This is a remote position.
About Business Financial Group (BFG)
Business Financial Group (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States.
Our mission is to help business owners reduce taxes, improve profitability, gain financial clarity, and build stronger businesses through proactive accounting, tax, and advisory services.
We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of qualified prospects and generate appointments for our Client Finance Managers and Sales Advisors.
This role is ideal for professionals who enjoy starting conversations, building relationships, prospecting, qualifying opportunities, and helping business owners discover solutions to their accounting, tax, and financial challenges.
Position Summary
The Sales Development Representative (SDR) is responsible for generating qualified appointments for BFG's sales team through outbound prospecting and lead nurturing activities.
The SDR will:
Prospect potential clients
Conduct outbound outreach
Qualify leads
Schedule discovery meetings
Maintain CRM records
Nurture prospects
Support pipeline growth
This is not a closing role.
The SDR's primary objective is to create qualified sales opportunities and schedule appointments for Client Finance Managers and Sales Advisors.
Key Responsibilities
Prospecting & Lead Generation
Research and identify small business owners and decision-makers
Build and maintain prospect databases
Utilize CRM, LinkedIn, referrals, and other lead sources
Identify qualified prospects that fit BFG's ideal client profile
Maintain organized prospect lists and lead records
Outbound Prospecting
Conduct outreach through:
Cold calling
Email campaigns
LinkedIn messaging
Text messaging
Referral follow-up
The objective is to initiate conversations with business owners and determine whether BFG's services may provide value to their business.
Lead Qualification
Conduct discovery conversations with prospects
Identify business challenges, goals, and service needs
Determine qualification based on BFG guidelines
Gather relevant prospect information
Move qualified prospects to the next stage of the sales process
Appointment Setting
Schedule qualified discovery meetings
Coordinate calendars with Client Finance Managers and Sales Advisors
Confirm appointments
Send reminders and follow-up communications
Help reduce no-show rates
Lead Nurturing
Follow up with prospects not yet ready to schedule
Maintain consistent communication
Execute follow-up sequences
Re-engage inactive opportunities
Keep prospects moving through the sales pipeline
CRM Management
Maintain accurate records in Zoho CRM
Log all prospect interactions
Update lead statuses and notes
Track outreach activities
Maintain follow-up schedules
Performance Reporting
Track and report:
Calls made
Conversations completed
Emails sent
LinkedIn outreach activity
Qualified appointments scheduled
Opportunities generated
Follow-up compliance
Work Schedule
Full-Time
Remote
Must be available during U.S. business hours
Ability to support multiple U.S. time zones
Hiring Process
Step 1 – Online Application
Submit:
Resume
Salary Expectations
Location Information
Step 2 – Recorded Video Interview
Selected candidates will complete a recorded interview evaluating:
English communication skills
Professional presence
Confidence
Relationship-building ability
Sales aptitude
Step 3 – SDR Skills Assessment
Candidates will complete assessments covering:
Communication Skills
Verbal communication
Business email writing
Sales Skills
Prospect qualification
Objection handling
Appointment setting
Discovery conversations
CRM Skills
Data entry
Activity tracking
Follow-up management
Administrative Skills
Accuracy
Attention to detail
Step 4 – Live Interview
Finalists will participate in a live interview with BFG leadership.
Topics include:
Outbound prospecting experience
Skills Required
- Outbound prospecting and lead generation experience (cold calling, email campaigns, LinkedIn outreach, texting)
- Proficiency with Zoho CRM and accurate CRM data entry
- Strong verbal communication, professional presence, and relationship-building skills
- Ability to qualify prospects, conduct discovery conversations, and handle objections
- Appointment setting and calendar coordination skills
- Ability to maintain follow-up sequences and nurture prospects through pipeline
- Available to work full-time during U.S. business hours and support multiple U.S. time zones
What We Do
Business Financial Group (BFG) is a U.S.-based accounting, tax, advisory, and business services firm that serves small business owners across the United States. BFG specializes in fractional accounting and tax services, helping business owners reduce costs, gain financial clarity, and save time. The firm operates globally, utilizing delivery teams in India and client management in the U.S. and Costa Rica.
