Chat Sales Development Representative

Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day. 

We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect. 

Job Overview 

The Chat Sales Development Representative to act as a liaison, allowing potential and existing customers to connect with our Sales teams via our website chat. Your primary role will be to seek new business opportunities by speaking with potential customers through our chat functionality.  There will also be opportunities to work within other areas of the Sales Development Team – following up on Marketing leads, calling into our customer base to schedule consultation meetings, etc.).  You will be responsible for qualifying potential opportunities for Sales. 

To be successful in this role, you should have previous experience developing leads and meeting sales quotas. You will use your communication and technology skills to provide quick, professional and informative responses to potential customers and that will help drive them into the buying cycle. 

Ultimately, you will boost sales and contribute to our long-term business growth. 

This is a hybrid position, with 3 days per week in our Nashua, NH headquarters.   

Responsibilities 

• Qualify leads from the Rightworks chat for the Sales organization 

• Potential to work cross functionally within the SDR Team (following up on Marketing leads, cold calling into customer base, etc.) 

• Contact potential clients through follow-up calls and emails 

• Present our company to current and potential clients 

• Identify client needs and suggest appropriate products/services 

• Build long-term trusting relationships with clients 

• Proactively seek new business opportunities in the market 

• Set up meetings or calls between (prospective) clients and the Sales teams   

• Set meetings for current clients with the sales teams throughout the company 

• Disposition leads generated and assign to the proper sales team where needed 

• Report to the Sales Manager on (weekly/monthly/quarterly) sales results 

• Stay up to date with new products/services and new pricing/payment plans 

• Metrics you will be responsible for:  

• chats per day 

• pro-active follow up prospects 

• appointment set for sales agents 

• opportunities generated/won 

Requirements  

• Proven work experience as a Sales Development Representative 

• Hands-on experience with multiple sales techniques (including cold calls) 

• Track record of achieving sales quotas 

• Experience with CRM software (e.g. Salesforce) 

• Experience with cadence software (e.g. SalesLoft, Outreach, Groove) 

• Familiarity with MS Excel (analyzing spreadsheets and charts) 

• Understanding of sales performance metrics 

• Excellent communication and negotiation skills 

• Ability to deliver engaging presentations 

• Prior use of website chat services or familiarity with such services 

Eligibility Requirements 

• This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.  

• Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.  

• Relocation will not be offered for this position. 

Benefits 

To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer! 

This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.