Sales Development Representative (SDR) – CPA Firm

About the role

We are looking for a motivated Sales Development Representative to join our fast‑growing CPA firm in North Carolina. The SDR will drive lead generation and build lasting client relationships to expand our business.

Key responsibilities

• Identify and contact potential new customers and clients.
• Develop and maintain consistent outreach via phone, email, or in‑person meetings.
• Attend networking events, trade shows and client meetings to generate leads.
• Meet sales objectives and track industry trends for new opportunities.
• Generate and submit sales reports to management.
• Provide outstanding customer service to ensure repeat business.
• Enter, update, and maintain prospect information in the CRM system.

Required profile

• Determined lead generator with strong interpersonal skills.
• Excellent organization, prioritization, time management and communication abilities.
• Team player who contributes positively to company morale.
• Willing to travel within the assigned region for networking and client meetings.
• Ability to maintain security, integrity and confidentiality of sensitive information.

What we offer

• Medical, dental & vision insurance.
• 401(k) retirement plan with company match.
• Paid time off.
• Flexible work schedule.