Sales Development Representative (Finance & Tax Specialist)
Core
US-market expert SDR driving growth for clients in financial services and tax sectors by conducting outbound calls and generating qualified opportunities.
Role type
Sales Development Representative (SDR)
Builds
Sales pipeline and qualified business opportunities for FinTech and tax clients
Domain
Financial Services / Tax / B2B Sales
Deliverable
product features
Required skills
outbound calling, pipeline management, sales methodology execution, subject matter expertise in finance/tax, CRM proficiency
Preferred skills
tax consultancy experience, accounting services experience, advanced prospecting tools knowledge
Technologies
Salesforce
Responsibilities
Conduct 50+ high-quality outbound calls daily, generate 10+ qualified opportunities monthly, manage pipeline in Salesforce, execute outreach strategies, act as subject matter expert with financial professionals
Seniority
Individual Contributor
