B2B Sales Representative - SME Forex

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.