Sales Development Representative (SDR)

This is a remote position.

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: