中小企业资金销售顾问
SME Funding Sales Consultant
这是一个远程职位。
一家正在快速发展的非银行融资业务,帮助中小企业从未结发票中获得关键的营运资金,现正在寻找一名SME融资销售顾问,进行为期3个月的独立合同工作,表现优秀的候选人将有转为正式员工的机会。这是一项完全远程的工作,核心工作时间为上午09:00至下午16:00,您可以根据自己的生活方式安排客户接触时间。公司以精准填补中小企业的现金流缺口而自豪,帮助它们持续繁荣发展。这是一项高影响力、咨询性质的一线岗位,专注于温暖潜在客户的转化、结构化跟进、文件收集和入职支持。您将直接与已经主动联系并表现出强烈融资兴趣的中小企业主进行沟通。由于忙碌的企业主经常分心,您的核心任务是提供结构化、专业的跟进,引导他们完成流程,确保这些优质机会被成功获取并顺利入职。这个职位非常适合喜欢重复、有纪律的跟进工作,并且在忙碌的客户需要多次提醒后才发送文件时不会感到沮丧的人。主要运营职责:
· 领导转化与培育:通过电话、电子邮件和WhatsApp积极主动地跟进已预审的、对融资表现出积极兴趣的中小企业申请人。
- 管道动力:以能量和紧迫感工作,确保没有融资机会被遗漏,逐步引导忙碌的企业主完成申请流程。
- 文件催收与协助:积极协助申请人完成融资申请,跟进尚未提交的财务文件和入职所需信息。
- 数据库挖掘与重新激活:持续与历史数据库中的旧线索重新建立联系,这些线索之前可能已经冷淡,但可以挖掘出隐藏的价值。
- CRM维护与跟踪:在CRM环境(Pipedrive)中保持一个完美的销售管道,仔细更新客户信息、线索阶段和详细的跟进活动。
- 销售团队与运营支持:与更广泛的销售团队紧密合作,协助他们进行线索跟踪、管道更新、转化活动以及附属线索计划的报告。
- 客户问题解决:作为客户问题的专属前线接触点,提供及时有效的支持。
查看英文原文
This is a remote position.
A growing non-bank funding business that helps SMEs access vital working capital from their unpaid invoices is looking for a SME Funding Sales Consultant for a 3-month independent contract, with a clear intent to transition to permanent for the right candidate. This is a fully remote role with core working hours as 09h00 to 16h00, allowing you to structure your client outreach around your lifestyle. The company prides themselves on keeping small businesses thriving by bridging their cash flow gaps with absolute precision. This is a high-impact, consultative frontline role focused entirely on warm lead conversion, structured follow-up, document collection, and onboarding support. You will engage directly with SME owner-managers who have already actively reached out and shown a strong interest in funding. Because busy business owners frequently get distracted, your core focus will be providing structured, professional follow-ups to guide them through the process, ensuring these strong opportunities are secured and successfully onboarded. This role perfectly suits someone who enjoys repeated, disciplined follow-up and does not get frustrated when busy clients need several reminders before sending documents. Key Operational Responsibilities:
· Lead Conversion & Nurturing: Drive proactive outbound follow-ups via phone, email, and WhatsApp with warm, pre-qualified SME applicants who have shown an active interest in funding.
- Pipeline Momentum: Work with energy and urgency to ensure no funding opportunity falls through the cracks, guiding busy business owners step-by-step through their application process.
- Document Chasing & Assistance: Actively assist applicants with completing their funding applications by following up on outstanding financial documents and information required for onboarding.
- Database Mining & Re-engagement: Consistently re-engage with older leads on the historical database where previous contact may have gone cold, unlocking hidden value.
- CRM Hygiene & Tracking: Maintain an immaculate sales pipeline within a CRM environment (Pipedrive), meticulously updating client information, lead stages, and detailed follow-up activities.
- Sales Team & Operations Support: Collaborate closely with the broader sales team, supporting them with lead tracking, pipeline updates, conversion activities, and affiliate lead programme reporting.
- Client Query Resolution: Serve as a dedicated, frontline touchpoint for prospects, handling inbound queries with professional warmth and ensuring no client gets left behind.
Requirements
- Language Proficiency: Naturally fluent in Afrikaans and English, with the versatile communication skills needed to explain a financial product simply and confidently in both languages to a wide variety of SME owner-managers across diverse industries.
- Commercial Track Record: Demonstrated success and strong experience in frontline B2B sales or corporate asset finance conversions. You must have direct experience dealing with company directors or business owners, ideally within commercial asset finance, business banking, invoice discounting, B2B recruitment, corporate insurance, or commercial broker networks. General retail banking support or consumer micro-lending roles will not be considered.
- The Right Mindset: A proactive, resilient individual who genuinely loves speaking to business owners and understands how to balance professional warmth with a sense of urgency.
- Resilient Follow-Through: The ability to consistently and pleasantly follow up with busy clients, maintaining a highly professional, patient, and solution-focused approach at all times.
- Tech-Agility & Pipeline Mastery: Strong, active working knowledge of CRM systems for high-volume pipeline management (Pipedrive exposure is a major plus) and complete comfort tracking sales data daily.
- Education & Grit: A diploma or degree is useful, but not essential. We care far more about evidence that you can stick with difficult tasks, manage a pipeline properly, and follow through consistently.
You may be a strong fit if you are currently working in corporate asset finance, B2B recruitment, business lending, commercial insurance, or corporate onboarding—and you are the person who keeps the desk organized, follows up relentlessly, and ensures commercial opportunities never go cold.
Benefits
Work-Life Freedom: Enjoy the ultimate flexibility of a 100% fully remote office setup, combined with manageable core working hours (09h00 to 16h00). This allows you to completely eliminate the daily commute and structure your client outreach beautifully around your personal lifestyle. Real Career Growth: A 3-month contract specifically designed as a runway to prove your value and secure a permanent position within a growing SME funding business. Rewarding Upside: A reliable monthly basic salary paired with an uncapped dual-commission structure where you can truly own your desk and control your earning potential. To maximize your earnings, you will benefit from two lucrative, uncapped commission structures:
· The Re-engagement Pipeline (Higher Commission Rate): Mining and re-activating warm historical leads from an extensive 8-year database.
- The Fresh Flow Pipeline (Standard Commission Rate): Closing the steady stream of fresh, inbound warm leads shared directly with you.
High-Impact Purpose: Work with an elite, highly collaborative funding team where your daily organizational skills directly help independent South African small businesses survive, grow, and thrive.
Originally posted on Himalayas