Sales Development Representative - WolfPAC Software jobs in United States
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Wolf & Company, P.C. · 3 months ago

Sales Development Representative - WolfPAC Software

Wolf & Company, P.C. is a well-established national firm seeking a Sales Development Representative (SDR) to join their WolfPAC Solutions group. The SDR will be responsible for driving new business opportunities for the WolfPAC software sales team, primarily targeting the Financial, Health, and Manufacturing sectors.

Accounting

Responsibilities

Research and develop target lists for in the financial institution, FinTech, technology sectors, and multiple service offerings
Conduct targeted outreach via cold calling, email campaigns, LinkedIn, and other methods to obtain leads
Record all activities in Salesforce CRM
Provide regular updates and reports to the Director of Business Development on all activities
Aid in the design, development, and implementation of strategic sales and marketing plans to achieve quarterly objectives for products, services, revenue, and profitability
Ensure the management of a pipeline consistent with exceeding budgeted objectives
Drive individual achievement of assigned opportunity creation and revenue targets
Liaise with colleagues to expand knowledge of potential service offerings and intelligence on desired targets
Work with Senior BD reps, Software RSMs, Line of Service Leaders, and Niche leaders to craft targeted mini campaigns to close business
Maintain contact with key executives at targets, which have not developed into warm leads but have promise
Develop persuasive and engaging follow-up messages and activities
Be creative in how to continue to develop relationships in a professional manner
Other duties as assigned

Qualification

Salesforce CRMOutbound sales experienceFinancial services knowledgeSandler Selling SystemLinkedIn proficiencyWeb-based researchCommunication skillsOrganizational skillsRelationship building

Required

Bachelor's degree preferred
Minimum 1-2 years' experience with proven success in outbound call activity and inside sales
Experience selling to Financial Institution and Healthcare markets highly desirable
Knowledge of Audit/Tax/IT/Cyber services desired but not required
Ability to communicate effectively with clients and within all levels of the organization
Ability and willingness to travel to prospects, clients, and industry trade/networking and educational events when required
Experience with Salesforce CRM, Outreach.io and Sandler Selling System or other sales methodologies desirable
Solid business and sales knowledge
Strong listening/comprehension skills
Ability to build rapport quickly and be persuasive without making the customer feel pressured
Ability to stay composed and objective
Conversational, patient, and confident, with a positive attitude
Excellent oral and written communication skills
Proven ability in web-based research
Exceptional organizational skills and attention to detail
Ability to successfully manage multiple projects and prioritize work assignments
Proven record of projecting a professional image
Ability to develop relationships with diverse personalities; tactful, mature, and flexible

Preferred

Experience with LinkedIn and Salesforce CRM preferred

Benefits

Performance-based incentive compensation or sales commission plans
Spot awards
401(k) savings
Flexible work
Generous total rewards and benefits package

Company

Wolf & Company, P.C.

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Wolf & Company is an accounting company specializing in audit, tax, IT audit, and consulting services.

Funding

Current Stage
Growth Stage

Leadership Team

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Mark A. O'Connell
Retired Principal
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Company data provided by crunchbase