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Drake Software · 3 hours ago

Sales Development Representative

United States

Full-time

Remote

Entry Level

1+ years exp

Drake Software is a leading digital tax filing platform that provides professional digital products and exceptional customer support. The Sales Development Representative (SDR) is responsible for identifying and generating new business opportunities, building relationships with prospective clients, and effectively communicating the value of the software solutions offered.

AccountingSoftware

Responsibilities

Conduct research to identify potential clients and key decision-makers in target markets

Utilize various channels (cold calling, email campaigns, social media, etc.) to generate and qualify leads

Initiate first contact with potential clients to understand their business needs and challenges

Clearly communicate how Drake Software’s solutions can provide tailored benefits and resolve specific pain points

Uncover and identify pain points to understand the needs of the prospective customer’s business

Maintain accurate and up-to-date records of all lead interactions and follow-ups in the CRM system

Manage and nurture leads through the sales funnel to schedule appointments, demos for the sales team and warm transfers

Adherence to lead cadence and follow best practices

Work closely with the sales and marketing teams to develop effective strategies and campaigns

Provide feedback on market trends, customer needs, and the competitive landscape to refine product positioning and outreach tactics

Meet or exceed monthly and quarterly targets for lead generation, qualification, and appointment setting

Continuously track performance and identify areas for improvement to achieve business development goals

Monday-Friday 8:00 am to 5:00 pm

Additional Hours: Occasional Saturdays and overtime as needed

Travel up to 15% of the time to attend trade shows and participate in team events as needed

Qualification

CRM software proficiencyLead generation experienceSales experienceMicrosoft Office SuiteAnalytical skillsCommunication skillsNegotiation skillsInterpersonal skillsSelf-motivatedResults-driven

Required

Bachelor's degree in Business, Marketing, Communications, or a related field preferred

1+ years of experience in sales, lead generation, or business development, preferably in the software or technology industry

Proven track record of achieving or exceeding sales targets

Proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite

Familiarity with sales automation tools and digital communication platforms

Excellent communication, negotiation, and interpersonal skills

Strong analytical skills with the ability to translate data into actionable insights

Self-motivated, resilient, and results-driven

Company

Drake Software

Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven.

Founded in 1977

Franklin, North Carolina, USA

501-1000 employees