Business Development Representative

Job description

Key responsibilities

• Meet monthly, annual, and year-to-date performance goals and daily contact and activity targets.
• Log activities and customer contacts accurately and promptly in Salesforce.
• Partner with sales and marketing colleagues on campaigns that generate qualified opportunities and revenue.
• Participate in coaching, share ideas, learn quickly, and adapt to change while working effectively under pressure.

Required qualifications

• Excellent verbal and written communication; strong interpersonal skills and a professional approach.
• Ability and willingness to learn concepts, products, and skills quickly.
• Commitment to a schedule aligned with customer working hours.
• Intermediate computer skills, including Microsoft applications and other business software.
• Motivated, competitive, positive, and results-oriented.

Preferred qualifications

• Bachelor’s degree or equivalent work experience.
• Previous BDR, SDR, similar sales, or lead-generation experience.
• Experience selling tax-related software, technology, SaaS, or other solutions to tax and accounting professionals.
• Tax-related professional experience or knowledge of tax and accounting workflows, processes, or customer needs.
• Previous experience using a CRM such as Salesforce.

Work arrangement

• The employer describes a flexible hybrid working environment for office-based roles.
• Employees may work from anywhere for up to 8 weeks per year.

Benefits and development

• The employer describes comprehensive benefits, training, career development, flexible vacation, mental health resources, retirement savings, tuition reimbursement, and employee incentive programs.

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