Sales Development Representative (Multiple Openings)

Posted 4 Days Ago
Be an Early Applicant
Dallas, TX
Entry level
Fintech • Consulting
The Role
The Sales Development Representative will research and connect with potential clients, engage with financial professionals, and coordinate outreach strategies with marketing and sales teams to drive the sales pipeline. The role entails proactive follow-up on leads, setting up meetings for Account Executives, and maintaining accurate records of interactions in Salesforce.
Summary Generated by Built In

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

Tax.com is seeking motivated Sales Development Representatives (SDRs) who are eager to contribute to our sales efforts by identifying and connecting with potential clients. Your role will be pivotal in driving our sales pipeline by researching and engaging with financial professionals such as CFOs and accountants. If you thrive in a dynamic environment and have a passion for sales, we want you on our team.

Please note this position is required to sit in our Dallas office 4 days a week. 

Duties and responsibilities, as they align to Tax.com’s Key Results:

  • Research and identify key contacts within accounts, collaborating with marketing and sales teams to create effective outreach strategies. 
  • Initiate conversations with financial professionals to understand their needs and challenges, positioning Tax.com as a valuable solution. 
  • Proactively follow up on inbound/outbound leads and strategically prospect new opportunities. 
  • Engage with prospects through calls and emails, consistently setting up meetings for Account Executives. 
  • Maintain accurate records of interactions and lead status in Salesforce to ensure smooth handoffs and follow-ups. 
  • Work closely with cross-functional teams to refine outreach strategies and improve conversion rates. 

Education and Experience:

  • A bachelor’s degree or equivalent experience. 
  • Previous exposure to sales or business development roles, ideally within 6-12 months. 
  • Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous. 
  • Strong communication skills, both written and verbal, with the ability to engage and persuade. 
  • Excellent organizational abilities and a talent for managing time effectively in a fast-paced environment. 
  • A driven and goal-oriented mindset, with a passion for achieving and exceeding targets. 
  • Willingness to learn, adapt, and contribute to a collaborative team environment. 

Certificates and Licenses:

  • Valid driver’s license preferred.

Supervisory Responsibilities:

  • This job requires no supervisory responsibilities.

Work Environment:

  • Standard indoor working environment.
  • Long periods of time sitting while working at a computer.
  • Regular contact with co-workers via online tools or in person.
  • Remote work allowed.

Equal Opportunity Employer: disability/veteran

Top Skills

Salesforce
The Company
Albuquerque, NM
3,194 Employees
On-site Workplace
Year Founded: 1991

What We Do

Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis.

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

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