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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and organizational skills while effectively engaging with prospects and managing leads. Proficient in utilizing sales tools to enhance outreach strategies and improve conversion rates.
Highest-signal resume keywords
SalesforceOutreachLinkedIn Sales NavigatorCommunication SkillsGoal-Oriented Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Communication SkillsExcellent Organizational AbilitiesTime ManagementAdaptabilityCollaboration
Tools & Technologies
SalesforceOutreachLinkedIn Sales Navigator
Industry Keywords
SalesBusiness DevelopmentLead GenerationProspectingAccount Management
About the role
Key responsibilities & impact- Research and identify key contacts within accounts, collaborating with marketing and sales teams to create effective outreach strategies.
- Initiate conversations with financial professionals to understand their needs and challenges, positioning Tax.com as a valuable solution.
- Proactively follow up on inbound/outbound leads and strategically prospect new opportunities.
- Engage with prospects through calls and emails, consistently setting up meetings for Account Executives.
- Maintain accurate records of interactions and lead status in Salesforce to ensure smooth handoffs and follow-ups.
- Work closely with cross-functional teams to refine outreach strategies and improve conversion rates.
- No supervisory responsibilities.
Requirements
What you’ll need- A bachelor’s degree or equivalent experience.
- Previous exposure to sales or business development roles, ideally within 6-12 months.
- Familiarity with sales tools like Salesforce, Outreach, and LinkedIn Sales Navigator is advantageous.
- Strong communication skills, both written and verbal, with the ability to engage and persuade.
- Excellent organizational abilities and a talent for managing time effectively in a fast-paced environment.
- A driven and goal-oriented mindset, with a passion for achieving and exceeding targets.
- Willingness to learn, adapt, and contribute to a collaborative team environment.
- Valid driver’s license preferred.
Benefits
Comp & perks- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
- $74,000 On-Target Earnings (uncapped commission)
- $102,000 On-Target Earnings (uncapped commission) for Senior SDR
- $250,000 On-Target Earnings (uncapped commission) for Account Executive
- Training, mentorship, and hands-on development
- Performance-driven promotion and career progression
