobility opportunities through secondments
• Exposure to global market practices

ASSUMPTION: The role provides progression opportunities for those looking to grow within a dynamic financial environment, especially those interested in cross-functional and global roles.

🌍 Location & Work Environment

Office Type: Open-plan, fostering collaboration and communication

Office Location(s): Sydney HQ with other offices globally

Geographic Context:

• Located in the central business district
• Close proximity to public transit and urban amenities
• Opportunities for networking and professional development in a vibrant city

Work Schedule: Standard business hours, with some flexibility for remote work

ASSUMPTION: The Sydney office likely offers a vibrant and competitive work setting appropriate for those who thrive in a metropolitan business environment.

💼 Interview & Application Insights

Typical Process:

• Initial application screening
• Phone interview with HR
• Panel interview with team members
• Assessment of technical and interpersonal skills

Key Assessment Areas:

• Communication abilities
• Problem-solving skills
• Experience with financial services tools

Application Tips:

• Highlight experience in account management and client relationship management
• Prepare examples of cross-departmental collaboration
• Showcase adaptability and resilience in dynamic environments

ATS Keywords: Account Management, Client Relationship, Financial Services, Forex, SaaS

ASSUMPTION: Understanding of financial products and services will likely be emphasized during the interview process.

🛠️ Tools & Technologies

• CRM systems for managing client interactions
• Financial software for transaction tracking and reporting
• Communication platforms for cross-team collaboration

ASSUMPTION: Familiarity with CRM tools and financial software will be advantageous, given the focus on account management and relationship building.

👔 Cultural Fit Considerations

Company Values:

• Collaboration and teamwork
• Innovation and adaptability
• Commitment to client success

Work Style:

• Proactive and entrepreneurial
• Open to change and continuous improvement
• Customer-focused with a passion for exceeding expectations

Self-Assessment Questions:

• Am I comfortable in a fast-paced, dynamic work environment?
• Do I enjoy working collaboratively across different teams?
• Can I manage multiple client relationships effectively?

ASSUMPTION: The company culture emphasizes modern and flexible approaches to work, suitable for those who thrive in an innovative environment.

⚠️ Potential Challenges

• Managing large portfolios while ensuring individual client focus
• Balancing proactive client engagement with reactive support
• Navigating complex financial regulations and compliance
• Adapting to fast-paced market changes

ASSUMPTION: Challenges may include balancing responsibilities across a broad spectrum of clients, requiring strong organizational skills and adaptability.

📈 Similar Roles Comparison

• Strong emphasis on relationship management compared to sales-heavy roles
• Higher complexity with financial products compared to general account management
• Collaboration with multi-departmental teams for comprehensive client solutions

ASSUMPTION: The role differentiates itself with a greater focus on financial expertise and stakeholder management compared to standard account management positions.

📝 Sample Projects

• Developing a key account plan for expanding high-value client relationships
• Collaborating on a multi-departmental initiative for product launch
• Implementing a referral marketing strategy optimized for local markets

ASSUMPTION: Projects likely involve cross-functional collaboration and strategic planning, aligning with the role's focus on partnership and account growth.

❓ Key Questions to Ask During Interview

• How does OFX measure success in this role?
• What are the most significant challenges currently facing the partnership portfolio?
• Can you describe the team structure and dynamics?
• How does OFX support professional development and career growth?
• What impact is expected within the first six months?

ASSUMPTION: These questions will clarify expectations and assist candidates in assessing how the role aligns with their career ambitions.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume is tailored to highlight relevant experience
• Prepare to discuss your approach to managing client relationships
• Research OFX’s recent projects and market positioning
• Practice responses to potential situational questions

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.