Sales Development Representative

Tax.com•Plano, TX

4d•Hybrid

About The Position

Tax.com is seeking motivated Sales Development Representatives (SDRs) who are eager to contribute to our sales efforts by identifying and connecting with potential clients. Your role will be pivotal in driving our sales pipeline by researching and engaging with financial professionals such as CFOs and accountants. If you thrive in a dynamic environment and have a passion for sales, we want you on our team. 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.

Requirements

A bachelor’s degree or equivalent experience.
Previous exposure to sales or business development roles, ideally within 6-12 months.
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.

Nice To Haves

Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous.
Valid driver’s license preferred.

Responsibilities

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.