Home › Companies › Kgcpa › Sales Development Representative (SDR) - CPA Firm
Sales Development Representative (SDR) - CPA Firm
Kgcpa · Charlotte, North Carolina, 28213, United States · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Kgcpa |
| Title | Sales Development Representative (SDR) - CPA Firm |
| Normalized title | - |
| Department / team | - |
| Location | Charlotte, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2024-11-11 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Kgcpa. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Charlotte. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Kgcpa |
| Source | bf9fc0b7-5746-4388-adf3-2869ed6fa340 |
| ATS provider | BambooHR |
Description
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
Full job record
| Job ID | 0dceba007ea2da9e2f4c8dd192689b1802752004 |
| Org ID | f02f6979-d8f7-4663-a264-b2f6feaf33cb |
| Source ID | bf9fc0b7-5746-4388-adf3-2869ed6fa340 |
| Board ID | bf9fc0b7-5746-4388-adf3-2869ed6fa340 |
| Provider | bamboohr |
| Provider Job Key | 29 |
| Title | Sales Development Representative (SDR) - CPA Firm |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Charlotte, North Carolina, 28213, United States |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | — |
| City | Charlotte |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://kgcpa.bamboohr.com/careers/29 |
| Apply URL | https://kgcpa.bamboohr.com/careers/29 |
| First Seen At | 2026-05-30 06:06:08Z |
| Last Seen At | 2026-06-06 10:24:22Z |
| Last Checked At | 2026-06-06 10:24:22Z |
| Last Changed At | 2026-05-30 06:06:08Z |
| Inactive At | — |
| Source Posted At | 2024-11-11 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=kgcpa/date=2026-06-06/2026-06-06T10-24-21-093Z-9df17a260e616453c8c7988fcae95fe392c2cfead357792b75932dc1b89c6628.json |
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"description": "<p><span style=\"color: #222222; font-size: 16px;\">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. </span></p>\n<p><br></p>\n<p><span style=\"color: #222222; font-size: 16px;\">Ideal Candidate:</span></p>\n<ul>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">is a determined lead generator!</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">cultivates long term client relationships - great with people. </span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">has superior interpersonal skills and the ability to drive sales growth.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">has excellent organization, prioritization, time management and communication skills.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">maintains high levels of communication with all other departments.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">is a problem solver and offers solutions.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">contributes positively to company morale and is a team player.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">willingly exerts extra effort when necessary to get the job done.</span><span style=\"color: #2d2d2d; font-size: 16px;\"></span></li>\n<li><span>able to maintain security, integrity and confidentiality of highly sensitive information.</span><span style=\"color: #2d2d2d; font-size: 16px;\"></span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">able and willing to travel for networking events, trade shows, demonstrations, and client meetings within an assigned geographical region.</span><span style=\"color: #2d2d2d; font-size: 16px;\"></span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #222222; font-size: 16px;\">Job Duties:</span></p>\n<ul>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Identify and establish contact with potential new customers and clients.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Develop and maintain consistent contact with leads via phone call, email, or in-person meetings.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Attend events, networking and meetings to identify potential sales leads and make meaningful contact with existing customers.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Demonstrate ability to meet sales objectives.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Follow industry trends to identify new opportunities for potential sales.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Generate and submit sales reports to management.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Act as face of company providing outstanding customer service to new and existing clients to ensure repeat business.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Function effectively within a collaborative team environment.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Prospect new business opportunities with cold calling, emailing, and relationship building.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Interact daily with prospects via all contact outlets, including social media.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Develop best practices for catering to the target market and converting leads to new clients.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Participate in prospecting meetings with internal teams when needed.</span></li>\n<li><span style=\"color: #2d2d2d; font-size: 16px;\">Enter, update, and maintain CRM system regarding prospects' key information</span><br></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #222222; font-size: 16px;\">Benefits Available</span><span style=\"color: #222222; font-size: 16px;\">:</span><span style=\"color: #222222; font-size: 16px;\"><br></span></p>\n<ul>\n<li><span style=\"color: #222222; font-size: 16px;\">Medical, dental & vision insurance</span></li>\n<li><span style=\"color: #222222; font-size: 16px;\">401(k) retirement plan with company match</span></li>\n<li><span style=\"color: #222222; font-size: 16px;\">Paid time off</span></li>\n<li><span style=\"color: #222222; font-size: 16px;\">Flexible work schedule</span></li>\n</ul>",
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