Sales Development Representative (SDR) - CPA Firm
kgcpa
| Company | kgcpa |
| Category | Sales |
| Location | Charlotte |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| First seen | 24 Jul 2026 (the employer did not state a posting date) |
| Last verified | 10 Aug 2026 |
| Source | Employer ATS (bamboohr) |
Description
We are seeking a highly motivated, organized, driven, sales development representative (SDR) to join our fast-growing CPA firm in North Carolina. SDR will be responsible for lead generation - developing and maintaining relationships to create new business and clients for our growing firm.
Ideal Candidate:
• is a determined lead generator!
• cultivates long term client relationships - great with people.
• has superior interpersonal skills and the ability to drive sales growth.
• has excellent organization, prioritization, time management and communication skills.
• maintains high levels of communication with all other departments.
• is a problem solver and offers solutions.
• contributes positively to company morale and is a team player.
• willingly exerts extra effort when necessary to get the job done.
• able to maintain security, integrity and confidentiality of highly sensitive information.
• able and willing to travel for networking events, trade shows, demonstrations, and client meetings within an assigned geographical region.
Job Duties:
• Identify and establish contact with potential new customers and clients.
• Develop and maintain consistent contact with leads via phone call, email, or in-person meetings.
• Attend events, networking and meetings to identify potential sales leads and make meaningful contact with existing customers.
• Demonstrate ability to meet sales objectives.
• Follow industry trends to identify new opportunities for potential sales.
• Generate and submit sales reports to management.
• Act as face of company providing outstanding customer service to new and existing clients to ensure repeat business.
• Function effectively within a collaborative team environment.
• Prospect new business opportunities with cold calling, emailing, and relationship building.
• Interact daily with prospects via all contact outlets, including social media.
• Develop best practices for catering to the target market and converting leads to new clients.
• Participate in prospecting meetings with internal teams when needed.
• Enter, update, and maintain CRM system regarding prospects' key information
Benefits Available :
• Medical, dental & vision insurance
• 401(k) retirement plan with company match
• Paid time off
• Flexible work schedule