Role Overview

The Business Development Representative – SME Forex is afixed-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.

TreasuryONE remote jobs

Business Development Representative - SME Forex