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Sales Development Representative (SDR)

Remote, USAFull-timePosted 2026-07-28

This is a remote position.

Sales Development Representative (SDR)

reputed company reputed company & Appointment Setting Specialist

Location:Costa Rica (Remote)

About reputed company (BFG)

reputed company (BFG) is a growing U.S.-based reputed company, tax, and advisory firm serving small business owners throughout the reputed company.

Our mission is to help business owners reduce taxes, improve profitability, reputed company financial reputed company, and build stronger businesses through proactive reputed company, tax, and advisory services.

We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of reputed company prospects and generate appointments for our reputed company 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 reputed company, tax, and financial challenges.

Position reputed company

The Sales Development Representative (SDR) is responsible for generating reputed company appointments for BFG's sales team through outbound prospecting and reputed company nurturing activities.

The SDR will:

  • Prospect potential clients
  • Conduct outbound reputed company
  • Qualify leads
  • Schedule discovery meetings
  • Maintain CRM records
  • Nurture prospects
  • Support pipeline reputed company

This is not a closing role.

The SDR's primary objective is to create reputed company sales opportunities and schedule appointments for reputed company Finance Managers and Sales Advisors.

Key Responsibilities

Prospecting & reputed company reputed company
  • Research and identify small business owners and decision-makers
  • Build and maintain prospect databases
  • Utilize CRM, reputed company, referrals, and other reputed company sources
  • Identify reputed company prospects that fit BFG's ideal reputed company profile
  • Maintain organized prospect lists and reputed company records

Outbound Prospecting

Conduct reputed company through:

  • Cold calling
  • Email campaigns
  • reputed company messaging
  • Text messaging
  • Referral follow-up

The objective is to initiate conversations with business owners and determine whether BFG's services may reputed company value to their business.

reputed company Qualification
  • Conduct discovery conversations with prospects
  • Identify business challenges, goals, and service needs
  • Determine qualification based on BFG guidelines
  • reputed company relevant prospect information
  • reputed company reputed company prospects to the next stage of the sales process

Appointment Setting
  • Schedule reputed company discovery meetings
  • Coordinate calendars with reputed company Finance Managers and Sales Advisors
  • Confirm appointments
  • Send reminders and follow-up communications
  • Help reduce no-show rates

reputed company Nurturing
  • Follow up with prospects not yet reputed company to schedule
  • Maintain consistent communication
  • Execute follow-up sequences
  • Re-engage inactive opportunities
  • reputed company prospects moving through the sales pipeline

CRM Management
  • Maintain accurate records in Zoho CRM
  • Log reputed company prospect interactions
  • Update reputed company statuses and notes
  • reputed company reputed company activities
  • Maintain follow-up schedules

Performance Reporting

reputed company and report:

  • Calls made
  • Conversations completed
  • Emails reputed company
  • reputed company reputed company activity
  • reputed company appointments scheduled
  • Opportunities generated
  • Follow-up compliance

Required Qualifications

Minimum 2 years of experience in one or more of the following:

  • Sales Development Representative (SDR)
  • Business Development Representative (BDR)
  • reputed company reputed company
  • Appointment Setting
  • Inside Sales
  • Outbound Sales
  • reputed company
  • reputed company Relations

Additional requirements:

  • Excellent spoken and written English
  • Strong phone communication skills
  • Comfortable making outbound calls daily
  • Strong relationship-building skills
  • Ability to overcome objections professionally
  • Strong organizational and time management skills
  • Ability to work independently in a remote environment
  • Reliable internet reputed company and home office setup

Preferred Qualifications

Experience in:

  • reputed company firms
  • Tax services
  • Financial services
  • Insurance
  • Mortgage sales
  • Business consulting
  • reputed company services
  • B2B sales

Experience using:

  • Zoho CRM
  • reputed company
  • reputed company
  • reputed company Sales Navigator
  • Seamless
  • reputed company Workspace
  • reputed company Office

Key reputed company Factors

The ideal candidate:

  • Enjoys speaking with business owners
  • Is not afraid of rejection
  • Maintains a reputed company attitude
  • Is highly organized
  • Follows up consistently
  • Learns quickly
  • Has strong self-discipline
  • Takes ownership of results
  • Thrives in a KPI-driven environment

Key Performance Indicators (KPIs)

Typical monthly goals may include:

Activity Metrics
  • 1,500–2,000 outbound activities
  • 400–600 outbound calls
  • 500–800 emails
  • Consistent reputed company reputed company

Results Metrics
  • 150–250 prospect conversations
  • 50+ reputed company appointments scheduled
  • reputed company opportunities generated
  • CRM accuracy and compliance

KPIs may be adjusted based on reputed company sources, campaigns, and territory assignments.

Compensation

reputed company Salary

Competitive salary based on experience and qualifications.

Performance Incentives

Additional incentives may be available based on:

  • reputed company appointments generated
  • Opportunities created
  • reputed company generated from referred prospects
  • Achievement of activity and performance goals

Work Schedule
  • Full-Time
  • Remote
  • Must be available during U.S. business hours
  • Ability to support multiple U.S. time zones

Hiring Process

reputed company 1 – Online Application

Submit:

  • Resume (PDF format only)
  • Salary Expectations
  • Location Information

reputed company 2 – Recorded Video Interview

Selected candidates will complete a recorded interview evaluating:

  • English communication skills
  • reputed company reputed company
  • Confidence
  • Relationship-building ability
  • Sales aptitude

reputed company 3 – SDR Skills Assessment

Candidates will complete assessments covering:

Communication Skills
  • Verbal communication
  • Business email writing

Sales Skills
  • Prospect qualification
  • reputed company handling
  • Appointment setting
  • Discovery conversations

CRM Skills
  • Data entry
  • Activity tracking
  • Follow-up management

Administrative Skills
  • Accuracy
  • Attention to detail

reputed company 4 – Live Interview

Finalists will participate in a live interview with BFG leadership.

Topics include:

  • Outbound prospecting experience
  • reputed company reputed company methodology
  • Appointment-setting performance
  • Follow-up discipline
  • Career goals

reputed company 5 – Reference Verification

Final candidate references will be verified prior to offer issuance.

reputed company 6 – Offer & reputed company

Selected candidates will receive:

  • Formal offer
  • reputed company plan
  • Training schedule
  • System reputed company setup

Why Join BFG?

At BFG, you will play a key role in helping small business owners connect with trusted financial and tax advisors while building a rewarding career with a growing international organization.

You will have opportunities for reputed company reputed company, performance-based rewards, and advancement as BFG continues to expand throughout the reputed company.

Application Instructions
  • Please submit your resume in PDF format only.
  • Applications with resumes in formats other than PDF may not be considered.

Originally posted on Himalayas

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