Sales Development Representative

Taxwell is a company that helps everyday Americans maximize their tax advantages through innovative software solutions. The Sales Development Representative (SDR) at Drake Software is tasked with identifying and generating new business opportunities by connecting with prospective clients and effectively communicating the value of the company's offerings.

Responsibilities:

• Conduct research to identify potential clients and key decision-makers in target markets
• Utilize various channels (cold calling, email campaigns, social media, etc.) to generate and qualify leads
• Initiate first contact with potential clients to understand their business needs and challenges
• Clearly communicate how Drake Software’s solutions can provide tailored benefits and resolve specific pain points
• Uncover and identify pain points to understand the needs of the prospective customer’s business
• Maintain accurate and up-to-date records of all lead interactions and follow-ups in the CRM system
• Manage and nurture leads through the sales funnel to schedule appointments, demos for the sales team and warm transfers
• Adherence to lead cadence and follow best practices
• Work closely with the sales and marketing teams to develop effective strategies and campaigns
• Provide feedback on market trends, customer needs, and the competitive landscape to refine product positioning and outreach tactics
• Meet or exceed monthly and quarterly targets for lead generation, qualification, and appointment setting
• Continuously track performance and identify areas for improvement to achieve business development goals
• Travel up to 15% of the time to attend trade shows and participate in team events as needed

Requirements:

• 1+ years of experience in sales, lead generation, or business development
• Proven track record of achieving or exceeding sales targets
• Bachelor's degree in Business, Marketing, Communications, or a related field preferred
• 1+ years of experience in sales, lead generation, or business development, preferably in the software or technology industry
• Proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite
• Familiarity with sales automation tools and digital communication platforms
• Excellent communication, negotiation, and interpersonal skills
• Strong analytical skills with the ability to translate data into actionable insights
• Self-motivated, resilient, and results-driven