What are the responsibilities and job description for the Business Development Representative (BDR) position at Elevate?
The Company is one of the Southwest’s largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2024, 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico.
AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.
The Sales Development Representative (SDR) plays a critical role in our business development efforts. This individual will focus on prospecting, qualifying leads, and setting discovery calls to drive opportunities into the sales pipeline. The SDR will be a first point of contact for potential clients, creating a solid foundation for successful client relationships.
ESSENTIAL FUNCTIONS
- Prospecting: Research and identify potential clients through various channels (e.g., LinkedIn, industry lists, company, and industry databases). Work with Marketing and Department Heads to deliver outbound campaign touches.
- Lead Qualification: Rapidly respond to inbound leads and qualify them to ensure they meet predefined criteria for target customers.
- Discovery Call Setting: Schedule discovery calls between qualified leads and senior sales or advisory team members.
- HubSpot CRM Management: Accurately document all interactions, activities, and progress in our internal system to ensure seamless team collaboration and visibility.
- Follow-Up and Communication: Execute timely and personalized follow-ups via email, phone, or other tools. Proactive and reactive response to ensure efficient communication.
- Market: Stay informed about emerging industry trends, our ideal clients, client pain points, and strategies to increase touches and credibility.
KNOWLEDGE AND SKILLS
- Proficiency in sales tools and software (CRM systems, sales analytics, presentation software)
- Basic understanding of digital marketing and e-commerce platforms
- Knowledge of the Sales Process and Forecasting Methodology
- Metrics-driven vocabulary for updates
- High level of personal motivation
- Familiarity with AICPA professional standards
- Ability to win and close business.
- Self-starter with an entrepreneurial spirit
- Resilience in handling objections and setbacks with a solutions-oriented attitude
- Comprehensive knowledge of the industry, market trends, and competitive landscape
- In-depth understanding of the company's products or services and their benefits
- Basic understanding of financial principles (profit and loss statements, budgeting, revenue forecasting)
- Excellent verbal and written communication skills for presenting ideas, negotiating deals, and interacting with clients and team members.
- Active listening skills to understand client needs and team concerns
- Strong problem-solving skills to address challenges and find effective solutions
- Expertise in negotiating contracts and closing deals
QUALIFICATIONS
- High school degree; or equivalent
- 2 years of experience in a sales or business development role, preferably in a professional service or B2B environment
BENEFITS HIGHLIGHTS
Competitive Benefits Package - Our competitive benefits package includes Medical, Dental, Vision, HSA, FSA, Disability Insurance, Life and AD&D Insurance, Supplemental coverage, and 401(k) with employer match.
Employee Wellness - We care about overall employee wellness, offering monthly reimbursements for expenses like gym memberships, training programs, health apps and more.
Time Off - On top of PTO and paid sick time, REDW observes ten (10) paid holidays each year and offers our team members two floating holidays chosen by your department.
Exclusive Perks - Our Access Perks program helps team members maximize budgets with exclusive perks for travel, shopping, and more, offering thousands of discounts with travel and entertainment providers.
Professional Development - We pride ourselves on our entrepreneurial spirit at REDW and so are big fans of learning and development. Our customized Learning Management System (LMS), Spiirall, offers development resources, training, education credits and more for professional and personal betterment.
Remote Worker Allowance - Along with providing essential technology needs, we help equip remote team members to succeed with an annual $150 work-from-home allowance for key gear in their home-offices.
Credentialing & Licensure - Credentialing support, licensing exam bonuses and longevity awards.
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Shift:
- 8 hour shift
Supplemental Pay:
- Commission pay
Ability to Relocate:
- Arizona: Relocate before starting work (Required)
Work Location: In person
Salary : $60,000 - $90,000