Sales Development Associate

TRM CPA has earned the distinction of being ranked 10th in 2024 Accounting Today's Best Accounting Firms to Work For and ranked 1st in 2026 America's Best Workplaces!
 

Job description
Are you competitive, driven, and excited about starting conversations that lead to real opportunities? Do you enjoy engaging with people online and being the first touch point in a client’s journey? Are you energized by hitting metrics and contributing directly to a growing sales team? If so, we at TRM CPA would love to chat with you about our Sales Development Associate (DM Setter) role based in Jupiter, Florida.
 

Responsibilities
• Initiate 100+ outbound conversations daily through Instagram and other digital platforms
• Manage high-volume Instagram conversations generated through automation Tools (Manychat)
• Engage prospective clients using structured messaging frameworks
• Qualify leads based on defined criteria
• Schedule consultations for Business Development Representatives
• Maintain accurate records of outreach and activity within HubSpot CRM
• Meet and exceed weekly and monthly outreach and booking targets
• Collaborate with marketing and sales leadership to improve messaging and conversion rates
• Follow up consistently with prospects to increase booked call volume and show rates
 

Requirements
• Bachelor’s degree in business, marketing, communications, or related field (preferred)
• 0–2 years of sales, marketing, customer-facing, or leadership experience
• Strong written communication skills with attention to detail
• Comfortable initiating conversations with new prospects
• Coachable and open to feedback
• Self-motivated and able to manage activity in a metrics-driven environment
• Experience with CRM systems (HubSpot preferred but not required)
• Based in or able to commute to Jupiter, FL (or South Florida remote with occasional in-person meetings)

At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!):

• Integrity – We do what’s right over what is easy
• Ownership – We take initiative and accept responsibility
• Humility – We stay humble and open-minded to new ideas
• Teamwork – We value people over numbers and believe we can go farther by working together
• Positivity – We face challenges with optimism
• Excellence – We go above and beyond in all we do
• Growth – We push the limits of our abilities and strive to be better every day
• Awesomeness – We create fun and a little weirdness
 

Benefits:
• Health insurance
• Life insurance
• Paid time off
• Dental insurance
• Vision insurance
• Regular team events at travel destinations
 

Job Type: Full-time
Salary: $35,000 - $45,000 per year + OTE
Supplemental pay types: Performance-based bonus
Schedule: 8-hour shift, Monday to Friday
Work Location: Jupiter, FL (Preferred) or South Florida Remote