Sales Development Representative

Ryan•Plano, TX

1d•Hybrid

About The Position

Tax.com is seeking motivated Sales Development Representatives to contribute to its sales efforts by identifying and connecting with potential clients. The role supports the sales pipeline by researching and engaging financial professionals, including CFOs and accountants. SDRs initiate conversations to understand prospects’ needs and challenges, position Tax.com’s solution, and set meetings for Account Executives. The position involves collaboration with marketing, sales, and other cross-functional teams, as well as maintaining records and lead status in Salesforce.

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 skills 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.

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.
Proactively 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.