Sales Development Representative 1

PaulHood is transforming the mid-market CPA industry with a new model focused on year-round tax-smart advisory services. They are seeking a Sales Development Representative I to maintain conversion from various lead sources and help identify and qualify new business leads.

Responsibilities:

• Follow-up, engage, and qualify prospective clients for scheduled initial meetings through research, networking, and multi-channel prospecting efforts
• Respond promptly to inbound leads (demo requests, contact forms, referral submissions, partnership submissions) to ensure smooth handoff for qualified opportunities and scheduled meetings
• Maintain high activity output through conducting cold calls, emails, inquiry follow-ups, and other outreach methods to introduce PaulHood’s services and opportunities
• Initiate conversations and build relationships with potential clients to uncover their needs, challenges, and goals
• Present tailored plan services value propositions aligned to prospect needs and goals
• Share detailed notes and context from discovery conversations
• Categorize leads based on readiness to purchase, ensuring they are prioritized and prepared for seamless handoff to the sales team
• Prepare and send contracts and follow-up materials to prospects, ensuring accuracy and timely delivery to help keep prospects engaged and moving forward in the sales funnel
• Handle basic objections confidently and drive urgency to encourage next steps toward closing
• Work closely with sales and marketing teams to adjust outreach and follow-up strategies based on seasonal demand and market trends
• Maintain accurate lead records using PaulHood’s sales technology stack and provide actionable insights into lead quality, conversion trends, and outreach effectiveness
• Partner with the Sales Development Manager to improve lead quality, conversion, and offer suggestions to optimize marketing materials and outreach strategies
• Some travel required - 5% or less per year

Requirements:

• High school diploma or equivalent required
• 6 months of previous experience in a client-facing role, preferably in sales, client experience, or sales/business development
• 1 year in a professional setting, preferred
• Demonstrated ability to maintain focus, accuracy, and drive during high and low volume periods required
• Strong organizational and time management skills are required
• You excel in verbal and written communication and thrive in client-facing interactions
• You have excellent customer service skills and keep the client in mind with all interactions
• You are naturally curious and have a knack for building and nurturing relationships, uncovering needs, and influencing decisions
• You effectively manage multiple leads and prioritize tasks with exceptional attention to detail
• You are self-driven and take initiative, with the ability to work independently and as part of a team
• You have a desire to grow beyond the role and a genuine interest in kicking off a career in sales
• You're flexible and open to coaching and feedback, always striving to improve your skills and performance
• You maintain confidentiality, uphold professionalism, and reliably show up for work and related events
• You excel in high-paced environments and remain calm and focused under stress
• Familiarity with CRM platforms and tracking outreach efforts, preferred