Sales Development Representative
TRM CPA, Florida, NY, United States
TRM CPA has earned the distinction of being ranked 10th in 2024 Accounting Today's Best Accounting Firms to Work For and ranked 1st in 2026 America's Best Workplaces!
Are you competitive, driven, and excited about starting conversations that lead to real opportunities? Do you enjoy engaging with people online and being the first touch point in a client’s journey? Are you energized by hitting metrics and contributing directly to a growing sales team? If so, we at TRM CPA would love to chat with you about our Sales Development Associate (DM Setter) role based in Jupiter, Florida.
Responsibilities
Initiate 100+ outbound conversations daily through Instagram and other digital platforms
Manage high-volume Instagram conversations generated through automation Tools (Manychat)
Engage prospective clients using structured messaging frameworks
Qualify leads based on defined criteria
Schedule consultations for Business Development Representatives
Maintain accurate records of outreach and activity within HubSpot CRM
Meet and exceed weekly and monthly outreach and booking targets
Collaborate with marketing and sales leadership to improve messaging and conversion rates
Follow up consistently with prospects to increase booked call volume and show rates
Requirements
Bachelor’s degree in business, marketing, communications, or related field (preferred)
0–2 years of sales, marketing, customer-facing, or leadership experience
Strong written communication skills with attention to detail
Comfortable initiating conversations with new prospects
Coachable and open to feedback
Self-motivated and able to manage activity in a metrics-driven environment
Experience with CRM systems (HubSpot preferred but not required)
Based in or able to commute to Jupiter, FL (or South Florida remote with occasional in-person meetings)
At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):
Integrity – We do what’s right over what is easy
Ownership – We take initiative and accept responsibility
Humility – We stay humble and open-minded to new ideas
Teamwork – We value people over numbers and believe we can go farther by working together
Positivity – We face challenges with optimism
Excellence – We go above and beyond in all we do
Growth – We push the limits of our abilities and strive to be better every day
Awesomeness – We create fun and a little weirdness
Health insurance
Life insurance
Paid time off
Vision insurance
Regular team events at travel destinations
Job Type: Full-time
Salary: $35,000 - $42,000 per year + OTE $75k - $90k
Supplemental pay types: Performance-based bonus
Schedule: 8-hour shift, Monday to Friday
Work Location: Jupiter, FL (Preferred) or South Florida Remote
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Are you competitive, driven, and excited about starting conversations that lead to real opportunities? Do you enjoy engaging with people online and being the first touch point in a client’s journey? Are you energized by hitting metrics and contributing directly to a growing sales team? If so, we at TRM CPA would love to chat with you about our Sales Development Associate (DM Setter) role based in Jupiter, Florida.
Responsibilities
Initiate 100+ outbound conversations daily through Instagram and other digital platforms
Manage high-volume Instagram conversations generated through automation Tools (Manychat)
Engage prospective clients using structured messaging frameworks
Qualify leads based on defined criteria
Schedule consultations for Business Development Representatives
Maintain accurate records of outreach and activity within HubSpot CRM
Meet and exceed weekly and monthly outreach and booking targets
Collaborate with marketing and sales leadership to improve messaging and conversion rates
Follow up consistently with prospects to increase booked call volume and show rates
Requirements
Bachelor’s degree in business, marketing, communications, or related field (preferred)
0–2 years of sales, marketing, customer-facing, or leadership experience
Strong written communication skills with attention to detail
Comfortable initiating conversations with new prospects
Coachable and open to feedback
Self-motivated and able to manage activity in a metrics-driven environment
Experience with CRM systems (HubSpot preferred but not required)
Based in or able to commute to Jupiter, FL (or South Florida remote with occasional in-person meetings)
At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):
Integrity – We do what’s right over what is easy
Ownership – We take initiative and accept responsibility
Humility – We stay humble and open-minded to new ideas
Teamwork – We value people over numbers and believe we can go farther by working together
Positivity – We face challenges with optimism
Excellence – We go above and beyond in all we do
Growth – We push the limits of our abilities and strive to be better every day
Awesomeness – We create fun and a little weirdness
Health insurance
Life insurance
Paid time off
Vision insurance
Regular team events at travel destinations
Job Type: Full-time
Salary: $35,000 - $42,000 per year + OTE $75k - $90k
Supplemental pay types: Performance-based bonus
Schedule: 8-hour shift, Monday to Friday
Work Location: Jupiter, FL (Preferred) or South Florida Remote
#J-18808-Ljbffr