Sales Development Representative, Tax

Thomson Reuters

Sales Development Representative generating qualified leads for Thomson Reuters’ tax products. Prospecting through calls, email, video, and social media while creating pipeline and sales appointments.

Posted 8/5/2026full-timeAnn Arbor • Minnesota, Missouri, Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in lead generation and prospecting, utilizing customer analytics and CRM tools to drive sales success. Proficient in outbound communication strategies and sales campaign execution to meet and exceed sales goals.

Highest-signal resume keywords

B2B Inside Sales ExperienceOutbound ProspectingSalesforce WorkflowsLead QualificationCustomer Analytics

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationSales CampaignsCRM ProficiencyPredictive MarketingSales Automation

Soft Skills

Time ManagementOrganizational SkillsCommunication SkillsCollaborative OrientationInfluencing Skills

Tools & Technologies

SalesforceMicrosoft OfficeWeb-Based Software Programs

Industry Keywords

B2B SalesB2C SalesCustomer ArchetypesDemand GenerationSales Enablement

About the role

Key responsibilities & impact

Generate qualified leads by prospecting for business opportunities within new and existing clients
Cultivate and nurture prospects from unidentified leads to scored leads with appointments for Account Executives
Make outbound phone calls to customers and prospects to set appointments for sales teams
Identify, generate, and qualify new sales leads using customer analytics, predictive marketing processes, and existing customers
Explain Thomson Reuters products and services to potential clients
Prospect new customers and assigned leads within a pooled resource group
Understand customer archetypes and needs within the relevant subsegment and territory
Identify prospects and acquire contact data
Run sales campaigns, including sequenced email and video campaigns
Use social media to connect with and score potential leads
Provide feedback to Marketing on demand generation campaign effectiveness
Provide feedback to Value Proposition on persona and product packaging effectiveness
Use Salesforce workflows to progress deals
Pilot new sales enablement tools
Track qualifying data in CRM to score leads
Meet goals for pipeline volume, appointments set, pipeline value, revenue from appointments, and lead response time

Requirements

What you’ll need

One or more years of B2B or B2C inside sales experience
Outbound prospecting experience successfully generating new business
Ability to communicate and influence others by phone, email, and video
Strong time management and organizational skills
Proficiency with Microsoft Office, sales automation, CRM, and/or web-based software programs
Goal-oriented and driven to succeed
Technical aptitude for learning products, solving problems, and relating to people
Collaborative/team-player orientation
High school diploma or equivalent required
Four-year degree (BA, BS) preferred

Benefits

Comp & perks

Flex My Way supportive workplace policies for work-life balance
Continuous learning and skill development through Grow My Way programming
Paid leave
Two company-wide Mental Health Days off
Headspace app access
Retirement savings
Tuition reimbursement
Employee incentive programs
Resources for mental, physical, and financial wellbeing
Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Competitive 401(k) plan with company match
Vacation, sick and safe paid time off
Paid holidays, including two company mental health days off
Parental leave
Sabbatical leave
Optional hospital, accident and sickness insurance
Optional life and AD&D insurance
Flexible Spending Accounts
Health Savings Accounts
Fitness reimbursement
Employee Assistance Program
Group Legal Identity Theft Protection benefit
Access to 529 Plan
Commuter benefits
Adoption & Surrogacy Assistance
Employee Stock Purchase Plan
Two paid volunteer days off annually
Opportunities for pro-bono consulting projects and ESG initiatives
Flexible work environments
Inclusion and belonging programs