Sales Development Representative

Sales Development Representative

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

The Sales Development Representative (SDR) is responsible for sourcing, qualifying, and creating sales opportunities from inbound and outbound leads - through calls, emails, and LinkedIn messages. The SDR is also responsible for gaining and then providing insight into customer needs and requirements. The end goal is for the SDR to schedule a high-potential discovery meeting with the appropriate Business Development and / or Practice Leadership Team.

Responsibilities

• Source, qualify, and create sales opportunities from inbound and outbound leads - through calls, emails, and LinkedIn messages
• Gain insight into customer needs and requirements
• Route qualified opportunities to the appropriate team member for further development and closure
• Execute a daily call plan to prospects that creates a consistent flow of new opportunities to meet your monthly / yearly goals
• Reach out to and follow up with respondents from a variety of marketing programs to initiate conversation and qualify potential sales opportunities
• Master Baker Tilly's value proposition so you can position the company properly to all prospects
• Master campaign / industry specific value proposition so you can position the offering properly to all appropriate prospects
• Manage and nurture leads accordingly, until they are either qualified as sales-ready or found not a qualified opportunity
• Track and validate all activity thoroughly in Salesforce to support