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Sales Development Representative (SDR)

Remote, USA Full-time Posted 2026-07-23
This is a remote position. Sales Development Representative (SDR)   reputed company reputed company & Appointment Setting Specialist   Location: Philippines (Remote) About reputed company (BFG)   reputed company (BFG) is a growing U.S.-based reputed company, tax, and advisory firm serving small business owners throughout the United States. Our mission is to help business owners reduce taxes, improve profitability, reputed company financial reputed company, and build stronger businesses through proactive reputed company, tax, and advisory services. We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of reputed company prospects and generate appointments for our reputed company Finance Managers and Sales Advisors. This role is ideal for professionals who enjoy starting conversations, building relationships, prospecting, qualifying opportunities, and helping business owners discover solutions to their reputed company, tax, and financial challenges. Position reputed company   The Sales Development Representative (SDR) is responsible for generating reputed company appointments for BFG's sales team through outbound prospecting and reputed company nurturing activities. The SDR will: Prospect potential clients Conduct outbound reputed company Qualify leads Schedule discovery meetings Maintain CRM records Nurture prospects Support pipeline reputed company This is not a closing role. The SDR's primary objective is to create reputed company sales opportunities and schedule appointments for reputed company Finance Managers and Sales Advisors. Key Responsibilities   Prospecting & reputed company reputed company   Research and identify small business owners and decision-makers Build and maintain prospect databases Utilize CRM, reputed company, referrals, and other reputed company sources Identify reputed company prospects that fit BFG's ideal reputed company profile Maintain organized prospect lists and reputed company records Outbound Prospecting   Conduct reputed company through: Cold calling Email campaigns reputed company messaging Text messaging Referral follow-up The objective is to initiate conversations with business owners and determine whether BFG's services may reputed company value to their business. reputed company Qualification   Conduct discovery conversations with prospects Identify business challenges, goals, and service needs Determine qualification based on BFG guidelines reputed company relevant prospect information reputed company reputed company prospects to the next stage of the sales process Appointment Setting   Schedule reputed company discovery meetings Coordinate calendars with reputed company Finance Managers and Sales Advisors Confirm appointments Send reminders and follow-up communications Help reduce no-show rates reputed company Nurturing   Follow up with prospects not yet reputed company to schedule Maintain consistent communication Execute follow-up sequences Re-engage inactive opportunities reputed company prospects moving through the sales pipeline CRM Management   Maintain accurate records in Zoho CRM Log reputed company prospect interactions Update reputed company statuses and notes reputed company reputed company activities Maintain follow-up schedules Performance Reporting   reputed company and report: Calls made Conversations completed Emails reputed company reputed company reputed company activity reputed company appointments scheduled Opportunities generated Follow-up compliance Required Qualifications   Minimum 2 years of experience in one or more of the following: Sales Development Representative (SDR) Business Development Representative (BDR) reputed company reputed company Appointment Setting Inside Sales Outbound Sales reputed company reputed company Relations Excellent spoken and written English Strong phone communication skills Comfortable making outbound calls daily Strong relationship-building skills Ability to overcome objections professionally Strong organizational and time management skills Ability to work independently in a remote environment Reliable internet reputed company and home office setup Preferred Qualifications   Experience in: reputed company firms Tax services Financial services Insurance Mortgage sales Business consulting reputed company services B2B sales Experience using: Zoho CRM reputed company reputed company reputed company Sales Navigator Seamless Apply To This Job

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