TRM CPA has earned the distinction of being ranked 10th in 2024 Accounting Today's Best Accounting Firms to Work For and ranked 1st in 2026 America's Best Workplaces. They are seeking a competitive and driven Sales Development Representative to initiate conversations and engage prospective clients online, contributing directly to a growing sales team.
Responsibilities
- Initiate 100+ outbound conversations daily through Instagram and other digital platforms
- Manage high-volume Instagram conversations generated through automation Tools (Manychat)
- Engage prospective clients using structured messaging frameworks
- Qualify leads based on defined criteria
- Schedule consultations for Business Development Representatives
- Maintain accurate records of outreach and activity within HubSpot CRM
- Meet and exceed weekly and monthly outreach and booking targets
- Collaborate with marketing and sales leadership to improve messaging and conversion rates
- Follow up consistently with prospects to increase booked call volume and show rates
Skills
- Bachelor's degree in business, marketing, communications, or related field (preferred)
- 0–2 years of sales, marketing, customer-facing, or leadership experience
- Strong written communication skills with attention to detail
- Comfortable initiating conversations with new prospects
- Coachable and open to feedback
- Self-motivated and able to manage activity in a metrics-driven environment
- Experience with CRM systems (HubSpot preferred but not required)
- Based in or able to commute to Jupiter, FL (or South Florida remote with occasional in-person meetings)
Benefits
- Health insurance
- Life insurance
- Paid time off
- Dental insurance
- Vision insurance
- Regular team events at travel destinations
Company Overview
We are a CPA firm with a focus on helping small business owners KEEP as much of what they MAKE as possible. It was founded in 2021, and is headquartered in Palm Beach Gardens, Florida, US, with a workforce of 11-50 employees. Its website is https://www.trm.cpa/.