Payments & Funding Consultant

This role centres on building and growing funding and payment solutions for business clients, in a fast-paced, sales-driven environment within the banking and fintech space.

ABOUT THE ROLE

• You’ll be out in the field, managing your own schedule and driving revenue through strong client relationships and disciplined sales activity. Day to day, you’ll:
• Focus your activity on achieving set sales targets and KPIs
• Plan and organise your daily work schedule to visit existing and potential clients
• Open new accounts and build a healthy pipeline through consistent prospecting
• Maintain and grow existing accounts, staying in regular contact and nurturing referrals
• Compile and submit deals with all required documentation, aligned to internal standards
• Follow underwriting, compliance and risk procedures at all times
• Keep management updated through CRM feedback and regular activity reports
• Monitor your appointment volumes and conversion ratios against agreed expectations
• Track application volumes and ensure they support your sales goals
• Gather and share marketplace information on competitors, pricing and new products
• Investigate customer issues and suggest practical solutions to resolve complaints
• Keep your product and technical knowledge current through ongoing learning
• Support the broader team where needed, including ad hoc reporting, mystery shops, trade shows and workshops

WHAT YOU’LL NEED

• To do well in this role, you’ll need solid sales experience and a hands-on, organised approach:
• 5+ years sales experience, with at least 3 years in field sales
• Matric / Grade 12
• Valid driver’s licence and reliable vehicle
• Strong product knowledge in financial or funding solutions
• Confident presentation skills
• Proven ability to build and retain quality client relationships
• Effective prospecting skills and a structured approach to finding new business
• Demonstrated ability to close deals and meet or exceed sales targets

NICE TO HAVE

These will help you stand out, especially in a banking and fintech-focused environment:

1. Merchant Cash Advance (MCA) product knowledge
2. Direct MCA sales experience

WHY JOIN US

• You’ll be working in a modern banking and fintech context, where funding and payment solutions are evolving quickly and client expectations are high. The environment is:
• Fast-paced and sales-focused, with clear targets and measurable KPIs
• Client-facing and relationship-driven, with real autonomy in how you manage your diary
• Connected to wider industry activity, from trade shows to workshops and market research
• If this sounds like the kind of sales and client-focused role you work well in, submit your CV to apply.