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HomeCompaniesKgcpaSales Development Representative (SDR) - CPA Firm

Sales Development Representative (SDR) - CPA Firm

Kgcpa · Charlotte, North Carolina, 28213, United States · Active · BambooHR

Job facts

FieldValue
CompanyKgcpa
TitleSales Development Representative (SDR) - CPA Firm
Normalized title-
Department / team-
LocationCharlotte, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerBambooHR
Posted / first seen2024-11-11 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Kgcpa.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through BambooHR.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Charlotte.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyKgcpa
Sourcebf9fc0b7-5746-4388-adf3-2869ed6fa340
ATS providerBambooHR

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 ID0dceba007ea2da9e2f4c8dd192689b1802752004
Org IDf02f6979-d8f7-4663-a264-b2f6feaf33cb
Source IDbf9fc0b7-5746-4388-adf3-2869ed6fa340
Board IDbf9fc0b7-5746-4388-adf3-2869ed6fa340
Providerbamboohr
Provider Job Key29
TitleSales Development Representative (SDR) - CPA Firm
Normalized Title
Statusactive
Activeyes
Location TextCharlotte, North Carolina, 28213, United States
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
Region
CityCharlotte
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://kgcpa.bamboohr.com/careers/29
Apply URLhttps://kgcpa.bamboohr.com/careers/29
First Seen At2026-05-30 06:06:08Z
Last Seen At2026-06-06 10:24:22Z
Last Checked At2026-06-06 10:24:22Z
Last Changed At2026-05-30 06:06:08Z
Inactive At
Source Posted At2024-11-11 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=kgcpa/date=2026-06-06/2026-06-06T10-24-21-093Z-9df17a260e616453c8c7988fcae95fe392c2cfead357792b75932dc1b89c6628.json
Event Fields
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  "last_changed_at": "2026-05-30T06:06:08.864Z",
  "active_status": "active"
}
Parsed Structured
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  "location": {
    "raw": "Charlotte, North Carolina, 28213, United States",
    "city": "Charlotte",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:24:22.067Z",
  "launch_scope": {
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    "included": true,
    "location": {
      "raw": "Charlotte, North Carolina, 28213, United States",
      "city": "Charlotte",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
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    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
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    "isRemote": null,
    "location": {
      "city": "Charlotte",
      "state": "North Carolina"
    },
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    "locationType": "0",
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    "departmentLabel": null,
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    "location": {
      "city": "Charlotte",
      "state": "North Carolina",
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      "addressCountry": "United States"
    },
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    "atsLocation": {
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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 &amp; 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>",
    "compensation": null,
    "departmentId": null,
    "locationType": "0",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Sales Development Representative (SDR) - CPA Firm",
    "departmentLabel": "",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Experienced",
    "jobOpeningShareUrl": "https://kgcpa.bamboohr.com/careers/29",
    "employmentStatusLabel": "Full-Time"
  }
}
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GET https://api.bluedoor.sh/job-postings/v1/orgs/f02f6979-d8f7-4663-a264-b2f6feaf33cbJSON
GET https://api.bluedoor.sh/job-postings/v1/sources/bf9fc0b7-5746-4388-adf3-2869ed6fa340JSON
GET https://api.bluedoor.sh/job-postings/v1/jobs/0dceba007ea2da9e2f4c8dd192689b1802752004/eventsJSON