About SafeSend
At SafeSend, we are automating the tax and accounting profession with innovative, emerging technologies. We help accounting firms and tax practitioners work more efficiently and better serve their clients. We are driven by our vision and are always on the lookout for talented, team-oriented people who want to help us continue to push forward. Join us and work in an exciting environment, with some of the brightest and most creative people in technology!
Opportunity Overview
We are looking for a motivated and resourceful Sales Development Representative to generate leads for our dynamic sales team. After learning about our award-winning solutions and gaining a comfort level, you will engage prospective customers to succinctly explain the benefits they deliver and pain points they solve, to drive interest.
The ideal candidate will take pride in achievement via persistence, enjoy figuring out prospective customer organization hierarchy, and revel in helping our Sales Executives close new business. An enthusiastic hand-off to a Sales Executive with background information on the prospect is a job well done. This position is based in our Ann Arbor, MI office, with an option to work hybrid upon completion of training.
Responsibilities
- Over a myriad of communication channels - outbound phone calls, email, and video – reach out to both cold and warm leads, to contact decision makers in prospective customer firms, to introduce them to SafeSend and our suite of solutions.
- Develop ongoing relationships with prospective customers by being a resource, demonstrating a good understanding of our key products, and communicating effectively (oral and written).
- Cultivate and nurture prospects to advance them from unknown status to an appointment with a Sales Executive or scheduled product demo.
- Be creative and unique in outreach efforts that drive hand raising opportunities.
- Make outbound phone calls to prospective customers to collect information and set or confirm appointments.
- Assist Sales Executives in customer and prospective customer follow-up.
- Strive for meeting and exceeding targets for contacts made, appointments set, relevant information collected, and overall sales pipeline growth with the ultimate goal to aid in bringing on new business.
- Be curious and motivated to deliver top-notch job performance and then potentially springboard into other roles in the organization.
Qualifications:
- Excellent communication skills, both verbal and written. Good at storytelling, capturing interest, and engaging customers and prospective customers in a compelling way.
- Fast learner with a demonstrated aptitude to learn new skills and topics related to client collaboration technology.
- Strong time management and organization skills.
- Team player with good collaboration and listening skills.
- Driven and passionate about achieving goals and moving the needle.
- Knowledge of the public accounting space or professional tax preparation is a plus.
- 1-2 years in outbound-focused sales or other customer-oriented roles/internships (support, customer service, etc.). SDR/BDR experience is a plus but not required.
- Salesforce CRM experience is a plus but not required.
Why SafeSend?
With offices and remote employees across the U.S. and India, SafeSend fosters a dynamic, hybrid culture that supports a true work/life balance. We value our employees, no matter where they live and work, and offer many opportunities to stay connected, foster collaboration, grow professional skills, and just have fun.
We offer a competitive compensation and benefits package including company-paid health benefits, company-matched 401 (k) plan and a Section 125 plan. We provide an environment that encourages a healthy lifestyle promoting work/life balance and overall employee well-being. We also offer holidays and paid time off, STD and more.
SafeSend is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to, among other things, age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state or local law.
Top Skills
What We Do
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive CPA firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.
SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions