2,684 Sales Development Representative jobs in South Africa

Sales Development Representative

Eastern Cape, Eastern Cape nCino, Inc.

Posted 11 days ago

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Job Description

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Sales Development Representative page is loadedSales Development Representative Apply locations ZA - Remote - South Africa time type Full time posted on Posted 30+ Days Ago job requisition id R5535

nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.

Who is nCino? nCino is the worldwide leader in cloud banking for the financial services industry. Through its Bank Operating System, nCino leverages the power and security of the Salesforce platform to deliver a complete banking solution. Dedicated to transforming financial services through innovation, reputation and speed, nCino’s technology enables financial institutions of all sizes to expand market share, adapt to meet regulatory compliance, drive profitability and optimize operational transparency. Institutions using nCino’s Bank Operating System have a scalable and secure solution which can adapt to market changes, institutional restructuring and changing customer expectations. Founded in 2012, nCino is headquartered in Wilmington, North Carolina and currently services over 130 financial institutions ranging in size from $100 million to over $250 billion in assets in the United States and Europe. Why Work for nCino? nCino's mission is to transform financial services through innovation, reputation and speed. nCino has built a worldwide brand and reputation as one of the fastest growing FinTech companies by hiring the right people, exceeding expectations and being dedicated to customer success. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. Job Summary The BDG Regional Director is responsible for prospecting and business development activities within their defined territory and industry. With the goal to turn prospects into warm leads and convert them into qualified opportunities for the sales team. Activities include cold calling, emailing, LinkedIn connections and other activities required to communication and establish a relationship with the prospect and a basic value proposition and business need for the nCino solution. The Regional Director will be expected to meet quarterly and annual goals and develop intimate knowledge of Salesforce, the nCino product and selling.

Responsibilities

  • Perform business development function by touching two contacts at every account, using two different activity types per quarter
  • Generate new opportunities, schedule product demos with prospects and drive qualified leads to the sales team
  • Establish and develop introductory relationships with prospects
  • Perform online research of accounts and understand an institutions financial metrics in order to identify "pain points" and customized messaging
  • Setup reports and dashboards for managing territory, goals and activity
  • Update Salesforce with all business development activity and information related to each account and contact
  • Research and add new account contacts into Salesforce, and maintain data integrity of 98% for existing accounts and contacts
  • Develop a deeper understanding of Salesforce CRM and how to configure reports and dashboards
  • Complete select marketing and Salesforce data projects
  • Act as a key contact and resource between other departments and BDG/Marketing
  • Learn and utilize Pardot as a business development tool

Qualifications

Required:

  • Bachelor’s degree in Business or related field required
  • 2 years of experience in sales or combination of education, experience, and superior performance
  • Proven self-starter with ability to have a disciplined self-management style
  • Experience with Sales messaging and scripting
  • Understanding of banks or credit unions
  • Proven ability to use social media as a business development tool
  • Proven ability to research and identify bank industry data


Desired:

  • Desire to be a hunter
  • Experience in a business development
  • Demonstrated ability as an effective communicator and quick learner
  • Ability to multi-task with strong organizational skills of daily workflow
  • Process and data oriented
  • Usage of Salesforce as a CRM system; specifically reporting and dashboards
  • Motivated to achieve and exceed metrics and goals

If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino.

nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at .

Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work.

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Sales Development Representative (SDR)

Western Cape, Western Cape ExecutivePlacements.com - The JOB Portal

Posted 13 days ago

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Job Description

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POSITION INFO:

Recruiter:

WatersEdge Solutions

Job Ref:

51084118

Date posted:

Tuesday, July 1, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Location: Hybrid (Remote/In-Office in Cape Town)

Employment Type: Full-Time

Industry: SaaS | Global Workforce Solutions | HR Tech

WatersEdge Solutions is on the hunt for a driven and personable Sales Development Representative to join one of our fast-scaling global tech partners. This is a prime opportunity for someone eager to make a tangible impact in a high-growth environment while developing their B2B sales career in a supportive and dynamic team.

About The Role

As a Sales Development Representative, you’ll be the face of the Go-To-Market team, fuelling top-of-funnel growth by identifying and qualifying new business opportunities. You'll engage potential clients, uncover their challenges, and set the stage for successful sales conversations. If you love connecting with people, are highly motivated, and want to grow within a vibrant sales organisation—this role is for you.

Key Responsibilities

  • Represent the company’s solutions with a deep understanding of client needs
  • Conduct research and outreach to generate leads and build strong prospect pipelines
  • Engage and qualify inbound and outbound leads through calls and emails
  • Maintain accurate pipeline records and collaborate with Sales Executives to advance deals
  • Identify and share best practices to optimize lead generation strategies
  • Schedule and coordinate discovery meetings between prospects and the sales team
  • Deliver weekly and monthly performance updates to the Sales Manager

What You’ll Bring

  • Bachelor’s degree or 3+ years of relevant experience
  • Strong communication skills across phone, email, and virtual channels
  • Analytical mindset with a proactive, problem-solving approach
  • A hunger to grow and progress within a high-performing sales team
  • High level of organization and ability to manage multiple leads at once

Nice to Have

  • Previous experience in a Sales Development or Business Development role
  • Demonstrated success in meeting or exceeding sales quotas

What’s On Offer

  • Competitive salary and performance-based incentives
  • Share Incentive Scheme—grow with the business
  • Generous vacation policy to recharge and reset
  • A hybrid working environment with flexibility and autonomy
  • Daily perks including unlimited coffee, drinks, and healthy snacks

Company Culture

At WatersEdge Solutions, we partner with innovative and values-driven organisations committed to shaping the future of work. This team lives by values like continuous improvement, collaboration across borders, and a relentless pursuit of excellence. You'll join a culture where impact matters more than input and where diverse perspectives are celebrated.

If you have not been contacted with in 10 workings days, please consider your application unsuccessful.



Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Advertising Services

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Sales Development Representative (SDR)

Western Cape, Western Cape Growth Troops

Posted 13 days ago

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Job Description

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Location: Remote (U.S. Time Zones | EST–PST)

Employment Type: Full-Time

About The Role

We’re seeking a motivated Sales Development Representative (SDR) to be the first line of contact for inbound leads. This role is focused on qualifying interest, creating strong first impressions, and accelerating prospects through the top of the funnel. As the bridge between marketing and sales, you'll engage prospects with clarity and confidence, uncover their needs, and set them up for success with our Account Executive team.

This is an ideal opportunity for someone who combines great communication skills with a structured, results-driven approach to inbound outreach.

Responsibilities

Lead Engagement & Qualification

  • Respond promptly and professionally to inbound inquiries via email, phone, and chat
  • Qualify leads using the BANT framework (Budget, Authority, Need, Timeline)
  • Maintain a high standard of customer experience across all interactions

Sales Enablement

  • Educate prospects on our offerings and align solutions to their needs
  • Handle objections with empathy and clarity
  • Route qualified leads or schedule meetings and demos for Account Executives

CRM & Reporting

  • Log all activity in the CRM (e.g., HubSpot, Salesforce) with precision and consistency
  • Ensure accurate pipeline visibility and maintain up-to-date lead records

Performance & Collaboration

  • Hit key KPIs related to conversion rate, response time, and volume
  • Partner closely with Sales Managers and AEs for handoff and pipeline coordination
  • Share feedback on common questions, objections, and messaging trends

Process Optimization

  • Leverage tools and automation to streamline daily tasks and boost productivity
  • Stay up to date on product changes and market developments

Minimum Qualifications

  • 2+ years in inbound sales, lead qualification, or customer support
  • Proven success working in fast-paced, high-volume sales environments
  • Strong communication skills—both verbal and written
  • CRM proficiency (e.g., Salesforce, HubSpot) and familiarity with sales tech tools
  • Ability to work independently in a remote setup
  • Availability to work standard business hours across U.S. time zones (EST–PST)

Preferred Qualifications

  • Experience in SaaS, B2B, or consultative sales environments
  • Familiarity with lead scoring models or automation platforms
  • Comfortable using call tracking and engagement tools

Make an impact from the first touchpoint. Help us turn interest into opportunity—apply now.

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Sales Development Representative (SDR)

Cape Town, Western Cape WatersEdge Solutions

Posted 25 days ago

Job Viewed

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Job Description

Location: Hybrid (Remote/In-Office in Cape Town)
Employment Type: Full-Time
Industry: SaaS | Global Workforce Solutions | HR Tech

WatersEdge Solutions is on the hunt for a driven and personable Sales Development Representative to join one of our fast-scaling global tech partners. This is a prime opportunity for someone eager to make a tangible impact in a high-growth environment while developing their B2B sales career in a supportive and dynamic team.

About the Role
As a Sales Development Representative, you’ll be the face of the Go-To-Market team, fuelling top-of-funnel growth by identifying and qualifying new business opportunities. You'll engage potential clients, uncover their challenges, and set the stage for successful sales conversations. If you love connecting with people, are highly motivated, and want to grow within a vibrant sales organisation—this role is for you.

Key Responsibilities

  • Represent the company’s solutions with a deep understanding of client needs

  • Conduct research and outreach to generate leads and build strong prospect pipelines

  • Engage and qualify inbound and outbound leads through calls and emails

  • Maintain accurate pipeline records and collaborate with Sales Executives to advance deals

  • Identify and share best practices to optimize lead generation strategies

  • Schedule and coordinate discovery meetings between prospects and the sales team

  • Deliver weekly and monthly performance updates to the Sales Manager

What You’ll Bring

  • Bachelor’s degree or 3+ years of relevant experience

  • Strong communication skills across phone, email, and virtual channels

  • Analytical mindset with a proactive, problem-solving approach

  • A hunger to grow and progress within a high-performing sales team

  • High level of organization and ability to manage multiple leads at once

Nice to Have

  • Previous experience in a Sales Development or Business Development role

  • Demonstrated success in meeting or exceeding sales quotas

What’s On Offer

  • Competitive salary and performance-based incentives

  • Share Incentive Scheme—grow with the business

  • Generous vacation policy to recharge and reset

  • A hybrid working environment with flexibility and autonomy

  • Daily perks including unlimited coffee, drinks, and healthy snacks

Company Culture
At WatersEdge Solutions, we partner with innovative and values-driven organisations committed to shaping the future of work. This team lives by values like continuous improvement, collaboration across borders, and a relentless pursuit of excellence. You'll join a culture where impact matters more than input and where diverse perspectives are celebrated.

If you have not been contacted with in 10 workings days, please consider your application unsuccessful.

This advertiser has chosen not to accept applicants from your region.

Sales development representative (sdr)

Western Cape, Western Cape Growth Troops

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Location: Remote (U. S. Time Zones | EST–PST)Employment Type: Full-TimeAbout The RoleWe’re seeking a motivated Sales Development Representative (SDR) to be the first line of contact for inbound leads. This role is focused on qualifying interest, creating strong first impressions, and accelerating prospects through the top of the funnel. As the bridge between marketing and sales, you'll engage prospects with clarity and confidence, uncover their needs, and set them up for success with our Account Executive team.This is an ideal opportunity for someone who combines great communication skills with a structured, results-driven approach to inbound outreach.ResponsibilitiesLead Engagement & QualificationRespond promptly and professionally to inbound inquiries via email, phone, and chat Qualify leads using the BANT framework (Budget, Authority, Need, Timeline) Maintain a high standard of customer experience across all interactions Sales EnablementEducate prospects on our offerings and align solutions to their needs Handle objections with empathy and clarity Route qualified leads or schedule meetings and demos for Account Executives CRM & ReportingLog all activity in the CRM (e.g., Hub Spot, Salesforce) with precision and consistency Ensure accurate pipeline visibility and maintain up-to-date lead records Performance & CollaborationHit key KPIs related to conversion rate, response time, and volume Partner closely with Sales Managers and AEs for handoff and pipeline coordination Share feedback on common questions, objections, and messaging trends Process OptimizationLeverage tools and automation to streamline daily tasks and boost productivity Stay up to date on product changes and market developments Minimum Qualifications2+ years in inbound sales, lead qualification, or customer support Proven success working in fast-paced, high-volume sales environments Strong communication skills—both verbal and written CRM proficiency (e.g., Salesforce, Hub Spot) and familiarity with sales tech tools Ability to work independently in a remote setup Availability to work standard business hours across U. S. time zones (EST–PST) Preferred QualificationsExperience in Saa S, B2 B, or consultative sales environments Familiarity with lead scoring models or automation platforms Comfortable using call tracking and engagement tools Make an impact from the first touchpoint. Help us turn interest into opportunity—apply now. #J-18808-Ljbffr
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Sdr - sales development representative

Cape Town, Western Cape The Legends Agency

Posted today

Job Viewed

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Job Description

permanent
About the job SDR - Sales Development Representative As a Sales Development Representative , youll play a key role in helping Jiffjaff's clients grow by booking qualified appointments with decision-makers in target industries. Key Responsibilities: Outbound prospecting via calls, Linked In, and email Booking qualified meetings and handing over to Account Executives Using CRM tools (Hub Spot/Salesforce) to manage leads and pipeline Achieving 20 qualified meetings per month Contributing directly to client revenue through quality lead generation Compensation & Commission: Uncapped Commission: The more you deliver, the more you earn! What to Prepare for the Interview: Examples of previous B2 B sales or lead generation success Your process for outreach: How do you structure emails, Linked In messages, or cold calls? Experience using CRMs and outbound sales tools Metrics: Appointments booked, targets met/exceeded, pipeline managed Communication skills how you build rapport and qualify prospects Enthusiasm for working with UK clients and growing in international Saa S or tech sales #J-18808-Ljbffr
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Sales development representative (sdr)

Western Cape, Western Cape ExecutivePlacements.com - The JOB Portal

Posted today

Job Viewed

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Job Description

permanent
Join to apply for the Sales Development Representative (SDR) role at Executive Placements.com - The JOB Portal 3 days ago Be among the first 25 applicants Join to apply for the Sales Development Representative (SDR) role at Executive Placements.com - The JOB Portal Get AI-powered advice on this job and more exclusive features. POSITION INFO: Recruiter:Waters Edge SolutionsJob Ref:51084118Date posted:Tuesday, July 1, 2025Location:Cape Town, South AfricaSUMMARY:POSITION INFO:Location: Hybrid (Remote/In-Office in Cape Town)Employment Type: Full-TimeIndustry: Saa S | Global Workforce Solutions | HR TechWaters Edge Solutions is on the hunt for a driven and personable Sales Development Representative to join one of our fast-scaling global tech partners. This is a prime opportunity for someone eager to make a tangible impact in a high-growth environment while developing their B2 B sales career in a supportive and dynamic team.About The RoleAs a Sales Development Representative, you’ll be the face of the Go-To-Market team, fuelling top-of-funnel growth by identifying and qualifying new business opportunities. You'll engage potential clients, uncover their challenges, and set the stage for successful sales conversations. If you love connecting with people, are highly motivated, and want to grow within a vibrant sales organisation—this role is for you.Key ResponsibilitiesRepresent the company’s solutions with a deep understanding of client needs Conduct research and outreach to generate leads and build strong prospect pipelines Engage and qualify inbound and outbound leads through calls and emails Maintain accurate pipeline records and collaborate with Sales Executives to advance deals Identify and share best practices to optimize lead generation strategies Schedule and coordinate discovery meetings between prospects and the sales team Deliver weekly and monthly performance updates to the Sales Manager What You’ll BringBachelor’s degree or 3+ years of relevant experience Strong communication skills across phone, email, and virtual channels Analytical mindset with a proactive, problem-solving approach A hunger to grow and progress within a high-performing sales team High level of organization and ability to manage multiple leads at once Nice to HavePrevious experience in a Sales Development or Business Development role Demonstrated success in meeting or exceeding sales quotas What’s On OfferCompetitive salary and performance-based incentives Share Incentive Scheme—grow with the business Generous vacation policy to recharge and reset A hybrid working environment with flexibility and autonomy Daily perks including unlimited coffee, drinks, and healthy snacks Company CultureAt Waters Edge Solutions, we partner with innovative and values-driven organisations committed to shaping the future of work. This team lives by values like continuous improvement, collaboration across borders, and a relentless pursuit of excellence. You'll join a culture where impact matters more than input and where diverse perspectives are celebrated.If you have not been contacted with in 10 workings days, please consider your application unsuccessful. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Sales and Business Development Industries Advertising Services Referrals increase your chances of interviewing at Executive Placements.com - The JOB Portal by 2x Sign in to set job alerts for “Sales Development Representative” roles. Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 1 week ago Medical Sales Representative - Cape Town Region Cape Town, Western Cape, South Africa 9 hours ago Cape Town, Western Cape, South Africa 2 days ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 3 weeks ago Sales Rep (Internal) - Timber City Montague Gardens Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 3 weeks ago Cape Town, Western Cape, South Africa 1 week ago Pinelands, Western Cape, South Africa 8 hours ago Bellville, Western Cape, South Africa 10 months ago Cape Town, Western Cape, South Africa 8 months ago Cape Town, Western Cape, South Africa 1 month ago Southern Suburbs, Western Cape, South Africa 8 months ago Cape Town, Western Cape, South Africa 1 month ago Parow, Western Cape, South Africa 2 months ago Cape Town, Western Cape, South Africa 1 week ago Mitchells Plain, Western Cape, South Africa 1 month ago Cape Town, Western Cape, South Africa $800.00-$,000.00 1 month ago Cape Town, Western Cape, South Africa 800.00- 1,000.00 2 months ago Southern Suburbs, Western Cape, South Africa 2 months ago Southern Suburbs, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 month ago City of Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 1 month ago Cape Town, Western Cape, South Africa 6 days ago Bellville, Western Cape, South Africa 10 months ago Sales Rep (External) - BUCO Cape Town (City) Cape Town, Western Cape, South Africa 6 days ago Cape Town, Western Cape, South Africa 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Sales Development Representative (SDR)

TechBiz Global GmbH

Posted today

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Job Description

At TechBiz Global, we are providing recruitment service to our TOP clients from our portfolio. We are currently seeking a Sales Development Representative (SDR) to join one of our clients ' teams. If you're looking for an exciting opportunity to grow in a innovative environment, this could be the perfect fit for you.

Key expectations:

  • Reach out to clients’ prospects on their behalf via personalized outreach methodologies and techniques using email and LinkedIn.

  • Identify potential clients in the startup ecosystem, product companies, and businesses needing custom software solutions.

  • Proactive attitude towards new campaign ideas.

    Responsibilities :

  • Develop and execute a strategic lead generation plan involving a custom approach to prospects.

  • Write B2B messaging for custom outreach campaigns sent via email and LinkedIn.

  • Schedule semi-automated, semi-manual email send-outs.

  • Handle responses: work with objections, schedule appointments, and follow up with prospects.

  • Build long-term, trusting relationships with prospects.

  • Proactively seek new business opportunities in the market.

  • Set up meetings or calls between (prospective) clients and the Business Development Manager.

  • Report weekly sales metrics and performance goals to the sales team and management.

  • Use automation tools (Snov.io, MixMax, etc.) to launch massive outreach campaigns

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Sales Development Representative (SDR) | Onboarding Sales Agent

Cape Town, Western Cape Complyxpert (PTY) Ltd

Posted 13 days ago

Job Viewed

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Job Description

4 weeks ago Be among the first 25 applicants

JOB SUMMARY:

JOB SUMMARY:

We are a leading CFD trading company, providing top-tier trading solutions to clients worldwide. Our mission is to empower traders with cutting-edge technology, education, and market access.

As a Sales Development Representative (SDR) , you will play a crucial role in our sales team by identifying, engaging, and converting potential clients into active traders. You will be the first point of contact for individuals interested in our trading services, providing them with essential information about our platform, trading opportunities, and the advantages of CFD trading.

Your responsibilities will include reaching out to warm leads, educating clients on account setup, and assisting them through the registration and funding process. You will be expected to build strong relationships with clients, address their concerns, and ensure they have a seamless onboarding experience. Additionally, you will collaborate closely with the sales and support teams to enhance conversion rates and maintain a high level of customer satisfaction.

This role is ideal for individuals who are proactive, target-driven, and passionate about financial markets. If you thrive in a fast-paced environment and have strong communication skills, this is a great opportunity to grow within the trading industry.

Requirements

Key Duties and Responsibilities, including but not limited to:

  • Customer Communication: communicate with customers clearly, empathically and professionally in a friendly manner by guiding potential new customers through the company' onboarding process addressing any questions or concerns they may have with regards to our trading platform by effectively listening and understanding their needs providing appropriate solutions in order to obtain a sign up
  • Customer Onboarding: authenticate the customer by accurately obtaining their personal information to establish if they are eligible to trade on our platform as per the FSCA guidelines and procedures, setting up accounts by explaining the steps and necessary guidelines to trade on our platform effectively, mitigating all possible risk
  • Customer Success: to ensure that customers sign up on the first call by securing a FTD (first time deposit) and ensuring that the successful integration of new customers is done by helping customers achieve their desired outcomes from out platform focusing on customer success which will foster long-term trading satisfaction and loyalty
  • Product Knowledge: knowledge of the company' trading platform which will enable you to demonstrate the value and features of offerings to customers during the onboarding process
  • Collaboration: collaborate with internal teams to address issues or factors that may impact customers decisions to ensure a cohesive approach to customer retention, maximising on opportunities and the company' revenue growth
  • Sales Performance: meet and exceed daily, weekly and monthly first-time deposits (FTD)
  • Dialler Activity: Achieve and maintain daily required total calls and talk time
  • Customer Feedback: gather accurate feedback from customers to provide a valuable onboarding process by providing a clear and concise report to the success management team to ensure that they can give the best trading opportunities, customer and the company experience to our customers
  • Trading Market Knowledge: stay up to date with trading trends, platforms, business news and market dynamics and utilize this knowledge to develop onboarding strategies for overall customer satisfaction
  • Problem Solving: assist customers with any onboarding issues, escalating problems to your team leader where necessary and collaborating with team members to resolve customer concerns promptly
  • Training and Development: attend inhouse training and development opportunities to help understand our services to fully utilize our platform ensuring that customers utilize the offers and get the most value out of it
  • Risk Management: follow the company' process of identifying, evaluating, risk identification, measurement, assessment, governance, best practice, reporting and mitigating business and customer risks
  • Reporting and Analysis: Maintain and keep accurate records and reports of customer interactions, onboarding documentation, tracking metrics and need analysis by preparing and submitting reports

QUALIFICATIONS AND SKILLS:

  • Matric or equivalent
  • 2 years + proven experience in a high performing sale, finance, or call centre environment
  • 1-year online trading experience with be advantageous
  • RE5 and Class of Business (Investments & Short/ Long Term Deposits) will be advantageous (would need to be obtained within first 3 months of employment)
  • Strong interpersonal and communication skills with the ability to build rapport and trust with customers
  • Persuasive and adept at negotiating techniques
  • Effective listening skills
  • Results orientated, driven and able to consistently meet and exceed targets
  • Excellent problem-solving skills and business critical thinking abilities
  • Risk Mitigation
  • Time Management
  • Knowledge of trading platforms, sales tracking and CRM software
  • Ability to work in a fast-paced high performing team and environment
  • Ability to adapt to a dynamic growing environment
  • Ability to demonstrate resilience
  • Accurate reporting and attention to detail
  • Strong organizational skills and attention to detail

Benefits

Medical Aid with Discovery (100% contribution)

Gap Cover with Turnberry (100% contribution)

Group Risk Benefits (100% contribution)

Breakfast, lunch and snack

On - site barista

On - site parking

Refreshments

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries IT Services and IT Consulting

Referrals increase your chances of interviewing at Complyxpert (PTY) Ltd by 2x

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Sales development representative (sdr) | onboarding sales agent

Cape Town, Western Cape Complyxpert

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Job Description

permanent
4 weeks ago Be among the first 25 applicants JOB SUMMARY: JOB SUMMARY: We are a leading CFD trading company, providing top-tier trading solutions to clients worldwide. Our mission is to empower traders with cutting-edge technology, education, and market access.As a Sales Development Representative (SDR) , you will play a crucial role in our sales team by identifying, engaging, and converting potential clients into active traders. You will be the first point of contact for individuals interested in our trading services, providing them with essential information about our platform, trading opportunities, and the advantages of CFD trading.Your responsibilities will include reaching out to warm leads, educating clients on account setup, and assisting them through the registration and funding process. You will be expected to build strong relationships with clients, address their concerns, and ensure they have a seamless onboarding experience. Additionally, you will collaborate closely with the sales and support teams to enhance conversion rates and maintain a high level of customer satisfaction.This role is ideal for individuals who are proactive, target-driven, and passionate about financial markets. If you thrive in a fast-paced environment and have strong communication skills, this is a great opportunity to grow within the trading industry.RequirementsKey Duties and Responsibilities, including but not limited to: Customer Communication: communicate with customers clearly, empathically and professionally in a friendly manner by guiding potential new customers through the company' onboarding process addressing any questions or concerns they may have with regards to our trading platform by effectively listening and understanding their needs providing appropriate solutions in order to obtain a sign up Customer Onboarding: authenticate the customer by accurately obtaining their personal information to establish if they are eligible to trade on our platform as per the FSCA guidelines and procedures, setting up accounts by explaining the steps and necessary guidelines to trade on our platform effectively, mitigating all possible risk Customer Success: to ensure that customers sign up on the first call by securing a FTD (first time deposit) and ensuring that the successful integration of new customers is done by helping customers achieve their desired outcomes from out platform focusing on customer success which will foster long-term trading satisfaction and loyalty Product Knowledge: knowledge of the company' trading platform which will enable you to demonstrate the value and features of offerings to customers during the onboarding process Collaboration: collaborate with internal teams to address issues or factors that may impact customers decisions to ensure a cohesive approach to customer retention, maximising on opportunities and the company' revenue growth Sales Performance: meet and exceed daily, weekly and monthly first-time deposits (FTD) Dialler Activity: Achieve and maintain daily required total calls and talk time Customer Feedback: gather accurate feedback from customers to provide a valuable onboarding process by providing a clear and concise report to the success management team to ensure that they can give the best trading opportunities, customer and the company experience to our customers Trading Market Knowledge: stay up to date with trading trends, platforms, business news and market dynamics and utilize this knowledge to develop onboarding strategies for overall customer satisfaction Problem Solving: assist customers with any onboarding issues, escalating problems to your team leader where necessary and collaborating with team members to resolve customer concerns promptly Training and Development: attend inhouse training and development opportunities to help understand our services to fully utilize our platform ensuring that customers utilize the offers and get the most value out of it Risk Management: follow the company' process of identifying, evaluating, risk identification, measurement, assessment, governance, best practice, reporting and mitigating business and customer risks Reporting and Analysis: Maintain and keep accurate records and reports of customer interactions, onboarding documentation, tracking metrics and need analysis by preparing and submitting reports QUALIFICATIONS AND SKILLS: Matric or equivalent 2 years + proven experience in a high performing sale, finance, or call centre environment 1-year online trading experience with be advantageous RE5 and Class of Business (Investments & Short/ Long Term Deposits) will be advantageous (would need to be obtained within first 3 months of employment) Strong interpersonal and communication skills with the ability to build rapport and trust with customers Persuasive and adept at negotiating techniques Effective listening skills Results orientated, driven and able to consistently meet and exceed targets Excellent problem-solving skills and business critical thinking abilities Risk Mitigation Time Management Knowledge of trading platforms, sales tracking and CRM software Ability to work in a fast-paced high performing team and environment Ability to adapt to a dynamic growing environment Ability to demonstrate resilience Accurate reporting and attention to detail Strong organizational skills and attention to detail BenefitsMedical Aid with Discovery (100% contribution)Gap Cover with Turnberry (100% contribution)Group Risk Benefits (100% contribution)Breakfast, lunch and snackOn - site baristaOn - site parkingRefreshments Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Complyxpert (PTY) Ltd by 2x Sign in to set job alerts for “Sales Development Representative” roles. 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