• Own the full sales cycle from initial outreach through close • Manage a pipeline of 10–20+ active opportunities simultaneously • Run structured discovery focused on: • call volume and abandonment • scheduling inefficiencies • staffing constraints • after-hours revenue leakage • Quantify ROI using customer-specific data (not generic assumptions) • Deliver workflow-based demos (not feature walkthroughs) • Drive deals forward through clear customer-owned next steps • Maintain strict pipeline discipline in CRM • Partner with leadership and technical resources to close deals efficiently

Role Description We’re hiring a Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals. This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for: - Prospecting - Outreach - Discovery calls - Closing smaller deals While working closely with the service delivery team for onboarding. Responsibilities - Prospecting & Research - Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate) - Build lead lists using LinkedIn, directories, and prospecting tools - Understand industry-specific pain points to tailor outreach - Multi-Channel Outreach & Lead Generation - Execute outreach via email, cold calls, LinkedIn, and social platforms - Engage prospects in conversations and move them toward discovery calls - Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound - Discovery, Qualification & Closing - Conduct discovery calls using frameworks like BANT or MEDDIC - Identify client needs and present relevant solutions - Run demos and walkthroughs using tools like Digits - Handle objections, create proposals, and close deals independently - Pipeline Management & Follow-Ups - Maintain consistent follow-ups to nurture leads - Track all interactions and deal stages in CRM - Ensure no opportunities are lost due to lack of follow-up - Reporting & Performance Tracking - Track outreach, conversions, ad performance, and pipeline metrics - Maintain CRM hygiene with accurate notes and updates - Provide weekly performance insights and reports Qualifications - You’ve sold accounting, bookkeeping, or financial services before - You can run discovery calls and close deals independently - You’re comfortable balancing outbound outreach + inbound lead handling - You are results-driven and thrive in a performance-based environment - You take ownership of pipeline, not just activity Requirements - Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services - Experience conducting discovery calls and closing deals - Familiarity with CRM tools (HubSpot, Salesforce, or similar) - Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator) - Strong communication skills (written + verbal) - Ability to manage full sales cycle from prospecting to close Ideal Experience (Nice-to-Have) - Experience selling into SMBs or service-based businesses - Familiarity with tools like GoHighLevel or Digits - Experience running or supporting paid social campaigns - Understanding of accounting workflows or financial operations Interview Process - Initial Screening Call - Recruiter Interview - Client Interview - Offer & Onboarding

• Hunts within defined territory to prospect and win net new small to medium business customers. • B2Bs are also responsible to ramp and onboard net new won accounts to further expanding our customer base. • It is a high velocity sales position that leverages a prioritized call list to drive prospect engagement remotely by phone, video, face to face, and utilizing digital tools. • Exhibit effective appointment setting skills and set the required number of appointments each week with the correct decision makers. • Effective Selling Skills. • Utilizing professional selling skills. • Discover prospects incremental and programmatic needs. • Effectively communicates Staples value propositions, capabilities, products and assortments including all categories. • Capable of overcoming objections and closing the sale. • Utilize prescribed selling tools to prioritize activities and drive efficiency, as well as to document customer engagement and information (ex: Priority List, Tenfold, SFDC). • Internal Partnerships: Effectively work with customer support/set up teams and category specialists to progress deals forward to closed won. • Implements and ramps wins driving compliance to new account/program. • Expertise of prospect industry buying process’ and ability to support product selection and standardization. • Create sticky accounts which will continue to purchase from Staples. • Integrates feedback from prospects into their sales approach. • New customer assortment and pricing. • Internal Teaming: Individual will need to communicate and work closely with Category Specialists, and Support teams. • Customer Communications: Individual is responsible to communicate with prospects daily in person and face to face in a professional manner.

• Develop, service, and maintain a base of local clients • Analyze, develop, and present market research and advertising proposals • Work with various internal departments to meet client needs • Complete required documentation for contracts and advertising schedules • Seek new customers through prospecting