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Kgcpa

Sales Development Representative (SDR) - CPA Firm

Charlotte, North Carolina

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hirly's read of this role

Role family
Sales
Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
2 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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

Original posting on Kgcpa's site ↗

Listed on hirly, a job board. hirly is not the employer: Kgcpa is hiring for this role.

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