Business Financial GroupRemote
Business Development Representative (BDR)
United States of America
Full Time
3 days ago
No H1B
Key skills
Lead GenerationAppointment SettingSales DevelopmentCustomer SuccessClient RelationsInside SalesZoho CRMSalesforceHubSpotLinkedIn Sales NavigatorGoogle WorkspaceMicrosoft OfficeCRMCommunicationSales
About this role
Business Financial Group (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States. They are seeking an energetic and results-driven Business Development Representative (BDR) to help expand their pipeline of qualified prospects and generate appointments for their sales team.
Responsibilities:
- Prospect potential clients
- Conduct outbound outreach
- Build relationships
- Qualify leads
- Schedule discovery meetings
- Maintain CRM records
- Support pipeline growth
- Build and maintain prospect databases
- Research small business owners and decision-makers
- Identify qualified prospects through various sources
- Maintain organized lead lists within CRM
- Conduct outreach through: Phone calls, LinkedIn messaging, Email campaigns, Text messaging, Referral follow-up
- Qualify prospects based on BFG guidelines
- Schedule appointments for Client Finance Managers and Sales Advisors
- Confirm appointments
- Reduce no-show rates
- Conduct appointment reminders and follow-ups
- Update Zoho CRM accurately
- Record all prospect communications
- Track outreach activities
- Maintain pipeline data
- Monitor follow-up schedules
- Follow up with prospects who are not ready to schedule immediately
- Maintain consistent communication
- Keep prospects engaged until they are ready for a discovery meeting
- Track and report: Calls made, Conversations held, Emails sent, LinkedIn outreach activity, Appointments booked, Qualified opportunities generated
Requirements:
- Minimum 2 years of experience in one or more of the following: Business Development, Lead Generation, Appointment Setting, Sales Development, Customer Success, Client Relations, Inside Sales
- Excellent spoken and written English
- Strong phone communication skills
- Ability to build rapport quickly
- Comfortable making outbound calls
- Strong organizational skills
- Ability to work independently
- Experience working remotely
- Experience in: Professional services, Accounting firms, Financial services, Insurance, Mortgage sales, Business consulting, B2B sales
- Experience using: Zoho CRM, Salesforce, HubSpot, LinkedIn Sales Navigator, Google Workspace, Microsoft Office