Experienced Remote B2B Sales Development Representative -- 2
Budget: $15 – $25 AUD
Remote Appointment Setter | Lead Generation | Cold Calling Specialist | Sales Development Representative (SDR) | BDR
*Remote | Ongoing Role | Financial Services | Australia, New Zealand, Singapore & Hong Kong*
About Us
We are an independent Treasury & Foreign Exchange (FX) advisory firm helping corporate businesses reduce foreign exchange costs, improve hedging outcomes and gain access to better pricing and credit facilities through a global network of banking and non-bank providers.
Unlike traditional banks or individual FX providers, we work independently on behalf of our clients, providing treasury advice, foreign exchange risk management and access to multiple global providers.
Our clients include importers, exporters, manufacturers, mining companies, agriculture businesses, logistics companies, commodity traders, private equity firms and other internationally trading businesses.
About the Role
We are looking for an experienced **Sales Development Representative (SDR) / Appointment Setter** who is confident making high-volume outbound calls and speaking with senior decision-makers.
This is **not** a scripted call centre role.
You'll be responsible for identifying qualified businesses, conducting discovery conversations and booking meetings for our Directors with companies that fit our Ideal Customer Profile.
You will work directly inside HubSpot CRM using premium sales intelligence platforms including Apollo, ZoomInfo, Firmable and LinkedIn Sales Navigator.
---
# Responsibilities
* Cold call prospective B2B corporate clients
* Generate new sales opportunities
* Book qualified appointments for senior advisers
* Conduct discovery conversations
* Identify current FX providers
* Understand customer pain points
* Qualify businesses against our Ideal Customer Profile
* Maintain accurate records in HubSpot CRM
* Manage follow-up campaigns via phone, email and LinkedIn
* Handle objections professionally
* Build long-term relationships with senior executives
---
# Our Ideal Clients
You'll primarily engage companies that:
* Have annual foreign exchange turnover exceeding **AUD $10 million**
* Import or export goods or services
* Make regular international payments
* Have foreign currency exposure
* Currently use banks or specialist FX providers
* Would benefit from improved pricing, hedging solutions or treasury advice
Typical industries include:
* Manufacturing
* Mining & Resources
* Commodity Trading
* Importers & Exporters
* Agriculture
* Food & Beverage
* Forestry & Timber
* Logistics & Supply Chain
* Metals Recycling
* Pharmaceuticals
* Industrial & Engineering
* Retail
* Private Equity
* Family Offices
* Fund Managers
---
# Daily KPIs
* Minimum **100 outbound calls**
* 20+ personalised email touchpoints
* LinkedIn outreach
* Update HubSpot CRM after every interaction
* Maintain high-quality prospect data
* Follow structured follow-up sequences
---
# Monthly KPIs
* Minimum **20 qualified meetings booked**
* Maintain strong pipeline hygiene
* Consistently meet activity targets
* Deliver high-quality opportunities that convert into sales
**Quality is more important than quantity.**
# What Makes a Qualified Meeting?
Before booking a meeting you should establish:
* Estimated annual FX turnover
* Current FX provider(s)
* Whether they currently hedge
* Products currently used (Spot, Forwards, Options etc.)
* Current challenges or frustrations
* Interest in reviewing their FX arrangements
* Meeting booked directly with the decision-maker
Decision-makers include:
* CFO
* Finance Director
* Treasury Manager
* Financial Controller
* CEO
* Managing Director
* Business Owner
---
# Essential Experience
* B2B outbound sales
* Cold calling
* Appointment setting
* Lead generation
* HubSpot CRM
* Sales pipeline management
* Email outreach
* LinkedIn prospecting
# Highly Desirable
Experience selling:
* Financial Services
* Treasury
* Foreign Exchange (FX)
* Banking
* FinTech
* Payments
* Trade Finance
* Professional Services
* Enterprise Software (SaaS)
Experience engaging with CFOs, Finance Directors and Business Owners is highly regarded.
# Systems You'll Use
* HubSpot CRM
* Apollo
* ZoomInfo
* Firmable
* LinkedIn Sales Navigator
* Microsoft 365
* Microsoft Teams
---
# About You
You are:
* Highly motivated
* Professional and articulate
* Confident speaking with senior executives
* Resilient
* Organised
* Results-driven
* Able to work independently
* Comfortable working to KPIs
**Mandarin/Cantonese speaking is highly regarded but not essential.**
---
# Working Hours
* Fully remote
* 20–30 hours per week initially
* Opportunity to move to full-time
* Ongoing engagement
* Must overlap with Australia, Singapore or Hong Kong business hours
---
# What We Provide
* Premium sales technology stack
* HubSpot CRM
* Apollo
* ZoomInfo
* Firmable
* LinkedIn Sales Navigator
* Qualified prospect lists
* Sales playbooks
* Industry-specific marketing collateral
* Weekly coaching and mentoring
* Ongoing training
* Long-term career opportunity with a growing international financial services business
---
# How to Apply
Please include:
* A brief summary of your B2B sales experience.
* Your experience with cold calling and appointment setting.
* Industries you've sold into.
* Your experience using HubSpot or other CRMs.
* The average number of outbound calls you make each day.
* The average number of qualified meetings you book each month.
* A short voice recording introducing yourself.
* Your hourly rate.
* Your availability and time zone.
**Applicants with a proven track record in corporate appointment setting and booking meetings with senior decision-makers will be given priority.**
*Remote | Ongoing Role | Financial Services | Australia, New Zealand, Singapore & Hong Kong*
About Us
We are an independent Treasury & Foreign Exchange (FX) advisory firm helping corporate businesses reduce foreign exchange costs, improve hedging outcomes and gain access to better pricing and credit facilities through a global network of banking and non-bank providers.
Unlike traditional banks or individual FX providers, we work independently on behalf of our clients, providing treasury advice, foreign exchange risk management and access to multiple global providers.
Our clients include importers, exporters, manufacturers, mining companies, agriculture businesses, logistics companies, commodity traders, private equity firms and other internationally trading businesses.
About the Role
We are looking for an experienced **Sales Development Representative (SDR) / Appointment Setter** who is confident making high-volume outbound calls and speaking with senior decision-makers.
This is **not** a scripted call centre role.
You'll be responsible for identifying qualified businesses, conducting discovery conversations and booking meetings for our Directors with companies that fit our Ideal Customer Profile.
You will work directly inside HubSpot CRM using premium sales intelligence platforms including Apollo, ZoomInfo, Firmable and LinkedIn Sales Navigator.
---
# Responsibilities
* Cold call prospective B2B corporate clients
* Generate new sales opportunities
* Book qualified appointments for senior advisers
* Conduct discovery conversations
* Identify current FX providers
* Understand customer pain points
* Qualify businesses against our Ideal Customer Profile
* Maintain accurate records in HubSpot CRM
* Manage follow-up campaigns via phone, email and LinkedIn
* Handle objections professionally
* Build long-term relationships with senior executives
---
# Our Ideal Clients
You'll primarily engage companies that:
* Have annual foreign exchange turnover exceeding **AUD $10 million**
* Import or export goods or services
* Make regular international payments
* Have foreign currency exposure
* Currently use banks or specialist FX providers
* Would benefit from improved pricing, hedging solutions or treasury advice
Typical industries include:
* Manufacturing
* Mining & Resources
* Commodity Trading
* Importers & Exporters
* Agriculture
* Food & Beverage
* Forestry & Timber
* Logistics & Supply Chain
* Metals Recycling
* Pharmaceuticals
* Industrial & Engineering
* Retail
* Private Equity
* Family Offices
* Fund Managers
---
# Daily KPIs
* Minimum **100 outbound calls**
* 20+ personalised email touchpoints
* LinkedIn outreach
* Update HubSpot CRM after every interaction
* Maintain high-quality prospect data
* Follow structured follow-up sequences
---
# Monthly KPIs
* Minimum **20 qualified meetings booked**
* Maintain strong pipeline hygiene
* Consistently meet activity targets
* Deliver high-quality opportunities that convert into sales
**Quality is more important than quantity.**
# What Makes a Qualified Meeting?
Before booking a meeting you should establish:
* Estimated annual FX turnover
* Current FX provider(s)
* Whether they currently hedge
* Products currently used (Spot, Forwards, Options etc.)
* Current challenges or frustrations
* Interest in reviewing their FX arrangements
* Meeting booked directly with the decision-maker
Decision-makers include:
* CFO
* Finance Director
* Treasury Manager
* Financial Controller
* CEO
* Managing Director
* Business Owner
---
# Essential Experience
* B2B outbound sales
* Cold calling
* Appointment setting
* Lead generation
* HubSpot CRM
* Sales pipeline management
* Email outreach
* LinkedIn prospecting
# Highly Desirable
Experience selling:
* Financial Services
* Treasury
* Foreign Exchange (FX)
* Banking
* FinTech
* Payments
* Trade Finance
* Professional Services
* Enterprise Software (SaaS)
Experience engaging with CFOs, Finance Directors and Business Owners is highly regarded.
# Systems You'll Use
* HubSpot CRM
* Apollo
* ZoomInfo
* Firmable
* LinkedIn Sales Navigator
* Microsoft 365
* Microsoft Teams
---
# About You
You are:
* Highly motivated
* Professional and articulate
* Confident speaking with senior executives
* Resilient
* Organised
* Results-driven
* Able to work independently
* Comfortable working to KPIs
**Mandarin/Cantonese speaking is highly regarded but not essential.**
---
# Working Hours
* Fully remote
* 20–30 hours per week initially
* Opportunity to move to full-time
* Ongoing engagement
* Must overlap with Australia, Singapore or Hong Kong business hours
---
# What We Provide
* Premium sales technology stack
* HubSpot CRM
* Apollo
* ZoomInfo
* Firmable
* LinkedIn Sales Navigator
* Qualified prospect lists
* Sales playbooks
* Industry-specific marketing collateral
* Weekly coaching and mentoring
* Ongoing training
* Long-term career opportunity with a growing international financial services business
---
# How to Apply
Please include:
* A brief summary of your B2B sales experience.
* Your experience with cold calling and appointment setting.
* Industries you've sold into.
* Your experience using HubSpot or other CRMs.
* The average number of outbound calls you make each day.
* The average number of qualified meetings you book each month.
* A short voice recording introducing yourself.
* Your hourly rate.
* Your availability and time zone.
**Applicants with a proven track record in corporate appointment setting and booking meetings with senior decision-makers will be given priority.**