tax.com · 15 hours ago
Sales Development Representative
Plano, TX
Full-time
Hybrid
New Grad, Entry Level
0+ years expTax.com is seeking motivated Sales Development Representatives (SDRs) who are eager to contribute to our sales efforts by identifying and connecting with potential clients. The role involves driving the sales pipeline by researching and engaging with financial professionals, initiating conversations to understand their needs, and setting up meetings for Account Executives.
AccountingTax ConsultingTax Preparation
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
Qualification
Required
A bachelor's degree or equivalent experience
Previous exposure to sales or business development roles, ideally within 6-12 months
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
Preferred
Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous
Valid driver's license preferred
Benefits
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Company
tax.com
tax.com offers digital tools and support for tax compliance, assessments, and unclaimed property issues in the accounting sector.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tony Chavez
Chief Sales Officer
Company data provided by crunchbase