Lead Generation Representative

About the Role

The Lead Generation Representative position is an entry-level sales opportunity aimed at developing fundamental sales skills while supporting Xe's Corporate Sales team. The role concentrates on creating initial demand and introducing prospective corporate clients to Xe’s foreign exchange (FX) and international payment solutions.

Structured training programs, continual mentorship, and clear career progression paths are provided. Utilizing various platforms to efficiently manage pipeline expansion and outbound communications, you will be empowered to identify new potential clients. The role also offers insight into global currency exposure management, demonstrating the value of our products, and fostering essential sales acumen for success in a dynamic corporate setting.

Responsibilities

• Perform outbound prospecting through telephone, email, and digital channels.
• Serve as the initial contact point for prospective corporate clients.
• Carry out basic qualification processes to verify client suitability.
• Develop foundational understanding of FX and international payments.
• Collaborate with senior Sales Development Representatives, Business Development Managers, and marketing teams to advance sales opportunities.

Qualifications and Skills Required

• Excellent communication capabilities coupled with a proactive attitude.
• Ability to accept coaching and a strong desire for learning.
• Interest in sales, financial services, or broader commercial careers.
• Effective organizational skills and proficient time management.

Performance Metrics

• Consistent and quality outbound activities.
• Successful scheduling of accepted meetings.
• Advancement in discovery techniques and qualification proficiency.

Career Development Path

The role primarily serves as a stepping stone toward SDR 2 – Sales Development Representative, providing increased responsibility for opportunity qualification and pipeline quality enhancement.

Xe’s Sales Career Progression Ladder:

• SDR 1 - Lead Generation Representative: Focus on outreach and activity; learning sales fundamentals, building confidence, executing high-quality tasks.
• SDR 2 - Sales Development Representative: Ownership of funnel quality, structured discovery, and sustained pipeline creation.
• SDR 3 - Associate Business Development Executive: Strategic qualification, engagement with senior stakeholders, and FX risk context knowledge.
• BDM 1 - Business Development Executive: Complete sales cycle ownership, converting opportunities into revenue.
• BDM 2 - Business Development Manager: Managing larger deals, credit and hedging complexity, mentoring colleagues.
• BDM 3 - Senior Business Development Manager: Leadership in growth strategy, high-value client handling, revenue oversight, coaching and go-to-market influence.

About Xe

Xe is a global frontrunner in currency exchange and international payment services, renowned for supporting worldwide businesses with advanced currency technology, market insights, and seamless transaction capabilities. Their offerings include the popular Currency Converter, real-time Market Analysis, enterprise-grade Currency Data API, and secure money transfer solutions. Serving over 300 million users annually and facilitating hundreds of thousands of international money transfers, Xe is growing rapidly and investing heavily in cultivating the next generation of financial service professionals. This opportunity is ideal for motivated, inquisitive individuals eager to kickstart and accelerate their career in financial services.