Sales Development Representative, Tax

Why consider this job opportunity

• Salary up to $123,500
• Comprehensive health, dental, and vision plans
• Flexible work schedule with a hybrid model of in-office and remote work
• Opportunities for career development and growth through continuous learning programs
• Generous paid time off, including two company-wide mental health days
• Award‑winning culture focused on inclusion, work‑life balance, and social impact

• Make outbound phone calls to customers and prospects to set appointments for sales teams
• Identify, generate, and qualify new sales leads through customer analytics and predictive marketing
• Explain the benefits of products and services to potential clients to spark interest
• Run sales campaigns including creating sequenced email and video campaigns
• Track qualifying data in CRM to properly score leads and measure campaign effectiveness

• One or more years of B2B or B2C inside sales experience
• Outbound prospecting experience with a successful track record in generating new business
• Strong time management and organizational skills
• Proficiency with Microsoft Office, CRM, and sales automation software
• High School diploma or equivalent required; 4‑year degree preferred

• Ability to tell a story with enthusiasm and influence others via phone, email, and video
• Technical aptitude for learning products and solving problems
• Collaborative team player with a goal‑oriented mindset

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Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.