Business Development Representative - SME Forex

Role Overview

The Business Development Representative – SME Forex is a fixed-term contract role responsible for driving B2B client acquisition and platform adoption for TreasuryONE's SME Forex offering. The role focuses on identifying and converting import and export businesses with cross-border payment and foreign exchange needs onto the TreasuryONE SME FX platform.

The role combines digital prospecting and screen-share platform demonstrations with regular in-person client engagement as well as, meeting import and export financial decision-makers face-to-face. We are recruiting across multiple provinces, and candidates should be comfortable to travel locally within their province to meet clients in person as it is a core requirement of the role.

We welcome applications spanning a wide range of experience levels, from candidates early in their B2B sales career through to seasoned senior sales professionals.

Qualifications

• Matric / National Senior Certificate (required)
• A relevant Bachelor’s degree in Commerce in Business Management, Finance, Economics, or related discipline (advantageous)

Experience

We welcome applications from candidates with 1 to 7+ years of relevant experience in any 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
• Current or former Financial Advisors

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 onboarding, documentation, and platform access.
• Support newly onboarded clients to drive adoption and continued usage.

Sales Execution & Pipeline Management

• Manage sales activity with discipline, tracking leads, follow-ups, and conversions accurately.
• Prioritise prospects based on client need, likelihood of conversion, and commercial value.
• 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.