Sales Development Representative (SDR)

This is a remote position. Sales Development Representative (SDR) Lead Generation & Appointment Setting Specialist Location: Costa Rica (Remote) About Business Financial Group (BFG) Business Financial Group (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States. Our mission is to help business owners reduce taxes, improve profitability, gain financial clarity, and build stronger businesses through proactive accounting, tax, and advisory services. We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of qualified prospects and generate appointments for our Client Finance Managers and Sales Advisors. This role is ideal for professionals who enjoy starting conversations, building relationships, prospecting, qualifying opportunities, and helping business owners discover solutions to their accounting, tax, and financial challenges. Position Summary The Sales Development Representative (SDR) is responsible for generating qualified appointments for BFG's sales team through outbound prospecting and lead nurturing activities. The SDR will: Prospect potential clients Conduct outbound outreach Qualify leads Schedule discovery meetings Maintain CRM records Nurture prospects Support pipeline growth This is not a closing role . The SDR's primary objective is to create qualified sales opportunities and schedule appointments for Client Finance Managers and Sales Advisors. Key Responsibilities Prospecting & Lead Generation Research and identify small business owners and decision-makers Build and maintain prospect databases Utilize CRM, LinkedIn, referrals, and other lead sources Identify qualified prospects that fit BFG's ideal client profile Maintain organized prospect lists and lead records Outbound Prospecting Conduct outreach through: Cold calling Email campaigns LinkedIn messaging Text messaging Referral follow-up The objective is to initiate conversations with business owners and determine whether BFG's services may provide value to their business. Lead Qualification Conduct discovery conversations with prospects Identify business challenges, goals, and service needs Determine qualification based on BFG guidelines Gather relevant prospect information Move qualified prospects to the next stage of the sales process Appointment Setting Schedule qualified discovery meetings Coordinate calendars with Client Finance Managers and Sales Advisors Confirm appointments Send reminders and follow-up communications Help reduce no-show rates Lead Nurturing Follow up with prospects not yet ready to schedule Maintain consistent communication Execute follow-up sequences Re-engage inactive opportunities Keep prospects moving through the sales pipeline CRM Management Maintain accurate records in Zoho CRM Log all prospect interactions Update lead statuses and notes Track outreach activities Maintain follow-up schedules Performance Reporting Track and report: Calls made Conversations completed Emails sent LinkedIn outreach activity Qualified appointments scheduled Opportunities generated Follow-up compliance Required Qualifications Minimum 2 years of experience in one or more of the following: Sales Development Representative (SDR) Business Development Representative (BDR) Lead Generation Appointment Setting Inside Sales Outbound Sales Customer Success Client Relations Additional requirements: Excellent spoken and written English Strong phone communication skills Comfortable making outbound calls daily Strong relationship-building skills Ability to overcome objections professionally Strong organizational and time management skills Ability to work independently in a remote environment Reliable internet connection and home office setup Preferred Qualifications Experience in: Accounting firms Tax services Financial services Insurance Mortgage sales Business consulting Professional services B2B sales Experience using: Zoho CRM HubSpot Salesforce LinkedIn Sales Navigator Seamless Google Workspace Microsoft Office Key Success Factors The ideal candidate: Enjoys speaking with business owners Is not afraid of rejection Maintains a positive attitude Is highly organized Follows up consistently Learns quickly Has strong self-discipline Takes ownership of results Thrives in a KPI-driven environment Key Performance Indicators (KPIs) Typical monthly goals may include: Activity Metrics 1,500–2,000 outbound activities 400–600 outbound calls 500–800 emails Consistent LinkedIn outreach Results Metrics 150–250 prospect conversations 50+ qualified appointments scheduled Qualified opportunities generated CRM accuracy and compliance KPIs may be adjusted based on lead sources, campaigns, and territory assignments. Compensation Base Salary Competitive salary based on experience and qualifications. Performance Incentives Additional incentives may be available based on: Qualified appointments generated Opportunities created Revenue generated from referred prospects Achievement of activity and performance goals Work Schedule Full-Time Remote Must be available during U.S. business hours Ability to support multiple U.S. time zones Hiring Process Step 1 – Online Application Submit: Resume (PDF format only) Salary Expectations Location Information Step 2 – Recorded Video Interview Selected candidates will complete a recorded interview evaluating: English communication skills Professional presence Confidence Relationship-building ability Sales aptitude Step 3 – SDR Skills Assessment Candidates will complete assessments covering: Communication Skills Verbal communication Business email writing Sales Skills Prospect qualification Objection handling Appointment setting Discovery conversations CRM Skills Data entry Activity tracking Follow-up management Administrative Skills Accuracy Attention to detail Step 4 – Live Interview Finalists will participate in a live interview with BFG leadership. Topics include: Outbound prospecting experience Lead generation methodology Appointment-setting performance Follow-up discipline Career goals Step 5 – Reference Verification Final candidate references will be verified prior to offer issuance. Step 6 – Offer & Onboarding Selected candidates will receive: Formal offer Onboarding plan Training schedule System access setup Why Join BFG? At BFG, you will play a key role in helping small business owners connect with trusted financial and tax advisors while building a rewarding career with a growing international organization. You will have opportunities for professional growth, performance-based rewards, and advancement as BFG continues to expand throughout the United States. Application Instructions Please submit your resume in PDF format only . Applications with resumes in formats other than PDF may not be considered. Originally posted on Himalayas