Sales Development Representative

Job Summary

Driven and ambitious, the full-time Sales Development Representative will manage outbound prospecting efforts to generate high-quality meetings with accounting firms and tax professionals, while qualifying inbound leads and collaborating closely with Account Executives in a remote setting.

Key responsibilities

• Build a qualified pipeline for the AE team through outbound prospecting via phone and email
• Run effective outbound outreach, showcasing creativity and sales instincts
• Qualify inbound leads to understand fit and route opportunities to the appropriate AEs

Required qualifications

• 1-2 years of experience as an SDR, BDR, or in outbound sales, preferably in SaaS or technology
• Proven track record of meeting or exceeding sales quotas
• Strong sales and prospecting instincts with the ability to identify suitable accounts and messaging
• Growth mindset and high ownership, with comfort in handling the volume and rejection of outbound sales
• Organized and disciplined approach to managing pipeline and CRM hygiene