Sales Development Representative

Ryan

Plano, TXFresher3h agovia LinkedIn

This job at a glance

Who can apply
New grads and up to 1 year · Bachelor's degree
Must know
TaxMarketingLead generation
Nice to have
SalesSalesforce
Work
Hybrid in Plano
Pay
Not stated by the employer.
Skill demand
Sales99%Lead generation69%Marketing45%Tax1%of 149 similar entry-level jobs posted in the US this week
Listed
Oct 27, 2026 · still open

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About the Role

Tax.com is seeking motivated Sales Development Representatives (SDRs) eager to contribute to our sales efforts by identifying and connecting with potential clients. Your role will be pivotal in driving our sales pipeline by researching and engaging with financial professionals such as CFOs and accountants. If you thrive in a dynamic environment and have a passion for sales, we want you on our team.

Key Responsibilities

  • 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.

Requirements & Tech Stack

  • 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.
  • Valid driver’s license preferred.

Qualifications

  • A bachelor’s degree or equivalent experience.

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.

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