Sales Development Representative – Tax & Accounting SaaS

Posted Aug 29

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

📋 Description

• Make approximately 50 focused outbound calls daily.

• Engage and connect with decision-makers at tax and accounting firms across the United States.

• Aim to generate around 10 qualified outbound opportunities each month.

• Conduct research on target accounts to identify key decision-makers and assess their business requirements.

• Articulate the benefits of SaaS, software, data, and professional information solutions.

• Establish credibility with prospects by demonstrating a solid understanding of the tax and accounting landscape.

• Qualify leads and pinpoint authentic sales opportunities for the broader sales team.

• Ensure accurate documentation of prospect and opportunity data within Salesforce.

• Adhere to established outbound procedures, messaging strategies, and sales methodologies.

• Refine messaging based on feedback from prospects and responses from the market.

• Consistently meet defined activity and opportunity-generation goals.

• Collaborate effectively with the larger sales team to enhance outbound performance.


⛳️ Requirements

• Based in the UK and available to work consistently during US business hours/time zones.

• Relevant experience or knowledge in tax and/or accounting.

• Prior experience in B2B sales, business development, SDR roles, or outbound sales.

• Experience in selling or prospecting SaaS, software, data, professional information, or technology solutions.

• Proven track record of engaging business decision-makers through outbound efforts.

• Comfortable making around 50 outbound calls on a daily basis.

• Demonstrated ability to generate qualified sales opportunities via outbound prospecting.

• Familiarity with the tax and accounting sector, either through selling to or engaging with it.

• Proficient in using a CRM system, preferably Salesforce.

• Capable of working within established sales processes and methodologies.

• Possess strong commercial communication and qualification abilities.

• Exhibit a coachable, friendly, curious, and determined attitude.

• Nice to have: Experience selling technology or SaaS solutions specifically to tax, accounting, CPA, bookkeeping, or related professional firms.

• Nice to have: Experience in selling data, professional information, or subscription-based software.

• Nice to have: Experience selling into the US market.

• Nice to have: Familiarity with structured outbound sequences or account-based prospecting.

• Nice to have: Experience managing opportunities through longer or more consultative B2B sales processes.

• Nice to have: Previous experience in a highly structured or outsourced SDR environment.


🏝️ Benefits

• Fully remote position with flexible working hours.

• Opportunity to work with high-growth international companies.

• Clear career advancement pathways to Account Executive and beyond.

• Performance-based bonuses and incentives available.

• Direct hire opportunities with global clients (not outsourced).

• Continuous training, mentorship, and sales development support provided.

• Competitive compensation for contractors.

• £200 incentive upon achieving targets.

• £500 incentive for exceeding performance against targets.

• Additional performance-based incentives may also be available.

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