
Sales Development Representative – Tax & Accounting SaaS
Posted Aug 29

Posted Aug 29
This is a fully remote position, open to applicants in United Kingdom.
• 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.
• 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.
• 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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