Job description
This is a remote position.
Sales Development Representative (SDR)
Lead Generation & Appointment Setting Specialist
Location:Costa Rica (Remote)
About Business Financial Group (BFG)
Business Financial Group (BFG) is a growing U.S.-based accounting, tax, and advisory firm serving small business owners throughout the United States.
Our mission is to help business owners reduce taxes, improve profitability, gain financial clarity, and build stronger businesses through proactive accounting, tax, and advisory services.
We are seeking an energetic, results-driven Sales Development Representative (SDR) to help expand our pipeline of qualified prospects and generate appointments for our Client Finance Managers and Sales Advisors.
This role is ideal for professionals who enjoy starting conversations, building relationships, prospecting, qualifying opportunities, and helping business owners discover solutions to their accounting, tax, and financial challenges.
Position Summary
The Sales Development Representative (SDR) is responsible for generating qualified appointments for BFG's sales team through outbound prospecting and lead nurturing activities.
The SDR will:
Prospect potential clients
Conduct outbound outreach
Qualify leads
Schedule discovery meetings
Maintain CRM records
Nurture prospects
Support pipeline growth
This is not a closing role.
The SDR's primary objective is to create qualified sales opportunities and schedule appointments for Client Finance Managers and Sales Advisors.
Key Responsibilities
Prospecting & Lead Generation
Research and identify small business owners and decision-makers
Build and maintain prospect databases
Utilize CRM, LinkedIn, referrals, and other lead sources
Identify qualified prospects that fit BFG's ideal client profile
Maintain organized prospect lists and lead records
Outbound Prospecting
Conduct outreach through:
Cold calling
Email campaigns
LinkedIn messaging
Text messaging
Referral follow-up
The objective is to initiate conversations with business owners and determine whether BFG's services may provide value to their business.
Lead Qualification
Conduct discovery conversations with prospects
Identify business challenges, goals, and service needs
Determine qualification based on BFG guidelines
Gather relevant prospect information
Move qualified prospects to the next stage of the sales process
Appointment Setting
Schedule qualified discovery meetings
Coordinate calendars with Client Finance Managers and Sales Advisors
Confirm appointments
Send reminders and follow-up communications
Help reduce no-show rates
Lead Nurturing
Follow up with prospects not yet ready to schedule
Maintain consistent communication
Execute follow-up sequences
Re-engage inactive opportunities
Keep prospects moving through the sales pipeline
CRM Management
Maintain accurate records in Zoho CRM
Log all prospect interactions
Update lead statuses and notes
Track outreach activities
Maintain follow-up schedules
Performance Reporting
Track and report:
Calls made
Conversations completed
Emails sent
LinkedIn outreach activity
Qualified appointments scheduled
Opportunities generated
Follow-up compliance
Required Qualifications
Minimum 2 years of experience in one or more of the following:
Sales Development Representative (SDR)
Business Development Representative (BDR)
Lead Generation
Appointment Setting
Inside Sales
Outbound Sales
Customer Success
Client Relations
Additional requirements:
Excellent spoken and written English
Strong phone communication skills
Comfortable making outbound calls daily
Strong relationship-building skills
Ability to overcome objections professionally
Strong organizational and time management skills
Ability to work independently in a remote environment
Reliable internet connection and home office setup
Preferred Qualifications
Experience in:
Accounting firms
Tax services
Financial services
Insurance
Mortgage sales
Business consulting
Professional services
B2B sales
Experience using:
Zoho CRM
HubSpot
Salesforce
LinkedIn Sales Navigator
Seamless
Google Workspace
Microsoft Office
Key Success Factors
The ideal candidate:
Enjoys speaking with business owners
Is not afraid of rejection
Maintains a positive attitude
Is highly organized
Follows up consistently
Learns quickly
Has strong self-discipline
Takes ownership of results
Thrives in a KPI-driven environment
Key Performance Indicators (KPIs)
Typical monthly goals may include:
Activity Metrics
1,500–2,000 outbound activities
400–600 outbound calls
500–800 emails
Consistent LinkedIn outreach
Results Metrics
150–250 prospect conversations
50+ qualified appointments scheduled
Qualified opportunities generated
CRM accuracy and compliance
KPIs may be adjusted based on lead sources, campaigns, and territory assignments.
Compensation
Base Salary
Competitive salary based on experience and qualifications.
Performance Incentives
Additional incentives may be available based on:
Qualified appointments generated
Opportunities created
Revenue generated from referred prospects
Achievement of activity and performance goals
Work Schedule
Full-Time
Remote
Must be available during U.S. business hours
Ability to support multiple U.S. time zones
Hiring Process
Step 1 – Online Application
Submit:
Resume (PDF format only)
Salary Expectations
Location Information
Step 2 – Recorded Video Interview
Selected candidates will complete a recorded interview evaluating:
English communication skills
Professional presence
Confidence
Relationship-building ability
Sales aptitude
Step 3 – SDR Skills Assessment
Candidates will complete assessments covering:
Communication Skills
Verbal communication
Business email writing
Sales Skills
Prospect qualification
Objection handling
Appointment setting
Discovery conversations
CRM Skills
Data entry
Activity tracking
Follow-up management
Administrative Skills
Accuracy
Attention to detail
Step 4 – Live Interview
Finalists will participate in a live interview with BFG leadership.
Topics include:
Outbound prospecting experience
Lead generation methodology
Appointment-setting performance
Follow-up discipline
Career goals
Step 5 – Reference Verification
Final candidate references will be verified prior to offer issuance.
Step 6 – Offer & Onboarding
Selected candidates will receive:
Formal offer
Onboarding plan
Training schedule
System access setup
Why Join BFG?
At BFG, you will play a key role in helping small business owners connect with trusted financial and tax advisors while building a rewarding career with a growing international organization.
You will have opportunities for professional growth, performance-based rewards, and advancement as BFG continues to expand throughout the United States.
Application Instructions
Please submit your resume in PDF format only.
Applications with resumes in formats other than PDF may not be considered.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.