Sales Development Representative (SDR)

About Business Financial Group (BFG) Business Financial Group (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States. Our mission is to help business owners reduce taxes, improve profitability, gain financial clarity, and build stronger businesses through proactive accounting, tax, and advisory services. We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of qualified prospects and generate appointments for our Client Finance Managers and Sales Advisors. This role is ideal for professionals who enjoy starting conversations, building relationships, prospecting, qualifying opportunities, and helping business owners discover solutions to their accounting, tax, and financial challenges. Position Summary The Sales Development Representative (SDR) is responsible for generating qualified appointments for BFG's sales team through outbound prospecting and lead nurturing activities. The SDR will: Prospect potential clients Conduct outbound outreach Qualify leads Schedule discovery meetings Maintain CRM records Nurture prospects Support pipeline growth This is not a closing role. The SDR's primary objective is to create qualified sales opportunities and schedule appointments for Client Finance Managers and Sales Advisors. Key Responsibilities Prospecting & Lead Generation Research and identify small business owners and decision-makers Build and maintain prospect databases Utilize CRM, LinkedIn, referrals, and other lead sources Identify qualified prospects that fit BFG's ideal client profile Maintain organized prospect lists and lead records Outbound Prospecting Conduct outreach through: Cold calling Email campaigns LinkedIn messaging Text messaging Referral follow-up The objective is to initiate conversations with business owners and determine whether BFG's services may provide value to their business. Lead Qualification Conduct discovery conversations with prospects Identify business challenges, goals, and service needs Determine qualification based on BFG guidelines Gather relevant prospect information Move qualified prospects to the next stage of the sales process Appointment Setting Schedule qualified discovery meetings Coordinate calendars with Client Finance Managers and Sales Advisors Confirm appointments Send reminders and follow-up communications Help reduce no-show rates Lead Nurturing Follow up with prospects not yet ready to schedule Maintain consistent communication Execute follow-up sequences Re-engage inactive opportunities Keep prospects moving through the sales pipeline CRM Management Maintain accurate records in Zoho CRM Log all prospect interactions Update lead statuses and notes Track outreach activities Maintain follow-up schedules Performance Reporting Track and report: Calls made Conversations completed Emails sent LinkedIn outreach activity Qualified appointments scheduled Opportunities generated Follow-up compliance Work Schedule Full-Time Remote Must be available during U.S. business hours Ability to support multiple U.S. time zones Hiring Process Step 1 – Online Application Submit: Resume Salary Expectations Location Information Step 2 – Recorded Video Interview Selected candidates will complete a recorded interview evaluating: English communication skills Professional presence Confidence Relationship-building ability Sales aptitude Step 3 – SDR Skills Assessment Candidates will complete assessments covering: Communication Skills Verbal communication Business email writing Sales Skills Prospect qualification Objection handling Appointment setting Discovery conversations CRM Skills Data entry Activity tracking Follow-up management Administrative Skills Accuracy Attention to detail Step 4 – Live Interview Finalists will participate in a live interview with BFG leadership. Topics include: Outbound prospecting experience