Business Development Representative
Core
Prospecting for new business and upsells within the customer base to convert prospects into qualified sales opportunities for a SaaS platform serving accounting firms.
Role type
Business Development Representative (BDR)
Builds
AI-powered practice management software for accounting firms
Domain
SaaS / Accounting / Tax
Deliverable
product features
Required skills
outbound sales, cold calling, email campaigns, social media outreach, CRM management, sales target achievement, customer needs analysis, industry trend analysis, AI tool utilization
Preferred skills
accounting or tax industry experience, workflow/accounting/project management software experience, startup environment experience
Responsibilities
Conduct research to identify and qualify potential upsells and new customers; Proactively reach out to prospects via cold calling, email, and social media; Schedule initial demo/discovery calls for Account Executives; Engage with prospects to understand business needs and position solutions; Collaborate with the sales team to develop sales strategies; Maintain accurate records of sales activities in the CRM.
Seniority
Junior, individual contributor