SME Funding Sales Consultant

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 evid