Sales Development Representative

Inbound Sales Development Representative — AI Tax Software Smart Wiz | Birmingham, Alabama | Office-first, with hybrid flexibility after certification

Full-time W-2 position

Target OTE: $65,000–$75,000 | $22/hour base + uncapped performance compensation Warm leads. Real conversations. A direct path into technology sales.

Smart Wiz is building the financial operating system for millions of Americans—starting with an AI-powered platform that helps independent tax professionals and CPAs prepare returns in minutes.

Our AI tax assistant, Wizzy, reads a client’s documents, drafts the return, and enters the information directly into the professional tax software the preparer already uses. That means less re-keying, fewer tabs, and more time serving clients and growing their businesses.

Smart Wiz is headquartered in Birmingham, with a new office in Silicon Valley. We are SOC 2 compliant and serve independent tax offices across the country.

We now have a good problem: more tax professionals are requesting information, attending events, registering for demonstrations, and asking to see Smart Wiz than our sales team can reach quickly enough.

We are hiring an Inbound Sales Development Representative to make sure interested tax professionals receive a fast, helpful, human response.

This is not a traditional cold-prospecting role.

You will spend most of your time contacting people who have already expressed interest in Smart Wiz, reconnecting with warm prospects, recovering missed demonstrations, qualifying opportunities, and helping customers take the next step.

When a prospect is ready to see the product immediately, you will not always schedule them for another day. Once certified, you will be able to launch the video call, share your screen, and show them Smart Wiz while their interest is high.

You will own the earliest and most time-sensitive part of the sales process: converting interest into a real sales conversation.

• Respond quickly to new inbound leads by phone, text, email, and video.
• Contact tax professionals who requested information, registered for a webinar, attended an event, began an application, requested a demonstration, or previously spoke with Smart Wiz.
• Follow up with warm prospects who have not yet scheduled or completed their demonstration.
• Confirm upcoming demonstrations and reconnect with prospects who missed or rescheduled their appointments.
• Ask thoughtful qualification questions about the prospect’s tax office, software, return volume, workflow, goals, and buying timeline.
• Identify which prospects should be moved immediately to an Account Executive.
• Schedule qualified demonstrations and prepare the Account Executive with complete, useful notes.
• Conduct same-day and on-the-spot product demonstrations after completing Smart Wiz Academy certification.
• Close straightforward opportunities when assigned or approved to do so.
• Re-engage interested prospects who previously went quiet or delayed their decision.liwe
• Maintain accurate contact activity, qualification details, deal stages, and next steps in Hub Spot.
• Use persistence without becoming pushy. Our prospects should feel helped, not hunted.
• Surface recurring questions, objections, buying signals, and product feedback to the sales and product teams.
• Work closely with Account Executives to ensure warm opportunities receive fast and consistent follow-up.

You will not spend your day purchasing lists, researching random companies, or repeatedly calling people who have never heard of Smart Wiz.

The people you contact have raised their hands in some way. Your job is to reach them while their interest is high, understand what they need, and move the right prospects forward.

• Respond confidently and professionally to new inbound leads.
• Hold natural conversations with independent tax professionals.
• Qualify prospects without making the interaction feel like an interrogation.
• Convert warm interest into completed demonstrations and real sales opportunities.
• Recover missed appointments and revive opportunities that might otherwise have been lost.
• Conduct a complete introductory Smart Wiz…