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
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
- 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.
- 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.
- 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.
- 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.
- 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
Related Career Paths
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Insights
Job Outlook
This career will have large numbers of openings.
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