Sales Development Representative (SDR)

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 A