Part-Time Inbound Sales Development Representative

Job Description We are a U.S.-based accounting and tax advisory firm seeking a professional and reliable Inbound Sales Development Representative to qualify prospective clients, explain our service packages, confirm interest, and move qualified leads to the appropriate next step. Leads come in through automatically scheduled calendar appointments, website inquiries, and email. Your role will be to review new inquiries, respond promptly, understand each prospect’s needs, explain the service package that best fits their situation, and confirm whether they are interested in moving forward. This is a long-term, part-time remote opportunity requiring approximately 20 hours per week. The candidate must be available during agreed-upon U.S. Eastern Time business hours. Key Responsibilities Monitor and respond to new leads received through email, website inquiries, and the calendar Review appointments automatically booked onto the calendar Respond promptly to inbound email inquiries Contact scheduled prospects to confirm attendance and gather basic information Conduct qualification conversations by phone, email, text, or video Understand the prospect’s needs, urgency, budget, and timeline Determine which service package best fits the prospect’s situation Clearly explain package features, pricing, process, and next steps Confirm whether the prospect is interested in moving forward Route interested prospects to the appropriate consultation or service Follow up with leads who inquire but do not schedule Re-engage missed appointments and no-shows Address basic service questions and common sales objections Maintain accurate CRM notes, lead statuses, and follow-up tasks Send appointment reminders and preparation instructions Escalate technical tax questions to a CPA or tax professional Help improve response time, appointment show rates, and lead-to-client conversion Important Role Boundaries This is a sales and qualification role, not a tax-advisory position. The SDR may: Explain available service packages Discuss pricing and what is included Ask qualification questions Help prospects identify the appropriate service level Confirm interest and explain the next step Respond to common process and billing questions The SDR may not: Provide tax advice Recommend tax strategies Interpret tax laws Estimate tax savings Guarantee results Answer technical tax questions without guidance Required Qualifications Excellent spoken and written English Clear, professional, and easily understood phone presence At least one year of experience in SDR, inbound sales, lead qualification, appointment setting, or inside sales Experience speaking with U.S.-based prospects or customers Comfortable explaining service packages and pricing Able to ask direct qualification questions and confirm buying interest Strong objection-handling and follow-up skills Organized and consistent with CRM documentation Reliable computer, professional headset, stable internet connection, and quiet workspace Available approximately 20 hours per week Able to work during agreed-upon U.S. Eastern Time business hours High level of integrity, discretion, and professionalism Preferred Experience Accounting, finance, legal, insurance, consulting, SaaS, or other professional services Selling or explaining multiple service packages Inbound lead qualification Booking or managing paid consultations Calendar management and appointment confirmation Reducing no-shows Experience with HubSpot, Salesforce, ActiveCampaign, TaxDome, Calendly, or similar systems Compensation and Schedule $8–$12 USD per hour, depending on experience Approximately 20 hours per week Long-term remote opportunity Schedule must overlap with U.S. Eastern Time business hours Potential performance incentives based on qualified opportunities, confirmed service interest, or completed client enrollments Performance incentives will not be based solely on the number of appointments booked. Paid Trial Selected candidates will complete an initial paid trial of approximately five hours. The trial may include: Reviewing our service packages and qualification process Completing mock qualification calls Matching sample prospects with the appropriate service package Explaining pricing and package features Confirming interest Handling common objections Following up with sample leads Entering notes and follow-up tasks in a test CRM How to Apply Please include the following in your proposal: Your location and time zone Your desired hourly rate A brief summary of your SDR, lead qualification, or sales experience The types of U.S.-based customers you have worked with Your experience explaining service packages or pricing Any available performance metrics, including conversion rates, show rates, appointments handled, or sales generated The specific days and hours you are available each week Confirmation that you can work approximately 20 hours per week during U.S. Eastern Time business hours A short application video Application Video Please submit a two-to-three-minute video in English answering the following: Tell us about your sales and lead-qualification experience. What types of U.S.-based customers have you worked with? Describe your experience explaining service packages and pricing. How would you determine which package is appropriate for a prospect? How would you respond if a prospect requested detailed tax advice? How would you confirm whether a prospect is genuinely interested in moving forward? Why are you interested in a long-term, part-time role with our company? Please begin your proposal with the words “Qualified Inbound SDR.” Applications without the requested video will not be considered.