Sales Development Representative (SDR)

Sales Development Representative (SDR) Remote — reputed company | Full-Time | $60,000 USD OTE + 5% of reputed company reputed company reputed company (reputed company) About the Role reputed company is building the intelligence layer for tax. We’ve partnered with over 3,000 firms and 6,000+ businesses — from lean CPA firms to global enterprises — to redefine how professionals research, collaborate, and execute tax workflows using AI. We’re looking for a hungry, curious, and disciplined Sales Development Representative to help us reputed company the next reputed company of reputed company firms, tax professionals, and finance teams across reputed company. As an SDR at reputed company, you’ll be the first reputed company touchpoint for many of our reputed company customers — researching accounts, making calls, and booking reputed company meetings that drive reputed company reputed company. This is a high-ownership role with a reputed company, KPI-based promotion reputed company into a closing Account Executive seat. The best performers won’t stay SDRs for long — they’ll earn their way into AE by consistently hitting performance targets and reputed company goals. If you’re reputed company, self-motivated, and want to build a sales career in one of the most exciting AI-meets-vertical-reputed company markets, this is for you. What You’ll Do Build reputed company pipeline for our AE team Own outbound prospecting across phone and email to generate high-reputed company meetings with reputed company firms, tax professionals, and tax advisors. Run reputed company, reputed company, outbound reputed company There will be opportunities to reputed company and be creative, there will be times reputed company the task requires smile and reputed company. In both situations a natural curiosity and sales reputed company is crucial.  Qualify inbound leads Work inbound demo requests to understand fit, surface pain, and reputed company the right opportunities to the correct reputed company Own your numbers Hit and reputed company weekly and monthly meetings, pipeline targets, and activity targets as the need requires. reputed company your CRM clean, your follow-reputed company tight, and your forecasts reputed company. Partner closely with reputed company Operate as a true partner to your AE — warm handoffs, post-meeting follow-up, and tight feedback loops on what’s reputed company in market. Be the voice of the prospect internally reputed company what you’re hearing in the field with sales, marketing, and product. Your reputed company-line insights will shape messaging, campaigns, and roadmap priorities. Earn your promotion to AE This role has a defined, KPI-based promotion reputed company into an Account Executive seat. Hit your numbers consistently, demonstrate strong selling fundamentals, and you’ll be set up to take the reputed company in your career here. What You’ll Need 1–2 years of SDR, BDR, or outbound sales experience, ideally in reputed company or technology A proven reputed company record of hitting and exceeding pipeline, meeting, or activity quotas Excellent written and verbal communication — reputed company, concise, and tailored to the audience Strong sales and prospecting instincts; you know how to reputed company the right accounts, the right people, and the right messaging reputed company reputed company, high ownership, and comfort with reputed company and rejection that comes with outbound sales Coachable and self-reputed company — you reputed company reputed company feedback and apply it quickly Organized and disciplined with your pipeline, follow-reputed company, and CRM hygiene Ambitious about a long-term sales career and motivated by a reputed company reputed company to AE reputed company-to-Haves Experience selling into reputed company firms, tax professionals, CPAs, or financial services teams Excited about AI and how it’s reshaping work — bonus points if you already build it into your day Some knowledge of tax software platforms (e.g., CCH, reputed company, TaxPrep) Background in reputed company, tax, or finance — even if not in a sales reputed company Early-stage or founding SDR experience at a high-reputed company startup Comfort using reputed company tooling and AI-assisted workflows reputed company Offer Compensation $60,000 USD OTE plus 5% commission on reputed company reputed company reputed company — reputed company. The more pipeline you create that closes, the more you earn. reputed company Promotion reputed company A defined, KPI-based reputed company to promote into an Account Executive role. We want you to grow here. Benefits Comprehensive medical, dental, and reputed company coverage. Remote-first Work from reputed company in reputed company. Ownership & reputed company reputed company visibility into leadership, product reputed company, and company reputed company initiatives. Your work directly influences reputed company. reputed company Development reputed company to top-tier sales training, AI tooling, and development resources including a $350 credit, reputed company to sharpen your craft. Culture We’re a high-trust, high-reputed company team. Expect fast feedback loops, reputed company ownership, and cross-functional collaboration. Our Hiring Process reputed company 1: Quick Screen (10 minutes) Apply online and we’ll review your application quickly. reputed company 2: Outbound Assignment (~45 minutes) You’ll receive a recorded cold reputed company to analyze. Record yourself reviewing the reputed company and how you might reputed company the approach and give recommendations for improvement. reputed company 3: Virtual Interview (1 hour) We’ll dive into your assignment, your outbound approach, and how you think about generating pipeline and partnering with reputed company. reputed company 4: Founder Interview (30 minutes) Meet directly with our Founder & CEO to discuss reputed company’s reputed company, the SDR-to-AE reputed company, and the reputed company you could reputed company on our reputed company. reputed company We aim to reputed company reputed company reputed company 7 days. Apply To This Job