Sales Development Representative - Eide Bailly LLP

Job Description

Location: Anywhere in continental US (preference for areas where Eide Bailly has business development support)

Work Arrangement: Remote

Typical Day in the Life

A typical day as a Sales Development Representative (tax-focused) might include:

• Lead Generation: Identify and research potential clients through various channels, including cold calling, email campaigns, social media, and networking events.
• Prospecting: Reach out to potential clients to introduce our services, understand their needs, and qualify them as potential leads.
• Relationship Building: Develop and maintain strong relationships with prospects to qualify them for the sales funnel.
• Appointment Setting: Schedule meetings and appointments for the sales team with qualified leads.
• Product Knowledge: Maintain a deep understanding of our firm’s services, with a special emphasis on our federal and specialty tax services, and be able to effectively communicate the value propositions to potential clients.
• CRM Management: Accurately record and manage all lead and prospect interactions in the CRM system, ensuring up-to-date and organized records.
• Market Research: Stay informed about industry trends, competitive landscape, and market conditions to identify new opportunities.
• Collaboration: Work closely with the sales team and tax leaders to develop and execute targeted outreach strategies and campaigns.
• Performance Metrics: Meet or exceed monthly and quarterly targets for lead generation, qualified leads, and appointments set.

Who You Are

• Must have 3+ years of experience in a sales development focused in tax consulting or similar professional services firm
• Bachelor’s degree in Business, Marketing, or a related field is preferred.
• Excellent communication and interpersonal skills, with a proven ability to build and maintain relationships.
• Highly self-motivated and results-driven, with a strong work ethic and a passion for sales.
• Proficiency in CRM software (e.g., Salesforce, MS Dynamics) and other sales tools. Familiarity with MS Office Suite (Word, Excel, PowerPoint).
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
• Strong collaboration skills and the ability to work effectively with cross-functional teams.

Culture at Eide Bailly 

Integrity. Meaningful Relationships. People. Authenticity. Trust. That’s how we work. 

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. We’re focused on building a collaborative workplace based on integrity, authenticity, and support for one another. You’ll find opportunities for education and career growth, a team dedicated to your growth and success, and benefits that put you and your family’s needs first. Hear what our employees have to say about working at Eide Bailly.  

Compensation: 

Base salary $70,000 - $90,000 + competitive commission structure

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. 

Benefits 

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.  

Next Steps 

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.  

For extra assistance in your job search journey, explore EB Career Resources—a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. 

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. 

Must be authorized to work in the United States without visa sponsorship now or in the future.

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