Elevate is hiring for a partner

The Sales Development Representative (SDR) plays a critical role in our business development efforts. This individual will focus on prospecting, qualifying leads, and setting discovery calls to drive opportunities into the sales pipeline. The SDR will be the first point of contact for potential clients, creating a solid foundation for successful client relationships.

ESSENTIAL FUNCTIONS

• Prospecting: Research and identify potential clients through various channels (e.g., LinkedIn, industry lists, company, and industry databases). Work with Marketing and Department Heads to deliver outbound campaign touches.
• Lead Qualification: Rapidly respond to inbound leads and qualify them to ensure they meet predefined criteria for target customers.
• Discovery Call Setting: Schedule discovery calls between qualified leads and senior sales or advisory team members.
• HubSpot CRM Management: Accurately document all interactions, activities, and progress in our internal system to ensure seamless team collaboration and visibility.
• Follow-Up and Communication: Execute timely and personalized follow-ups via email, phone, or other tools. Proactive and reactive response to ensure efficient communication.
• Market: Stay informed about emerging industry trends, our ideal clients, client pain points, and strategies to increase touches and credibility.

KNOWLEDGE AND SKILLS

• Proficiency in sales tools and software (CRM systems, sales analytics, presentation software)
• Basic understanding of digital marketing and e-commerce platforms
• Knowledge of the Sales Process and Forecasting Methodology
• Metrics-driven vocabulary for updates
• High level of personal motivation
• Familiarity with AICPA professional standards
• Ability to win and close business.
• Self-starter with an entrepreneurial spirit
• Resilience in handling objections and setbacks with a solutions-oriented attitude
• Comprehensive knowledge of the industry, market trends, and competitive landscape
• In-depth understanding of the company's products or services and their benefits
• Basic understanding of financial principles (profit and loss statements, budgeting, revenue forecasting)
• Excellent verbal and written communication skills for presenting ideas, negotiating deals, and interacting with clients and team members.
• Active listening skills to understand client needs and team concerns
• Strong problem-solving skills to address challenges and find effective solutions
• Expertise in negotiating contracts and closing deals

QUALIFICATIONS

• High school degree; or equivalent
• 2+ years of experience in a sales or business development role, preferably in a professional service or B2B environment

BENEFITS HIGHLIGHTS

• Competitive Benefits Package - Our competitive benefits package includes Medical, Dental, Vision, HSA, FSA, Disability Insurance, Life and AD&D Insurance, Supplemental coverage, and 401(k) with employer match.
• Employee Wellness - We care about overall employee wellness, offering monthly reimbursements for expenses like gym memberships, training programs, health apps, and more.
• Time Off - On top of PTO and paid sick time, ten (10) paid holidays each year, and offer our team members two floating holidays chosen by your department.
• Exclusive Perks - Our Access Perks program helps team members maximize budgets with exclusive perks for travel, shopping, and more, offering thousands of discounts with travel and entertainment providers.
• Professional Development - We pride ourselves on our entrepreneurial spirit and so are big fans of learning and development. Our customized Learning Management System (LMS), Spiirall, offers development resources, training, education credits, and more for professional and personal betterment.
• Remote Worker Allowance - Along with providing essential technology needs, we help equip remote team members to succeed with an annual $150 work-from-home allowance for key gear in their home offices.
• Credentialing & Licensure - Credentialing support, licensing exam bonuses, and longevity awards.

As an equal-opportunity employer, actively fosters a diverse and inclusive workplace. We encourage all qualified candidates to apply, believing that diversity of perspectives and backgrounds leads to further innovation and success. We do not tolerate any discrimination based on race, color, religion, gender, sexual orientation, national origin, age, disability or other legally protected statuses.