Sales Development Representative

Duties and responsibilities, as they align to Tax.com's Key Results

• Research and identify key contacts within accounts, collaborating with marketing and sales teams to create effective outreach strategies.
• Initiate conversations with financial professionals to understand their needs and challenges, positioning Tax.com as a valuable solution.
• Proactively follow up on inbound/outbound leads and strategically prospect new opportunities.
• Engage with prospects through calls and emails, consistently setting up meetings for Account Executives.
• Maintain accurate records of interactions and lead status in Salesforce to ensure smooth handoffs and follow-ups.
• Work closely with cross-functional teams to refine outreach strategies and improve conversion rates.

Education and Experience

• A bachelor's degree or equivalent experience.
• Previous exposure to sales or business development roles, ideally within 6-12 months.
• Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous.
• Strong communication skills, both written and verbal, with the ability to engage and persuade.
• Excellent organizational abilities and a talent for managing time effectively in a fast-paced environment.
• A driven and goal-oriented mindset, with a passion for achieving and exceeding targets.
• Willingness to learn, adapt, and contribute to a collaborative team environment.

Certificates and Licenses

• Valid driver's license preferred.

Supervisory Responsibilities

• This job requires no supervisory responsibilities.

Work Environment

• Standard indoor working environment.
• Long periods of time sitting while working at a computer.
• Regular contact with co-workers via online tools or in person.
• Hybrid work.

Equal Opportunity Employer: disability/veteran