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Deepak Stevens Email & Phone Number

Senior Account Manager at OFX | Enhancing Client Experiences in Foreign Exchange | Driving Business Growth & Client Success at OFX
Location: Christchurch, Canterbury, New Zealand 7 work roles 1 school
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Current company
OFX
Role
Senior Account Manager at OFX | Enhancing Client Experiences in Foreign Exchange | Driving Business Growth & Client Success
Location
Christchurch, Canterbury, New Zealand
Company size

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Deepak Stevens is listed as Senior Account Manager at OFX | Enhancing Client Experiences in Foreign Exchange | Driving Business Growth & Client Success at OFX, a company with 434 employees, based in Christchurch, Canterbury, New Zealand. AeroLeads shows a matched LinkedIn profile for Deepak Stevens.

Deepak Stevens previously worked as Senior Corporate Account Manager at Ofx and Sales & Implementation Engineer at Smb Consultants. Deepak Stevens holds Diploma, Computing And Information Technology from Auckland Institute Of Studies.

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OFX

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Profile bio

About Deepak Stevens

An accomplished sales specialist and technical product expert with 10+ years of experience in SaaS sales, implementation, account management, client relations, and partner management across various cloud software platforms. Working in high-performing teams where we consistently surpass sales targets has highlighted the importance of fostering long-lasting client relationships and an exceptional customer experience.Introducing client-focused solutions, driving revenue, and generating leads are key parts of my skill set, demonstrating my resilience, communication abilities, and customer-centric approach. Beyond my proven track record in defining sales and customer success objectives, shaping future products, and generating pipelines, I excel at leveraging a deep understanding of cloud software dynamics in inventory, supply chain, e-commerce, FX and advanced analytics.I also thrive in interacting with internal stakeholders to share customer insights and contribute to product roadmaps. I am skilled at building relationships with clients to understand their needs and recommend value-based solutions. I am deeply committed to introducing strategic sales initiatives, driving revenue, and generating leads. My focus is on helping business owners make better decisions through in-depth product knowledge and insights. I have a successful history in identifying business needs, addressing challenges, and implementing effective SaaS/PaaS solutions. I specialize in reaching out to inbound leads, trial users, past customers, and target accounts to help them achieve their business goals using cloud solutions.

Current workplace

Deepak Stevens's current company

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OFX
Ofx
Senior Account Manager at OFX | Enhancing Client Experiences in Foreign Exchange | Driving Business Growth & Client Success
australia
Website
Employees
434
AeroLeads page
7 roles

Deepak Stevens work experience

A career timeline built from the work history available for this profile.

Senior Corporate Account Manager

Current
Ofx

Auckland, New Zealand

  • At OFX, as a Senior Corporate Account Manager, I offer clients tailored FX solutions designed to meet their diverse needs. My role encompasses providing strategic advice and exceptional service, ensuring my clients.
  • Build and maintain strong relationships with clients, ensuring their foreign exchange needs are met with exceptional service.
  • Identify and pursue new business opportunities, leveraging expertise in SaaS sales and e-commerce to expand the client base.
  • Proactively manage and optimize the existing client portfolio to capture full revenue potential, ensuring maximum client retention and satisfaction.
  • Offer tailored advice on foreign exchange strategies, helping clients make informed decisions to optimize their cash flow and international transactions.
  • Work closely with internal teams to ensure seamless service delivery and address any client concerns promptly.
Sep 2024 - Present

Sales & Implementation Engineer

Sydney, New South Wales, Australia

  • Increased avg. deal size of projects from a value of $10K to $30K at 200%, providing broader range of software solutions and offering more in-depth implementation service that represented better value-based proposition.
  • Coordinate sales operations thus meeting targets, managing clients and maintaining an 87% conversion rate.
  • Interact with SaaS vendors to create partner plans, maximize up-sell revenue and schedule training sessions.
  • Work within the sales and implementation team on the technical aspects of the company's SaaS solutions.
  • Present bespoke SaaS solutions which may be an inter-connected cloud-based system, ecommerce platform, inventory system, B2B platform, accounting system or reporting system depending on their business needs.
  • Train clients’ staff on the analytics, accounting or ecommerce platform before supporting them on a long-term basis, ensuring that they get the best out of the system and maximising value from what was presented to them.
Jan 2019 - Sep 2024

Cloud Consultant

Auckland, Auckland, New Zealand

  • Analyzed and assessed industry and market trends, responding to customer queries and handling infrastructure concerns.
  • Devised and led installation plans for implementations in accordance with guidelines setup with clients.
  • Liaised with Applications Developers, Business Partners and other stakeholders to design and implement cloud solutions.
  • Established and executed business, network, and operations cloud transformation propositions as well as engagements.
  • Resolved legacy migration challenges to enable operators in creating innovative services and reducing cost time to market.
  • Customized and implemented solutions and migrations in cloud engagement team as per individual customer’s proposal.
Apr 2018 - Dec 2018

Apac Team Leader

Auckland, Auckland, New Zealand

  • Supervised a team of 7 implementation specialists in the APAC region, monitoring sales and implementation activities,mentoring each member, meeting monthly targets and reporting directly to the Operations Manager and.
  • Met directly with customers to track progress, gathering feedback and improving the customer success rating by 20%.
  • Hired suitable candidates and up-skilled new staff to provide the best and highest quality experience to all Cin7 customers.
  • Managed and maintained customer relationships, acting as the primary point of contact for any implementation request.
  • Analyzed customer requirements while configuring Cin7 solutions to their specifications and providing product expertise.
  • Identified expansion sales opportunities within the customer base while interacting meaningful with all APAC customers.
Jan 2018 - Apr 2018

Channel Partner Manager

Auckland, Auckland, New Zealand

  • Coordinated the Cin7 Partner Program to allow partners learn more, complete courses and gain certifications.
  • Set targets and milestones for all teams while reporting directly to the Operations Manager on a monthly basis.
  • Maintained relationships with prospective partners who could refer and implement Cin7 to widen the user base.
  • Trained partners on how to sell Cin7 systems to clients, conducting implementation and providing support.
  • Nurtured relationships with Cin7 partners, showcasing value and differentiating between Cin7 solutions.
  • Liaised with the Marketing and Sales department on leveraging business development and co-selling opportunities, coaching key partners and emerging partners on how to grow their or their clients’ businesses.
Oct 2016 - Jan 2018

Implementation Specialist

Auckland, Auckland, New Zealand

  • Produced scoping documents and plans to ensure project delivery and solution integration happened on time.
  • Delivered in-person product demos to potential clients while working with them throughout sales process.
  • Liaised with the development team to convey client requirements and implement features within timeframes.
  • Onboarded new clients on the Cin7 software to ensure smooth transition within 4-week assigned timeframe.
  • Provided live and post-live support to clients to ensure they had the best possible customer experience.
  • Trained customers via the Cin7 help site, videos or booked meetings, scoping out client requirements, providing best possible workarounds and practical solutions as well as assisting with efficient data transfer.
Oct 2015 - Oct 2016

Provisioning Administrator

Auckland, Auckland, New Zealand

  • Collaborated with device vendors to rectify and report common faults among device models to ensure they were fixed at production level while programming and dispatching new EFTPOS devices to the merchants.
  • Assisted customer care team with any issues beyond their scope of support and offering after-sales support.
  • Set up global merchants with hosted payment services by contacting their global banking partner.
  • Tracked all domestic and global Merchant services to ensure customers are provided with the best service.
  • Tested and returned faulty EFTPOS devices while resolving queries from users of app/EFTPOS devices.
  • Performed fraud checks on merchants applying for EFTPOS facilities to ensure that each merchant’s app met the criteria's set by Optimizer's banking partners before activating their facilities within provided SLAs.
Sep 2014 - Aug 2015
Team & coworkers

Colleagues at OFX

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1 education record

Deepak Stevens education

FAQ

Frequently asked questions about Deepak Stevens

Quick answers generated from the profile data available on this page.

What company does Deepak Stevens work for?

Deepak Stevens works for OFX.

What is Deepak Stevens's role at OFX?

Deepak Stevens is listed as Senior Account Manager at OFX | Enhancing Client Experiences in Foreign Exchange | Driving Business Growth & Client Success at OFX.

Where is Deepak Stevens based?

Deepak Stevens is based in Christchurch, Canterbury, New Zealand while working with OFX.

What companies has Deepak Stevens worked for?

Deepak Stevens has worked for Ofx, Smb Consultants, Alt Shift Ltd, Cin7, and Optimizer Hq.

Who are Deepak Stevens's colleagues at OFX?

Deepak Stevens's colleagues at OFX include Conor Dunleavy, Anthony Mancuso, Chloe Sims, Silvana Karzon, and Jannica Caballero.

How can I contact Deepak Stevens?

You can use AeroLeads to view verified contact signals for Deepak Stevens at OFX, including work email, phone, and LinkedIn data when available.

What schools did Deepak Stevens attend?

Deepak Stevens holds Diploma, Computing And Information Technology from Auckland Institute Of Studies.

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