Sales Development Representative

As a Sales Development Representative at Tax.com, you will be instrumental in expanding our client base by identifying and engaging with financial professionals. You will research target accounts, initiate meaningful conversations, and set up qualified meetings for our Account Executives. This role is ideal for a driven individual passionate about sales and eager to contribute to a growing company.

• Research and identify key contacts within target accounts
• Initiate conversations with financial professionals to understand needs
• Proactively follow up on leads and prospect new opportunities
• Set up qualified meetings for Account Executives through calls and emails
• Maintain accurate records in Salesforce
• Collaborate with cross-functional teams to refine outreach strategies