Sales Development Representative

TAXWELL • Haverford, PA

12d

About The Position

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Drake Software is a leading digital tax filing platform which offers customers professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. Drake Software is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support Drake Software as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on Drake Software for comprehensive product excellence and value. Job Summary The Sales Development Representative (SDR) at Drake Software is responsible for identifying, qualifying, and generating new business opportunities. This role involves reaching out to prospective clients, building robust relationships, and effectively communicating the value of our software solutions. The ideal candidate is a motivated, energetic professional who excels in a fast-paced environment and is passionate about driving growth.

Requirements

• Education: Bachelor’s degree in Business, Marketing, Communications, or a related field preferred.
• Experience: 1+ years of experience in sales, lead generation, or business development, preferably in the software or technology industry. Proven track record of achieving or exceeding sales targets.
• Technical Skills: Proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite. Familiarity with sales automation tools and digital communication platforms.
• Soft Skills: Excellent communication, negotiation, and interpersonal skills. Strong analytical skills with the ability to translate data into actionable insights. Self-motivated, resilient, and results-driven.

Responsibilities

• Prospect & Qualify Leads: Conduct research to identify potential clients and key decision-makers in target markets. Utilize various channels (cold calling, email campaigns, social media, etc.) to generate and qualify leads.
• Connect & Consult: Initiate first contact with potential clients to understand their business needs and challenges. Clearly communicate how Drake Software’s solutions can provide tailored benefits and resolve specific pain points. Uncover and identify pain points to understand the needs of the prospective customer’s business
• Lead Management: Maintain accurate and up-to-date records of all lead interactions and follow-ups in the CRM system. Manage and nurture leads through the sales funnel to schedule appointments, demos for the sales team and warm transfers. Adherence to lead cadence and follow best practices
• Collaboration: Work closely with the sales and marketing teams to develop effective strategies and campaigns. Provide feedback on market trends, customer needs, and the competitive landscape to refine product positioning and outreach tactics.
• Performance Metrics: Meet or exceed monthly and quarterly targets for lead generation, qualification, and appointment setting. Continuously track performance and identify areas for improvement to achieve business development goals.

What This Job Offers

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