Location: Remote Department: Sales & Client Success Reports to: Sales Manager, Outbound Team
About the Company
We are a rapidly growing U.S.-based cost segregation firm that helps real estate investors unlock accelerated depreciation and meaningful tax savings through engineering-backed studies. With the reinstatement of 100% bonus depreciation and newly opened data channels, we are scaling our outbound sales team quickly and building the pipeline engine that fuels that growth.
About the Role
This role sits at the very top of our sales funnel. As an SDR, you are the first human contact a property owner has with our firm, and the quality of the meetings you book directly determines what our Account Managers can close. This is not a script-reading seat. You will own the early conversation, qualify real fit, and hand off meetings that convert. It is a proving ground: strong performers move into Team Lead or Account Manager roles as the team expands.
Key Responsibilities
Outbound Prospecting
Make 80–100 dials per day with a focus on quality conversations, not just volume
Use CoStar, RB2B, ZoomInfo, HubSpot, and LinkedIn Sales Navigator to identify and reach the right property owners
Qualification & Meeting Booking
Qualify prospects against defined criteria (location, asset class, property value) and book meetings that meet the bar
Hit monthly meeting quotas and stretch goals tied to commission
Pipeline Hygiene
Maintain accurate, detailed lead notes and dispositions in HubSpot so Account Managers walk into every meeting prepared
Collaboration & Iteration
Partner with sales managers and data analysts to sharpen targeting, messaging, and outreach cadence based on what is converting
Required Qualifications
1–2 years in outbound B2B lead generation or appointment setting
Strong written and spoken English, with a neutral to North American accent
Comfort in a high-volume, metric-driven environment
Self-starter who performs well with autonomy
Preferred Qualifications
Experience in financial or real estate services
Familiarity with HubSpot, CoStar, ZoomInfo, RB2B, or LinkedIn Sales Navigator
Ideal Candidate Profile
You are resilient on the phone and do not lose energy on the 60th dial. You listen closely enough to spot real fit versus a polite brush-off. You are organized, so nothing falls through the cracks in the CRM, and you treat quotas as a floor rather than a ceiling. You want to grow into a closing role and are willing to earn it.
Compensation
Base: depending on experience
Commission: Tiered, meeting-based with accelerators linked to revenue generated
Realistic on-target earnings: $2,000–$2,500/month and up for high performers, with additional upside as the team scales
Why Join Us
Training and call frameworks built from our top closers
Daily coaching and QA support
A clear path into Team Lead and Account Manager roles
A sharp, driven team working across multiple time zones
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