Business Development Executive

About the Role

Taxagon is a specialized U.S. tax advisory firm serving tech professionals, entrepreneurs, angel investors, and individuals with complex equity compensation and cross-border tax requirements.

We are looking for a Business Development Executive – Telecaller to join our Hyderabad calling and sales team. This role is primarily focused on outbound calling, lead generation, follow-ups, and client conversion.

Key Responsibilities

• Make approximately 200 outbound calls per day to prospective and existing clients.
• Contact and follow up with hot leads, warm leads, and cold leads.
• Understand the prospect’s tax filing or tax planning requirements and introduce relevant Taxagon services.
• Generate qualified leads and convert interested prospects into paying clients.
• Conduct regular follow-ups with prospects who require additional time before making a decision.
• Maintain clear and professional communication through phone calls, WhatsApp, email, and scheduled meetings.
• Schedule consultation calls between qualified prospects and Taxagon’s tax professionals when required.
• Maintain accurate records of calls, responses, follow-ups, lead stages, and conversions in the CRM/lead tracking system.
• Update lead statuses such as New, Contacted, Interested, Follow-Up, Hot Lead, Converted, and Not Interested.
• Follow up with existing clients for additional services, referrals, and future tax requirements.
• Achieve assigned daily calling, lead-generation, follow-up, and conversion targets.
• Work closely with the tax preparation, client relationship, and marketing teams.
• Provide regular reports on calls completed, leads generated, appointments scheduled, conversions, and pending follow-ups.
• Participate in calling campaigns, referral campaigns, tax-season promotions, and other business-development initiatives.

Requirements & Tech Stack

• Strong communication and convincing skills.
• Comfortable making 150–200+ calls per day in a target-driven environment.
• Ability to handle both cold calling and warm/hot lead conversion.
• Good follow-up and client relationship management skills.
• Basic understanding of sales processes and customer requirements.
• Comfortable using CRM systems, Excel/Google Sheets, WhatsApp, email, and calling tools.
• Ability to communicate professionally in English; additional language skills are an advantage.

Qualifications

• Previous experience in telecalling, inside sales, business development, lead generation, or customer acquisition is preferred.
• Previous experience in taxation, financial services, insurance, banking, consulting, or professional services is beneficial but not mandatory.