Account Executive and Onboarding Specialist

Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs. We are revolutionising the world of currency trading by providing innovative trading experiences, currency data and analytics solutions. Dare to be open, bold, focused - own it and apply! The future is now! 

Join us and: 

• Work with an award-winning platform that handles billions in daily transactions.

• Accelerate your career in a globally recognized FinTech company.

• Learn from industry experts and enhance your professional skills.

• Play a crucial role in driving company growth and improving the trading experience for our clients.

How do we work?

Our North American Sales Department has recently restructured to maximize client conversion and drive growth. The Onboarding Team is focused on moving clients through our registration funnel, from the initial application stage to a "Ready for Funding" (RFF) stage. We work closely with our global account processing team to process client applications in a timely and efficient manner. Our goal is to provide an exceptional onboarding experience for our new clients.

While the role is mostly remote, we would like you to be in the office for the first two weeks to provide you with the best possible onboarding.

In this role you will:

• Work with the New Accounts department to assist customers in completing account opening documents.

• Answer client questions about OANDA's products and services.

• Provide exceptional support to existing customers regarding all aspects of the trading experience.

• Document all client communications in Salesforce®.

• Attend and contribute to sales meetings.

• Work to company policies, processes, procedures, and standards.

What skillset do you need to be successful in this role? 

• Minimum of 1 years of phone-based sales experience.

• Excellent English written, and oral communication skills are mandatory.

• Intermediate Spanish.

• Self-driven passion for understanding forex and cryptocurrency markets.

• Committed to continuous learning and obtaining necessary certifications.

Nice to have:

• Demonstrated desire and willingness to continually upgrade skills and training with regards to financial markets, combined with an interest in international events.

• Experience with Salesforce®.

• Proficient in MS Office (Word, Excel, PowerPoint, Outlook).

OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Learn more about our culture here.

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