Sales Development Representative

Are you energized by connecting with people, opening doors, and creating new business opportunities? Do you enjoy turning conversations into relationships and thrive in a fast-paced, collaborative environment?

SVA is looking for an onsite Sales Development Representative (SDR) to join our growing Business Development team in Madison, Wisconsin. In this newly created role, you'll be at the forefront of our firm's growth strategy—introducing prospective clients to SVA's accounting, tax, advisory, and consulting services while partnering closely with firm leadership and subject matter experts.

About SVA

SVA is an independent professional services firm providing accounting, tax, assurance, and advisory services to closely held and family-owned businesses. We believe strong relationships drive lasting success—for our clients and our people. Our collaborative culture encourages innovation, continuous learning, and professional growth while maintaining the personalized service that has defined SVA for decades.

What You'll Do

As our Sales Development Representative, you'll generate qualified business opportunities through thoughtful outreach, relationship development, and strategic follow-up.

• Execute targeted outreach through email, phone, Linked In, and digital sales campaigns.
• Respond promptly to inbound leads generated through marketing campaigns, referrals, events, and website activity.
• Research prospective clients and personalize outreach to increase engagement and response rates.
• Build targeted prospect lists using Zoom Info, Linked In Sales Navigator, and other prospecting tools.
• Monitor prospect engagement and adjust outreach strategies based on activity and interest.

• Coordinate logistics for conferences and trade shows, including booth materials, shipping, setup, and follow-up.
• Represent SVA professionally at local and national industry events.
• Capture and qualify event leads while ensuring timely entry into Hub Spot.
• Coordinate post-event outreach campaigns that maximize lead conversion.
• Schedule meetings with prospective attendees before conferences.
• Ability to travel up to 20% to attend conferences as needed may be required.
• Conduct discovery conversations to understand business needs and determine alignment with SVA's services.
• Identify key decision-makers and influencers within target organizations.
• Evaluate opportunities and maintain accurate prospect information within Hub Spot.

• Schedule introductory meetings for Business Development leaders and subject matter experts.
• Provide detailed meeting notes and prospect insights to ensure successful transitions.
• Support prospects throughout the early stages of the sales process.

• Nurture early-stage prospects through ongoing communication.
• Re-engage dormant opportunities when appropriate.
• Maintain accurate CRM data and consistently document outreach activities.
• Share market feedback and prospect insights that help improve messaging and campaigns.

What You'll Bring

Required:

• 1–3 years of experience in sales development, inside sales, business development, or a similar outbound sales role.
• Excellent written and verbal communication skills.
• Experience using a CRM platform (Hub Spot preferred).
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Proficiency with Microsoft Office (Outlook, Excel, Word, Teams).
• Willingness to travel approximately 20% for conferences and industry events.

Preferred:

• Experience using Hub Spot for sequences, workflows, reporting, and task management.
• Familiarity with Zoom Info, Linked In Sales Navigator, Lemlist, or similar sales engagement tools.
• Experience selling into B2B organizations or within professional services.

What Success Looks Like:

• Generating a consistent pipeline of qualified meetings for our Business Development team.
• Maintaining accurate, organized CRM data and prospect records.
• Achieving monthly outreach and meeting-generation goals.
• Delivering timely follow-up on marketing, referral, webinar, and event-generated leads.
• Successfully supporting 6–8 industry conferences each year.
• Building…