Title: Sales Development Representative 1 Location: Remote Job Description: Title: Sales Development Representative I Reports to: Manager of Membership Development Location: Remote/Hybrid Eligible Pay Range: $55k - $65k OTE About the Role At PaulHood we are transforming the mid-market CPA industry with an entirely new model. Our year-round tax-smart advisory and guidance plan and services provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm. In response to this growth, we are seeking a Sales Development Representative I to help maintain our strong conversion from partnerships, referrals, inbound lead sources and proactively identify, engage, and qualify new business leads, setting the foundation for long-term client relationships. The ideal candidate will have a proven track record in sales or a client-facing, professional setting, excellent communication and research skills, and experience using CRM tools in a high-volume, fast-paced environment. To do this well, you’ll need to be highly motivated, curious, results-oriented, and comfortable initiating conversations with new prospects from referrals, partnerships, and inbound / outbound lead sources. You’ll also need to be a strong collaborator who can adapt quickly, stay organized across many interactions, and be receptive to valuable feedback and coaching to improve our outreach processes and performance. What You Will Bring, Do, and Own - Follow-up, engage, and qualify prospective clients for scheduled initial meetings through research, networking, and multi-channel prospecting efforts. - Respond promptly to inbound leads (demo requests, contact forms, referral submissions, partnership submissions) to ensure smooth handoff for qualified opportunities and scheduled meetings. - Maintain high activity output through conducting cold calls, emails, inquiry follow-ups, and other outreach methods to introduce PaulHood’s services and opportunities. - Initiate conversations and build relationships with potential clients to uncover their needs, challenges, and goals. - Present tailored plan services value propositions aligned to prospect needs and goals. - Share detailed notes and context from discovery conversations. - Categorize leads based on readiness to purchase, ensuring they are prioritized and prepared for seamless handoff to the sales team. - Prepare and send contracts and follow-up materials to prospects, ensuring accuracy and timely delivery to help keep prospects engaged and moving forward in the sales funnel - Handle basic objections confidently and drive urgency to encourage next steps toward closing. - Work closely with sales and marketing teams to adjust outreach and follow-up strategies based on seasonal demand and market trends. - Maintain accurate lead records using PaulHood’s sales technology stack and provide actionable insights into lead quality, conversion trends, and outreach effectiveness. - Partner with the Sales Development Manager to improve lead quality, conversion, and offer suggestions to optimize marketing materials and outreach strategies - Some travel required - 5% or less per year. Who You Are - You excel in verbal and written communication and thrive in client-facing interactions. - You have excellent customer service skills and keep the client in mind with all interactions. - You are naturally curious and have a knack for building and nurturing relationships, uncovering needs, and influencing decisions. - You effectively manage multiple leads and prioritize tasks with exceptional attention to detail. - You are self-driven and take initiative, with the ability to work independently and as part of a team. - You have a desire to grow beyond the role and a genuine interest in kicking off a career in sales - You’re flexible and open to coaching and feedback, always striving to improve your skills and performance. - You are proficient with Microsoft Office Suite and can quickly learn new software and technology. - You maintain confidentiality, uphold professionalism, and reliably show up for work and related events. - You excel in high-paced environments and remain calm and focused under stress. Experience and Education You Will Need - High school diploma or equivalent required. - 6 months of previous experience in a client-facing role, preferably in sales, client experience, or sales/business development. 1 year in a professional setting, preferred. - Demonstrated ability to maintain focus, accuracy, and drive during high and low volume periods required. - Strong organizational and time management skills are required. - Familiarity with CRM platforms and tracking outreach efforts, preferred. What’s In It For You You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most. In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest. In addition, our benefits package includes: - Commission Opportunities - Stock Options - Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard - Paid parental leave - Comprehensive Employee Benefits Package - 401k Program with Company Matching - Paid Volunteer Days - Educational/Personal Growth Reimbursement EEO and Diversity Statement PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us. At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

Role Description Jetzt suchen wir dich, um unser Wachstum auf das nächste Level zu heben. Als SDR bei Optimind hast du die Möglichkeit, Teil eines schnellwachenden Unternehmens zu werden, das an den neuesten Bereichen von KI forscht und herausragende Anwendungen entwickelt. Du wirst potenzielle Kunden kontaktieren, Demo-Termine vereinbaren und eng mit dem GTM-Team zusammenarbeiten. Wenn du eine Leidenschaft für B2B Vertrieb hast und in einem Umfeld arbeiten möchtest, das Kreativität und persönliches Wachstum fördert, dann bist du bei uns genau richtig. - Proaktives Kontaktieren von potenziellen Kunden im Mid-Market und oberen SMB-Segment per Telefon, Social Media und E-Mail - Vereinbaren von Demo-Terminen zur Präsentation unserer Lösungen - Durchführen von eigenen Outbound-Kampagnen - unterstützt durch Tools, Daten und unser Technik-Team - Enge Zusammenarbeit mit dem GTM-Team, um den Umsatz pro Kunde laufend zu steigern und den Lead-Flow sicherzustellen - Optimierung und Skalierung der Vertriebsprozesse - Analyse und Reporting von KPIs und Optimierung des CRM-Tools (Hubspot) Qualifications - Erfahrung im Vertrieb (vorzugsweise B2B) mit direktem Kundenkontakt - Starke kommunikative Fähigkeiten mit denen du Vertrauen aufbauen kannst, überzeugst und souverän kommunizierst - Niederlagen spornen dich an und motivieren dich kontinuierlich besser zu werden - Du hast Erfahrung mit CRM-Systemen und weißt wie man einen strukturierten Vertriebsprozess durchführt - Du bist offen für Feedback und bereit dich ständig weiterzuentwickeln - Du sprichst Deutsch auf muttersprachlichem Niveau und hast solide Englischkenntnisse Benefits - Eine schnellwachsende Softwarelösung mit klarem Product-Market-Fit - Ein attraktives Gehaltspaket mit Fixgehalt + ungedeckelter Provision - Laufende Weiterbildung durch interne und externe Coachings - Modernste Ausstattung und ein moderner CRM- und Tech-Stack - Ein herausragendes Team mit flachen Strukturen und kurzen Entscheidungswegen - Remote oder hybrides Arbeiten mit modernem Office in zentraler Lage - Schnelle Weiterentwicklung und interne Wachstumschancen Company Description Optimind ist eine Software zur vollautomatisierten Verbesserung von Verkaufsseiten im Internet. Damit sind die Zeiten von mühsamen händischen A/B-Tests vorbei. Optimind analysiert mit einem Klick die Seite, identifiziert Potenziale, validiert Verbesserungen in sauberen A/B-Tests und erhöht laufend die Conversion-Rate – während sich unsere Kunden auf die Marketing-Strategie konzentrieren können.

• Develop and execute strategic territory plans to generate new service revenue opportunities. • Proactively identify, target, and engage prospective customers through outbound prospecting activities including phone, email, social selling, and virtual meetings. • Build and maintain a robust sales pipeline through consistent lead generation and qualification efforts. • Grow contract penetration across the installed base, identifying opportunities to convert competitive accounts, out-of-warranty customers, and Time & Materials customers into Service Agreement customers. • Generate demand for service products by uncovering customer needs, operational challenges, and business objectives. • Qualify inbound and outbound leads and advance opportunities through the sales funnel. • Conduct discovery conversations with customers to understand service requirements and position value-based solutions. • Develop and deliver service proposals, quotations, and presentations that address customer needs and drive contract adoption. • Utilize Salesforce.com to manage pipeline activity, forecast opportunities, document customer interactions, and track sales performance. • Collaborate with Service Marketing to execute targeted campaigns that generate new business opportunities. • Partner with Product Sales Representatives to identify and capitalize on service opportunities associated with instrument placements. • Gather and communicate competitive intelligence, market trends, and customer feedback to support commercial strategy. • Achieve or exceed assigned sales quotas, pipeline targets, and key performance metrics. • Lead negotiations for multi-year Service Agreements. • Lead key account group contract negotiations. • Protect recurring revenue through proactive renewal planning.

• Conduct daily cold calls and outbound outreach to prospective customers • Research and identify potential leads independently using online tools and resources • Build, manage, and maintain an organized sales pipeline • Follow up with prospects through phone calls, emails, and other communication channels • Qualify leads and generate new business opportunities • Maintain accurate records of prospect interactions and sales activities • Collaborate with the team to support ongoing sales and marketing initiatives