Sales Development Representative (SDR) - CPA Firm

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๐Ÿ“ Charlotte, North Carolina, United StatesFull Time

About this role

We are seeking a highly motivated, organized, driven, sales development representative (SDR) to join our fast-growing CPA firm in North Carolina. SDR will be responsible for lead generation - developing and maintaining relationships to create new business and clients for our growing firm.ย 


Ideal Candidate:

  • is a determined lead generator!
  • cultivates long term client relationships - great with people.ย 
  • has superior interpersonal skills and the ability to drive sales growth.
  • has excellent organization, prioritization, time management and communication skills.
  • maintains high levels of communication with all other departments.
  • is a problem solver and offers solutions.
  • contributes positively to company morale and is a team player.
  • willingly exerts extra effort when necessary to get the job done.
  • able to maintain security, integrity and confidentiality of highly sensitive information.
  • able and willing to travel for networking events, trade shows, demonstrations, and client meetings within an assigned geographical region.


Job Duties:

  • Identify and establish contact with potential new customers and clients.
  • Develop and maintain consistent contact with leads via phone call, email, or in-person meetings.
  • Attend events, networking and meetings to identify potential sales leads and make meaningful contact with existing customers.
  • Demonstrate ability to meet sales objectives.
  • Follow industry trends to identify new opportunities for potential sales.
  • Generate and submit sales reports to management.
  • Act as face of company providing outstanding customer service to new and existing clients to ensure repeat business.
  • Function effectively within a collaborative team environment.
  • Prospect new business opportunities with cold calling, emailing, and relationship building.
  • Interact daily with prospects via all contact outlets, including social media.
  • Develop best practices for catering to the target market and converting leads to new clients.
  • Participate in prospecting meetings with internal teams when needed.
  • Enter, update, and maintain CRM system regarding prospects' key information


Benefits Available:

  • Medical, dental & vision insurance
  • 401(k) retirement plan with company match
  • Paid time off
  • Flexible work schedule

Frequently Asked Questions

Is the salary disclosed for the Sales Development Representative (SDR) - CPA Firm position at kgcpa?
The salary for this Sales Development Representative (SDR) - CPA Firm role at kgcpa is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Sales Development Representative (SDR) - CPA Firm position at kgcpa located?
This Sales Development Representative (SDR) - CPA Firm role at kgcpa is based in Charlotte, North Carolina, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Sales Development Representative (SDR) - CPA Firm role at kgcpa full-time or part-time?
This is listed as a Full Time position. It is posted as a Sales Development Representative (SDR) - CPA Firm role at kgcpa.
How do I apply for the Sales Development Representative (SDR) - CPA Firm position at kgcpa?
Click the "Apply Now" button on this page. You will be redirected to kgcpa's official application portal hosted on bamboohr where you can submit your application directly.
When was the Sales Development Representative (SDR) - CPA Firm job at kgcpa posted?
This Sales Development Representative (SDR) - CPA Firm position at kgcpa was posted on Nov 11, 2024. Apply as soon as possible โ€” early applications are often reviewed first.
Sales Development Representative (SDR) - CPA Firm
kgcpa
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