Sales Development Representative – SDR

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of outbound prospecting via phone and email to secure qualified meetings with accounting firms, tax professionals, and tax advisors.

• Conduct account research, make calls, and schedule qualified meetings that drive revenue growth.

• Execute creative and human-centric outbound outreach strategies.

• Assess inbound demo requests, gauge fit, identify pain points, and direct opportunities to the appropriate Account Executives.

• Achieve and surpass weekly and monthly goals for meetings, pipeline, and overall activity.

• Keep CRM records organized, ensure timely follow-ups, and provide accurate forecasts.

• Collaborate with Account Executives through warm handoffs, follow-ups after meetings, and feedback mechanisms.

• Share insights gathered from prospects with sales, marketing, and product teams.

• Work towards an Account Executive position by consistently achieving performance and revenue benchmarks.

⛳️ Requirements

• 1–2 years of experience as an SDR, BDR, or in outbound sales, preferably within the SaaS or technology sectors.

• Demonstrated ability to meet and exceed pipeline, meeting, or activity quotas.

• Exceptional written and verbal communication skills.

• Strong instincts for sales and prospecting.

• A growth-oriented mindset, high ownership, and the ability to handle the volume and rejection inherent in outbound sales.

• Open to coaching and self-aware; proactively seeks feedback and applies it effectively.

• Highly organized and disciplined in managing pipeline, follow-ups, and CRM maintenance.

• Driven by a long-term career in sales with a clear motivation to transition into an Account Executive role.

• Experience selling to accounting firms, tax professionals, CPAs, or teams in financial services is a plus.

• Enthusiasm for AI technology is an additional advantage.

• Familiarity with tax software platforms such as CCH, Thomson Reuters, or TaxPrep is a bonus.

• A background in accounting, tax, or finance is also beneficial.

• Previous experience as an SDR in early-stage or founding environments at a high-growth startup is a plus.

• Comfort with modern outbound tools and AI-assisted workflows is a nice-to-have.

🏝️ Benefits

• 5% commission on all sourced revenue — with no cap.

• Comprehensive medical, dental, and vision benefits.

• Flexibility to work from anywhere within North America.

• Direct access to leadership, product strategy, and company growth initiatives.

• Availability of top-tier sales training, AI tools, and development resources, including a $350 credit.

• A clear, KPI-focused pathway for promotion to an Account Executive role.

• A high-trust, high-output team environment with rapid feedback loops, real ownership, and collaborative efforts across functions.