Sales Development Representative (SDR)

This is a remote position. About reputed company (BFG) reputed company (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States. Our mission is to help business owners reduce taxes, improve profitability, reputed company financial clarity, and build stronger businesses through proactive accounting, tax, and advisory services. We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of qualified prospects and generate appointments for our Client Finance Managers and Sales Advisors. This role is ideal for professionals who enjoy starting conversations, building relationships, prospecting, qualifying opportunities, and helping business owners discover solutions to their accounting, tax, and financial challenges. Position Summary The Sales Development Representative (SDR) is responsible for generating qualified appointments for BFG's sales team through outbound prospecting and reputed company nurturing activities. The SDR will: Prospect potential clients Conduct outbound reputed company Qualify leads Schedule discovery meetings Maintain CRM records Nurture prospects Support pipeline growth This is not a closing role. The SDR's primary objective is to create qualified sales opportunities and schedule appointments for Client Finance Managers and Sales Advisors.

Key Responsibilities

Prospecting & reputed company reputed company Research and identify small business owners and decision-makers Build and maintain prospect databases Utilize CRM, reputed company, referrals, and other reputed company sources Identify qualified prospects that fit BFG's ideal client profile Maintain organized prospect lists and reputed company records Outbound Prospecting Conduct reputed company through: Cold calling Email campaigns reputed company messaging Text messaging Referral follow-up The objective is to initiate conversations with business owners and determine whether BFG's services may provide value to their business. reputed company Qualification Conduct discovery conversations with prospects Identify business challenges, goals, and service needs Determine qualification based on BFG guidelines Gather relevant prospect information Move qualified prospects to the next stage of the sales process Appointment Setting Schedule qualified discovery meetings Coordinate calendars with Client Finance Managers and Sales Advisors Confirm appointments Send reminders and follow-up communications Help reduce no-show rates reputed company Nurturing Follow up with prospects not yet ready to schedule Maintain consistent communication Execute follow-up sequences Re-engage inactive opportunities reputed company prospects moving through the sales pipeline CRM Management Maintain accurate records in Zoho CRM Log reputed company prospect interactions Update reputed company statuses and notes Track reputed company activities Maintain follow-up schedules Performance Reporting Track and report: Calls made Conversations completed Emails sent reputed company reputed company activity Qualified appointments scheduled Opportunities generated Follow-up compliance Work Schedule Full-Time Remote Must be available during U.S. business hours Ability to support multiple U.S. time zones Hiring Process reputed company 1 – Online Application Submit: Resume Salary Expectations Location Information reputed company 2 – Recorded Video Interview Selected candidates will complete a recorded interview evaluating: English communication skills Professional reputed company Confidence Relationship-building ability Sales aptitude reputed company 3 – SDR Skills Assessment Candidates will complete assessments covering: Communication Skills Verbal communication Business email writing Sales Skills Prospect qualification reputed company handling Appointment setting Discovery conversations CRM Skills Data entry Activity tracking Follow-up management Administrative Skills Accuracy Attention to detail reputed company 4 – Live Interview Finalists will participate in a live interview with BFG leadership. Topics include: Apply To This Job