TreasuryONE (Pty) Ltd

Business Development Rep

• 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.

Business Development Representative – SME Forex

Implementation Specialist

• Configure financial or treasury system functionality in line with approved requirements and solution designs.
• Translate business requirements into system workflows, configuration settings, templates, and process rules.
• Validate configuration through internal testing and support delivery within agreed scope, timelines, and quality standards.
• Participate in client workshops to gather, clarify, and document business and system requirements.
• Support clients with implementation workbooks, data templates, and required inputs.
• Ensure requirements, configuration decisions, and testing outcomes are clearly documented and traceable.
• Support system testing, user acceptance testing, scenario validation, and defect resolution.
• Log, track, investigate, and help resolve configuration gaps, data issues, and testing defects.
• Assist with data collection, cleansing, mapping, loading, and validation.
• Review client data for accuracy, completeness, and consistency.
• Escalate data risks, gaps, or dependencies that may affect implementation delivery.
• Support go-live preparation, production readiness, and early-life system support.
• Assist with user queries, implementation issues, and minor configuration adjustments during transition.
• Prepare and maintain configuration guides, test scripts, solution notes, issue logs, and project documentation.
• Track assigned tasks, deliverables, risks, and dependencies in line with project plans.
• Provide progress updates and collaborate with project managers, consultants, technical teams, and client stakeholders.

Business Development Representative – SME Forex

Junior Treasury Systems Implementation Consultant