Sales Development Representative (SDR) - CPA Firm

Kohari Gonzalez Oneyear & Brown PLLC
Charlotte NC
2 days ago

Job Description

We are seeking a highly motivated, organized, driven, sales development representative (SDR) to join our fast-growing CPA firm in North Carolina. SDR will be responsible for lead generation - developing and maintaining relationships to create new business and clients for our growing firm.


Ideal Candidate:

  • is a determined lead generator!
  • cultivates long term client relationships - great with people.
  • has superior interpersonal skills and the ability to drive sales growth.
  • has excellent organization, prioritization, time management and communication skills.
  • maintains high levels of communication with all other departments.
  • is a problem solver and offers solutions.
  • contributes positively to company morale and is a team player.
  • willingly exerts extra effort when necessary to get the job done.
  • able to maintain security, integrity and confidentiality of highly sensitive information.
  • able and willing to travel for networking events, trade shows, demonstrations, and client meetings within an assigned geographical region.

Job Duties:

  • Identify and establish contact with potential new customers and clients.
  • Develop and maintain consistent contact with leads via phone call, email, or in-person meetings.
  • Attend events, networking and meetings to identify potential sales leads and make meaningful contact with existing customers.
  • Demonstrate ability to meet sales objectives.
  • Follow industry trends to identify new opportunities for potential sales.
  • Generate and submit sales reports to management.
  • Act as face of company providing outstanding customer service to new and existing clients to ensure repeat business.
  • Function effectively within a collaborative team environment.
  • Prospect new business opportunities with cold calling, emailing, and relationship building.
  • Interact daily with prospects via all contact outlets, including social media.
  • Develop best practices for catering to the target market and converting leads to new clients.
  • Participate in prospecting meetings with internal teams when needed.
  • Enter, update, and maintain CRM system regarding prospects' key information

Benefits Available:


  • Medical, dental & vision insurance
  • 401(k) retirement plan with company match
  • Paid time off
  • Flexible work schedule

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