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: