Sales Development Representative

Ryan • Plano, TX

11d • Hybrid

About The Position

Tax.com is seeking motivated Sales Development Representatives (SDRs) to contribute to sales efforts by identifying and connecting with potential clients. The role supports the sales pipeline by researching and engaging financial professionals, such as CFOs and accountants. The SDR works with marketing, sales, and other cross-functional teams to develop outreach strategies, engage prospects, and improve conversion rates. This is a hybrid role in a standard indoor working environment.

Requirements

• A bachelor’s degree or equivalent experience.
• Previous exposure to sales or business development roles, ideally within 6–12 months.
• Strong written and verbal communication skills, with the ability to engage and persuade.
• Excellent organizational abilities and effective time management in a fast-paced environment.
• A driven, goal-oriented mindset and 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 such as Salesforce, Outreach, and LinkedIn Sales Navigator.
• 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 and position Tax.com as a valuable solution.
• Follow up on inbound and outbound leads and prospect for new opportunities.
• Engage with prospects through calls and emails and set up meetings for Account Executives.
• Maintain accurate records of interactions and lead status in Salesforce to support handoffs and follow-ups.
• Work with cross-functional teams to refine outreach strategies and improve conversion rates.

Benefits

• Generous personal time off (PTO).
• 14 weeks of 100% paid leave for new parents, including adoption.
• Monthly gym membership or gym equipment reimbursement.
• Benefits eligibility effective day one.
• 401(k) with employer match.
• Tuition reimbursement after one year of service.
• Fertility assistance program.
• Four-week company-paid sabbatical eligibility after five years of service.
• Hybrid work options.
• Award-winning culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level