Sales Development Representative

Ryan LLC; Plano (TX); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work options

Generous PTO

Paid parental leave

Gym reimbursement

401K with match

Tuition reimbursement

Fertility assistance

Sabbatical after five years

Job summary

Tax.com is seeking motivated Sales Development Representatives to drive our sales pipeline by researching and engaging with financial professionals. The SDR will identify key contacts, initiate conversations, and set meetings for Account Executives in a dynamic, collaborative environment.

Ideal candidates have a bachelor’s degree or equivalent, 6–12 months in sales, and familiarity with Salesforce, Outreach, and LinkedIn Navigator.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Prior sales or business development exposure (6–12 months preferred).
• Strong written and verbal communication with a persuasive style.

Responsibilities

• Research and identify key contacts within accounts to inform outreach.
• Initiate conversations with financial professionals to understand needs.
• Follow up on inbound/outbound leads and prospect new opportunities.
• Set meetings for Account Executives through calls and emails.
• Maintain Salesforce records of interactions and lead status.
• Collaborate with marketing and sales to refine outreach strategies.

Skills

Sales experience

Cold outreach

CRM tools

Communication

Teamwork

Education

Bachelor's degree or equivalent

Tools

Salesforce

Outreach

LinkedIn Navigator

Job description

Sales Development Representative# Careers## Sales Development RepresentativeApply: Plano: Full time: Posted Today: R0020034**Why Ryan?*** 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 ServiceTax.com is seeking motivated Sales Development Representatives (SDRs) who are eager to contribute to our sales efforts by identifying and connecting with potential clients. Your role will be pivotal in driving our sales pipeline by researching and engaging with financial professionals such as CFOs and accountants. If you thrive in a dynamic environment and have a passion for sales, we want you on our team.**Duties and responsibilities, as they align to Tax.com’s Key Results:*** 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.**Education and Experience:*** A bachelor’s degree or equivalent experience.* Previous exposure to sales or business development roles, ideally within 6-12 months.* Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous.* 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.**Certificates and Licenses:*** Valid driver’s license preferred.**Supervisory Responsibilities:*** This job requires no supervisory responsibilities.**Work Environment:*** Standard indoor working environment.* Long periods of time sitting while working at a computer.* Regular contact with co-workers via online tools or in person.* Hybrid work.*Equal Opportunity Employer: disability/veteran*