B2B Sales Representative - SME Forex
treasuryone· Treasury Operations & Accounting
About this role
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.
Frequently Asked Questions
Is the salary disclosed for the B2B Sales Representative - SME Forex position at treasuryone?
The salary for this B2B Sales Representative - SME Forex role at treasuryone is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the B2B Sales Representative - SME Forex position at treasuryone located?
This B2B Sales Representative - SME Forex role at treasuryone is based in Pretoria, Gauteng, South Africa. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the B2B Sales Representative - SME Forex role at treasuryone full-time or part-time?
This is listed as a Full Time position. It is posted as a B2B Sales Representative - SME Forex role in the Treasury Operations & Accounting department at treasuryone.
Which team or department does the B2B Sales Representative - SME Forex at treasuryone belong to?
This B2B Sales Representative - SME Forex position is part of the Treasury Operations & Accounting department at treasuryone. See the full job description for more information about the team structure and responsibilities.
How do I apply for the B2B Sales Representative - SME Forex position at treasuryone?
Click the "Apply Now" button on this page. You will be redirected to treasuryone's official application portal hosted on bamboohr where you can submit your application directly.
When was the B2B Sales Representative - SME Forex job at treasuryone posted?
This B2B Sales Representative - SME Forex position at treasuryone was posted on May 22, 2026. Apply as soon as possible — early applications are often reviewed first.
B2B Sales Representative - SME Forex
treasuryone
You'll be redirected to treasuryone's official application page on bamboohr.