TRAFFIC Gauteng

B2B Sales Representative - SME Forex

TreasuryOne (Pty) Ltd

Job Description

Role Overview

The B2B Sales Representative - SME Forex is a fixed-term contract position responsible for driving business-to-business client acquisition, platform adoption, and active usage of the SME Forex platform. The role focuses on identifying prospective SME clients, qualifying commercial opportunities, conducting screen-share demonstrations, supporting onboarding, and maintaining disciplined sales pipeline activity.

Qualifications
  • Bachelor's degree in Finance, Economics, or a related field
Experience

At least 1-2 years' relevant experience in one or more of the following:

  • B2B sales, business development, or client acquisition
  • Commercial, SME, banking, treasury, FX, fintech, or financial services environments
  • SaaS sales, technology-enabled sales, or platform-based client engagement
  • Client-facing roles involving prospecting, lead qualification, follow-up, objection handling, and conversion
  • Experience engaging with SME or commercial clients is advantageous
  • Comfortable operating in a target-driven, commission-weighted sales environment
Core Responsibilities Client Acquisition & Business Development
  • Build and maintain a strong pipeline of prospective SME Forex clients through networking, referrals, outreach, and relationship-driven sales activity.
  • Identify and qualify businesses with foreign exchange, cross-border payment, import, or export-related needs.
  • Conduct SME Forex platform demonstrations and present solutions in a clear, consultative, and commercially relevant manner.
  • Drive client acquisition and conversion in line with agreed sales expectations and commission-based earning potential.
Client Enablement & Relationship Management
  • Guide clients through registration, documentation, onboarding, platform access, and usage requirements.
  • Support newly onboarded clients to encourage platform adoption and continued usage.
  • Maintain accurate records of client interactions, pipeline activity, onboarding progress, and commercial opportunities.
Sales Execution & Pipeline Management
  • Manage daily and weekly sales activity with discipline, urgency, and consistency.
  • Prioritise prospects based on client need, likelihood of conversion, and commercial value.
  • Track leads, demonstrations, follow-ups, and conversion progress accurately.
  • Provide regular updates to management on pipeline status, sales activity, client feedback, and barriers to conversion.
Stakeholder Collaboration
  • Work independently while following the strategic sales playbook and approved internal processes.
  • Collaborate with internal teams to support onboarding, platform access, technical queries, and service delivery.
  • Escalate complex client queries or issues to the appropriate internal stakeholders.
  • Share client feedback to help refine the sales approach, platform positioning, and client experience.
Compliance & Professional Standards
  • Ensure all client engagement is professional, ethical, accurate, and aligned with approved messaging.
  • Handle client information responsibly and maintain confidentiality.
  • Avoid overpromising platform capabilities or giving advice outside the scope of the role.
  • Represent SME Forex professionally in all client and stakeholder interactions.

About This Role

Career insights for Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel positions

Salary Benchmark
$64,600/year
Source: O*NET (USD)
Job Outlook
This career will have large numbers of openings.
Common Technologies
Microsoft Excel 365 Google Jamboard Microsoft Outlook 365 Microsoft Dynamics 365