Posted 2 days ago
Sales Development Representative
AI Summary
The Sales Development Representative researches financial professionals such as CFOs and accountants, initiates outreach by phone and email, and books meetings for Account Executives while tracking leads in Salesforce.
About this role
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Duties and responsibilities, as they align to Tax.com’s Key Results:
- Research and identify key contacts within accounts, collaborating with marketing and sales teams to create effective outreach strategies.
- Initiate conversations with financial professionals to understand their needs and challenges, positioning Tax.com as a valuable solution.
- Proactively follow up on inbound/outbound leads and strategically prospect new opportunities.
- Engage with prospects through calls and emails, consistently setting up meetings for Account Executives.
- Maintain accurate records of interactions and lead status in Salesforce to ensure smooth handoffs and follow-ups.
- Work closely with cross-functional teams to refine outreach strategies and improve conversion rates.
Education and Experience:
- A bachelor’s degree or equivalent experience.
- Previous exposure to sales or business development roles, ideally within 6-12 months.
- Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous.
- Strong communication skills, both written and verbal, with the ability to engage and persuade.
- Excellent organizational abilities and a talent for managing time effectively in a fast-paced environment.
- A driven and goal-oriented mindset, with a passion for achieving and exceeding targets.
- Willingness to learn, adapt, and contribute to a collaborative team environment.
Certificates and Licenses:
- Valid driver’s license preferred.
Supervisory Responsibilities:
- This job requires no supervisory responsibilities.
Work Environment:
- Standard indoor working environment.
- Long periods of time sitting while working at a computer.
- Regular contact with co-workers via online tools or in person.
- Hybrid work.
Equal Opportunity Employer: disability/veteran
Skills
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- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.