Sales Development Representative (Finance & Tax Specialist)

Posted Yesterday
Be an Early Applicant
6 Locations
Remote
Entry level
HR Tech • Software
The Role
Conduct approximately 50 outbound calls daily to US financial services and tax prospects, generate at least 10 qualified opportunities monthly, manage pipeline activity in Salesforce, and execute established sales methodologies. Build trust with financial professionals by applying industry expertise while meeting growth targets. The role requires strong American English fluency, US time-zone availability, coachability, curiosity, and determination. Nice-to-have experience includes tax consulting, accounting services, outsourced SDR work, B2B sales, and advanced prospecting tools.
Summary Generated by Built In
About Huzzle

At Huzzle, we connect exceptional talent with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include fast-growing startups and established businesses in SaaS, MarTech, FinTech, and EdTech.

Unlike traditional outsourcing, you’ll be placed directly with a client as a core member of their team—giving you real ownership, career progression, and long-term stability.

Role Type: Full-time

Engagement: Independent Contractor

Job Summary

Are you a finance professional looking to transition your expertise into a high-growth sales career, or a seasoned SDR with a deep understanding of the US financial landscape? This team is looking for a determined, US-market expert to drive growth for clients within the financial services and tax sectors. Joining a well-established firm with 15 years of proven methodology, you will be the frontline engine of the sales process, engaging high-level stakeholders and creating meaningful business opportunities. This is a role for a curious, coachable individual who wants to leverage their industry knowledge to achieve uncapped career progression.

Key Responsibilities
  • Conduct approximately 50 high-quality outbound calls per day to prospective clients within the US market
  • Consistently generate 10+ qualified outbound opportunities per month to meet and exceed growth targets
  • Utilize Salesforce to meticulously manage your pipeline and track prospect engagement
  • Execute outreach strategies based on established, world-class sales methodologies
  • Act as a subject matter expert when speaking with financial professionals, building trust through industry-specific literacy

Requirements
  • Native or near-native American English fluency to effectively communicate with US-based stakeholders
  • Proven background in Finance, Financial Services, or Tax (highly preferred)
  • Availability to work full-time hours aligned with US time zones, regardless of your physical location
  • Demonstrated coachability and a desire to continuously refine your sales craft
  • An affable, determined personality with a natural curiosity for business processes
  • Proficiency with Salesforce or similar CRM platforms
Nice-to-Haves
  • Direct experience in tax consultancy or accounting services.
  • Previous experience in an outsourced SDR or B2B sales environment.
  • Knowledge of advanced prospecting tools beyond standard CRM functions.

Benefits

💰 Competitive base salary with a clear incentive structure

🎯 Performance-based incentives (£200 for hitting target; £500 for overperformance)

🌎 Fully remote work environment with global flexibility

🚀 Rapid career growth opportunities into Team Lead and Management roles

📈 Long-term stability within a well-established, 15-year-old market leader

🎓 Access to proven sales methodologies and professional development coaching

Skills Required

  • Native or near-native American English fluency
  • Proven background in finance, financial services, or tax
  • Full-time availability aligned with US time zones
  • Coachability and desire to continuously refine sales skills
  • Affable, determined personality with natural curiosity for business processes
  • Proficiency with Salesforce or similar CRM platforms
  • Direct experience in tax consultancy or accounting services
  • Previous experience in outsourced SDR or B2B sales environments
  • Knowledge of advanced prospecting tools beyond standard CRM functions
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The Company
113 Employees
Year Founded: 2020

What We Do

Huzzle is an end-to-end AI recruiter that connects world-class experts and sales talent from emerging economies with AI labs, startups, and enterprises. The platform uses an AI recruiter to source, vet, and match top global talent with full-time remote roles, specifically focusing on high-performing professionals and providing efficient hiring and payroll solutions.

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