Sales Development Representative (SDR) - CPA Firm

We are seeking a highly motivated, organized, driven, sales development representative (SDR) to join our fast-growing CPA firm in North Carolina. SDR will be responsible for lead generation - developing and maintaining relationships to create new business and clients for our growing firm. 

Ideal Candidate:

• is a determined lead generator!


• cultivates long term client relationships - great with people. 


• has superior interpersonal skills and the ability to drive sales growth.


• has excellent organization, prioritization, time management and communication skills.


• maintains high levels of communication with all other departments.


• is a problem solver and offers solutions.


• contributes positively to company morale and is a team player.


• willingly exerts extra effort when necessary to get the job done.


• able to maintain security, integrity and confidentiality of highly sensitive information.


• able and willing to travel for networking events, trade shows, demonstrations, and client meetings within an assigned geographical region.

Job Duties:

• Identify and establish contact with potential new customers and clients.


• Develop and maintain consistent contact with leads via phone call, email, or in-person meetings.


• Attend events, networking and meetings to identify potential sales leads and make meaningful contact with existing customers.


• Demonstrate ability to meet sales objectives.


• Follow industry trends to identify new opportunities for potential sales.


• Generate and submit sales reports to management.


• Act as face of company providing outstanding customer service to new and existing clients to ensure repeat business.


• Function effectively within a collaborative team environment.


• Prospect new business opportunities with cold calling, emailing, and relationship building.


• Interact daily with prospects via all contact outlets, including social media.


• Develop best practices for catering to the target market and converting leads to new clients.


• Participate in prospecting meetings with internal teams when needed.


• Enter, update, and maintain CRM system regarding prospects' key information
  

Benefits Available:

• Medical, dental & vision insurance


• 401(k) retirement plan with company match


• Paid time off


• Flexible work schedule