Sales Development Representative
SVA Certified Public Accountants, S.C.
Sales Development Representative
Are you energized by connecting with people, opening doors, and creating new business opportunities? Do you enjoy turning conversations into relationships and thrive in a fast-paced, collaborative environment?
SVA is looking for an onsite Sales Development Representative (SDR) to join our growing Business Development team in Madison, Wisconsin. In this newly created role, you'll be at the forefront of our firm's growth strategyintroducing prospective clients to SVA's accounting, tax, advisory, and consulting services while partnering closely with firm leadership and subject matter experts.
SVA is an independent professional services firm providing accounting, tax, assurance, and advisory services to closely held and family-owned businesses. We believe strong relationships drive lasting successfor our clients and our people. Our collaborative culture encourages innovation, continuous learning, and professional growth while maintaining the personalized service that has defined SVA for decades.
As our Sales Development Representative, you'll generate qualified business opportunities through thoughtful outreach, relationship development, and strategic follow-up.
Drive new business conversations by:
- Executing targeted outreach through email, phone, LinkedIn, and digital sales campaigns.
- Responding promptly to inbound leads generated through marketing campaigns, referrals, events, and website activity.
- Researching prospective clients and personalizing outreach to increase engagement and response rates.
- Building targeted prospect lists using ZoomInfo, LinkedIn Sales Navigator, and other prospecting tools.
- Monitoring prospect engagement and adjusting outreach strategies based on activity and interest.
Support industry events & conferences by:
- Coordinating logistics for conferences and trade shows, including booth materials, shipping, setup, and follow-up.
- Representing SVA professionally at local and national industry events.
- Capturing and qualifying event leads while ensuring timely entry into HubSpot.
- Coordinating post-event outreach campaigns that maximize lead conversion.
- Scheduling meetings with prospective attendees before conferences.
- Ability to travel up to 20% to attend to conferences as needed may be required.
Qualify opportunities by:
- Conducting discovery conversations to understand business needs and determine alignment with SVA's services.
- Identifying key decision-makers and influencers within target organizations.
- Evaluating opportunities and maintaining accurate prospect information within HubSpot.
Create seamless handoffs by:
- Scheduling introductory meetings for Business Development leaders and subject matter experts.
- Providing detailed meeting notes and prospect insights to ensure successful transitions.
- Supporting prospects throughout the early stages of the sales process.
Manage the pipeline by:
- Nurturing early-stage prospects through ongoing communication.
- Re-engaging dormant opportunities when appropriate.
- Maintaining accurate CRM data and consistently documenting outreach activities.
- Sharing market feedback and prospect insights that help improve messaging and campaigns.
Required:
- HS Diploma or equivalent required.
- 13 years of experience in sales development, inside sales, business development, or a similar outbound sales role.
- Excellent written and verbal communication skills.
- Experience using a CRM platform (HubSpot preferred).
- Strong organizational and time management skills with the ability to manage multiple priorities.
- Proficiency with Microsoft Office (Outlook, Excel, Word, Teams).
- Willingness to travel approximately 20% for conferences and industry events.
Preferred:
- Experience using HubSpot for sequences, workflows, reporting, and task management.
- Familiarity with ZoomInfo, LinkedIn Sales Navigator, Lemlist, or similar sales engagement tools.
- Experience selling into B2B organizations or within professional services.
What success looks like:
- Generating a consistent pipeline of qualified meetings for our Business Development team.
- Maintaining accurate, organized CRM data and prospect records.
- Achieving monthly outreach and meeting-generation goals.
- Delivering timely follow-up on marketing, referral, webinar, and event-generated leads.
- Successfully supporting 68 industry conferences each year.
- Building positive relationships that strengthen SVA's reputation and contribute to long-term growth.
Why join SVA?
At SVA, your work has a direct impact on the firm's future. You'll collaborate with experienced professionals across the organization while developing valuable business development skills in a supportive environment.
We offer:
- A highly collaborative and approachable culture
- Direct exposure to firm leadership and industry experts
- Opportunities for professional growth and career advancement
- Competitive compensation and comprehensive benefits
- The opportunity to contribute to a respected, independent firm focused on long-term client relationships
If you're motivated by building relationships, creating opportunities, and making a meaningful contribution to a growing organization, we'd love to hear from you.
Apply today and help shape the future of SVA.
SVA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive workplace where all employees can thrive.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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