Sales Development Representative (SDR)

Overview

We are recruiting on behalf of our client for a Sales Development Representative (SDR). Our client is a leading provider of cost segregation studies and real estate tax strategies in the United States, helping property owners accelerate depreciation and unlock significant tax savings. This is a fully remote, outbound-focused role in which you will be responsible for identifying and qualifying prospects, managing pipeline activity, and setting appointments for senior Account Managers. You will work aligned to US Eastern Standard Time (EST) business hours and be expected to operate with a high degree of professionalism, discipline, and consistency.

Key Responsibilities

• Conduct 80–100 outbound calls per day to prospect and qualify leads using approved scripts and messaging frameworks
• Qualify prospects based on established criteria, identify buying signals and objections, and set appointments for Account Managers
• Manage all lead activity, follow-ups, and pipeline progression accurately within HubSpot, ensuring records are complete and up to date
• Log call notes, tag and disposition leads correctly in HubSpot and Ringover, and ensure all next steps are clearly documented
• Review available prospect and property information before each call to deliver relevant, personalized outreach
• Provide Account Managers with detailed handoff notes, including prospect context, objections, and buying signals, to maximize appointment outcomes
• Share prospect feedback and common objections with the broader sales team to support continuous improvement

Requirements

• Matric (Grade 12) as a minimum; a National Diploma or BCom in Business, Marketing, or a related field is advantageous
• 1–2 years of experience in outbound B2B sales, lead generation, or appointment setting
• Strong spoken and written English, with a clear, professional, and neutral to North American accent preferred
• Comfortable working US Eastern Standard Time (EST) hours on a fully remote basis
• Own reliable equipment meeting the following minimum specifications: Intel Core i5 12th Gen, Apple M2, or AMD Ryzen 5 5000 series or newer; 16GB RAM; 512GB SSD
• Stable fiber internet connection with a minimum of 100 Mbps upload and download speed, Ethernet connection preferred, and a backup power solution such as a UPS or inverter

Preferred Experience

• Prior experience in financial services, real estate, or tax-related outbound sales environments
• Hands-on experience working with HubSpot CRM for pipeline management and lead tracking
• Familiarity with softphone or dialer tools such as Ringover or similar platforms
• Experience working in a metric-driven environment with daily call targets or KPIs

Key Competencies

• Strong communication skills
• High attention to detail
• Strong organizational skills
• Ability to work independently
• Professionalism and reliability