Sales Development Representative 1
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AI Summary
The role focuses on identifying, engaging, and qualifying new business leads through multi-channel prospecting and inbound lead management. The representative is responsible for conducting discovery conversations and ensuring a seamless handoff of qualified opportunities to the sales team.
Title: Sales Development Representative I
Reports to: Manager of Membership Development
Location: Remote/Hybrid Eligible
Pay Range: $55k - $65k OTE
About the Role
At PaulHood we are transforming the mid-market CPA industry with an entirely new model. Our year-round tax-smart advisory and guidance plan and services provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm.
Reports to: Manager of Membership Development
Location: Remote/Hybrid Eligible
Pay Range: $55k - $65k OTE
About the Role
At PaulHood we are transforming the mid-market CPA industry with an entirely new model. Our year-round tax-smart advisory and guidance plan and services provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm.
In response to this growth, we are seeking a Sales Development Representative I to help maintain our strong conversion from partnerships, referrals, inbound lead sources and proactively identify, engage, and qualify new business leads, setting the foundation for long-term client relationships. The ideal candidate will have a proven track record in sales or a client-facing, professional setting, excellent communication and research skills, and experience using CRM tools in a high-volume, fast-paced environment.
To do this well, you’ll need to be highly motivated, curious, results-oriented, and comfortable initiating conversations with new prospects from referrals, partnerships, and inbound / outbound lead sources. You’ll also need to be a strong collaborator who can adapt quickly, stay organized across many interactions, and be receptive to valuable feedback and coaching to improve our outreach processes and performance.
What You Will Bring, Do, and Own
- 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.
Who You Are
- 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 are proficient with Microsoft Office Suite and can quickly learn new software and technology.
- 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.
Experience and Education You Will Need
- 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.
- Familiarity with CRM platforms and tracking outreach efforts, preferred.
What’s In It For You
You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most.
In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest.
In addition, our benefits package includes:
+ Commission Opportunities
+ Stock Options
+ Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
+ Paid parental leave
+ Comprehensive Employee Benefits Package
+ 401k Program with Company Matching
+ Paid Volunteer Days
+ Educational/Personal Growth Reimbursement
EEO and Diversity Statement
PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.
At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.
You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most.
In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest.
In addition, our benefits package includes:
+ Commission Opportunities
+ Stock Options
+ Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
+ Paid parental leave
+ Comprehensive Employee Benefits Package
+ 401k Program with Company Matching
+ Paid Volunteer Days
+ Educational/Personal Growth Reimbursement
EEO and Diversity Statement
PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us.
At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.
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