Sales Development Representative

Posted 15 Hours Ago
Be an Early Applicant
24 Locations
In-Office
89K-117K Annually
Junior
Financial Services
The Role
Research and prospect target accounts via outbound and inbound channels, engage decision-makers including C-level, qualify leads, and generate meetings. Maintain accurate CRM records, use sales tools (Outreach, ZoomInfo, LinkedIn, PitchBook), coordinate handoffs to sales and account teams, and collaborate with internal stakeholders while continuously learning Armanino's services to support firmwide growth.
Summary Generated by Built In

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. 

Job Responsibilities 

  • Research, identify, and engage target prospects through outbound and inbound channels, including email, phone, LinkedIn, marketing campaigns, trade events, webinars, and other prospecting activities.

  • Develop and execute targeted outreach strategies to generate qualified meetings and new business opportunities for Armanino’s service lines.

  • Research prospect organizations, industries, business trends, and key decision-makers to identify relevant business challenges and potential areas where Armanino can provide value.

  • Develop a strong understanding of Armanino’s service offerings and value propositions and effectively communicate relevant solutions based on prospect needs.

  • Engage with C-level and other senior-level decision-makers to initiate conversations, understand business needs, and determine appropriate next steps.

  • Qualify inbound and outbound leads based on business need, timing, fit, and potential opportunity, and coordinate appropriate handoffs to Business Development, Account Management, Partners, and service-line leaders.

  • Collaborate with Business Development, Client Management, Firmwide Account Management, Marketing, Partners, and other internal stakeholders to coordinate opportunity pursuits, sales handoffs, and appointment setting.

  • Utilize sales and research tools, including Outreach.io, LinkedIn, PitchBook, ZoomInfo, and CRM, to research prospects, execute outreach, maintain accurate data, and track sales activity and results.

  • Maintain accurate and timely CRM records, including prospect information, outreach activity, meeting outcomes, and opportunity details.

  • Stay informed on market, industry, and business trends and participate in ongoing training to strengthen knowledge of Armanino’s services, industries, and sales processes.

  • Take initiative to continuously develop knowledge of new Armanino services, solutions, and capabilities and apply that knowledge to prospecting and business development activities.

  • Build strong internal relationships and serve as a trusted partner to Business Development, Client Management, Marketing, Partners, and service-line teams to support firmwide growth objectives.

Requirements 

  • Bachelor’s degree in Business, Marketing, Communications, or a related field preferred, or equivalent combination of education and experience.

  • Minimum 1 year of experience in sales development, business development, inside sales, lead generation, client service, or a related role preferred.

  • Demonstrated ability to proactively prospect, initiate conversations, qualify leads, and generate meetings with prospective clients.

  • Strong verbal and written communication skills, with the ability to communicate professionally and confidently with executives and other senior-level decision-makers.

  • Strong interpersonal and relationship-building skills with the ability to establish credibility and rapport with prospects and internal stakeholders.

  • Ability to research organizations, industries, and business challenges and use that information to develop relevant and targeted outreach.

  • Highly organized and disciplined, with the ability to manage multiple prospects, outreach activities, follow-ups, and priorities simultaneously.

  • Comfortable working in a metrics-driven environment and accountable for achieving activity, meeting-generation, pipeline, and other performance goals.

  • Ability to learn and communicate complex professional services and business concepts in a clear and compelling manner.

  • Strong curiosity and willingness to continuously learn about accounting, consulting, technology, tax, and other professional services.

  • Experience using CRM and sales technology platforms; familiarity with tools such as Salesforce/Dynamics, Outreach.io, LinkedIn Sales Navigator, ZoomInfo, or similar platforms preferred.

  • Ability to work collaboratively across multiple teams.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

  

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $88,800 - $102,100. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $97,700 - $112,400. For Northern California residents, the compensation range for this position: $102,100 - $117,400. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

  

Armanino has a robust offering of benefits, including: 

  • Medical, dental, vision

  • Generous PTO plan and paid sick time

  • Flexible work arrangements

  • 401K with Profit Sharing

  • Wellness program

  • Generous parental leave

  • 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Skills Required

  • Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience)
  • Minimum 1 year of experience in sales development, business development, inside sales, lead generation, client service, or related role
  • Demonstrated ability to proactively prospect, initiate conversations, qualify leads, and generate meetings
  • Strong verbal and written communication skills to interact professionally with executives and senior decision-makers
  • Strong interpersonal and relationship-building skills to establish credibility with prospects and internal stakeholders
  • Ability to research organizations, industries, and business challenges to develop targeted outreach
  • Highly organized and disciplined with the ability to manage multiple prospects, outreach activities, follow-ups, and priorities
  • Comfortable working in a metrics-driven environment and accountable for activity, meeting-generation, pipeline, and performance goals
  • Ability to learn and communicate complex professional services and business concepts clearly and compellingly
  • Strong curiosity and willingness to continuously learn about accounting, consulting, technology, tax, and other professional services
  • Experience using CRM and sales technology platforms; familiarity with Salesforce/Dynamics, Outreach.io, LinkedIn Sales Navigator, ZoomInfo, or similar platforms
  • Ability to work collaboratively across multiple teams (Business Development, Client Management, Marketing, Partners, service-line teams)

Armanino LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Armanino LLP and has not been reviewed or approved by Armanino LLP.

  • Leave & Time Off Breadth Self‑managed PTO for exempt staff and paid holidays are part of the package alongside flexible time options. This breadth can elevate overall total‑rewards value when workload allows utilization.
  • Healthcare Strength Medical, dental (including adult orthodontia), and vision plans are available with domestic‑partner eligibility. Access to mental‑health support through an EAP further strengthens coverage.
  • Flexible Benefits A broad benefits menu and flexibility features are highlighted as strengths. Elements such as hybrid schedules and wellness resources can enhance the day‑to‑day experience.

Armanino LLP Insights

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The Company
HQ: San Ramon, CA
2,706 Employees
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business. Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year. We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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