Houston, Texas, United States · Hybrid
The Role The Business Development Representative (BDR) is a vital member of the marketing and sales team, responsible for qualifying leads and generating opportunities (demos) to support the company's growth initiatives.…
Skills: Lead generation, Inside sales, B2B SaaS, Communication skills, Active listening
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The Business Development Representative is responsible for qualifying leads and generating sales opportunities through outbound and inbound prospecting. They will maintain CRM records, nurture relationships, and collaborate with the sales team to ensure a seamless transition of qualified leads.
Candidates must have 1-3 years of experience in lead generation or inside sales, preferably within a B2B SaaS environment. Strong communication, interpersonal, and organizational skills are essential for success in this fast-paced role.
The Business Development Representative (BDR) is a vital member of the marketing and sales team, responsible for qualifying leads and generating opportunities (demos) to support the company's growth initiatives. The BDR plays a crucial role in identifying potential customers, initiating contact, and nurturing relationships to convert prospects into qualified sales opportunities. This position requires a proactive and results-driven individual with excellent communication skills and a passion for helping businesses succeed.
Identify and research potential leads through various channels, including online research, social media, trade shows, webinars, inbound inquiries, and data enrichment sources.
Build and maintain a database of potential customers and decision-makers within target industries and companies.
Initiate outbound communication with leads via phone calls, emails, videos, and social media to introduce the company's products or services and gauge their interest.
Qualify leads based on criteria such as budget, timeline, and need, and prioritize them for further engagement.
Inbound Prospecting
Assist with inbound strategies (seasonal basis) targeting customer upsells via phone calls, emails, videos, and social media to highlight the company's products or services and gauge their interest.
Engage in conversations with leads to understand their business challenges, needs, and pain points.
Educate leads about the value proposition of the company's offerings and how they can address specific needs.
Maintain ongoing communication with qualified leads to build and strengthen relationships.
Provide relevant content, resources, and information to nurture leads through the sales funnel.
Collaborate closely with the sales team to hand off qualified leads and ensure a seamless transition from marketing to sales.
Provide detailed lead information and insights to help sales professionals tailor their approach.
Keep accurate records of all interactions and lead status in the customer relationship management (CRM) system.
Monitor and update lead profiles to reflect changes in their status or needs.
Meet or exceed key performance indicators (KPIs), such as Opportunity creation targets, SQO’s, conversion rates, outreach activity, and ACV contribution.
Provide regular reports and insights on lead generation and qualification activities.
You are consistently meeting or exceeding monthly, quarterly, and yearly opportunity and activity targets.
Demonstrating measurable improvement in call quality, objection handling, and conversion rates.
Leads are worked quickly, accurately, and consistently across all channels.
Outbound execution is aligned with current messaging, positioning, and GTM priorities.
Sales teams trust opportunities you are creating and it’s translating into closed-won deals.
High-energy with a strong desire to succeed.
1-3 years of proven experience as an MDR/SDR/BDR in lead generation, inside sales, or a related role (preferably B2B SaaS).
Strong communication and interpersonal skills, including active listening and rapport-building abilities.
Self-motivated, results-oriented, and able to work independently.
Familiarity with CRM software and sales automation tools (e.g., Salesforce, HubSpot, Outreach, ZoomInfo, RingLead, Nooks, Qualified, or similar).
Ability to adapt to changing priorities and work in a fast-paced environment.
Excellent time management and organizational skills.
Experience selling into accounting, bookkeeping, or professional services firms.
Experience working closely with Sales, Marketing, and Product teams.
Familiarity with webinar-driven pipeline and marketing-sourced demand
SmartVault is a cloud-based document management and file-sharing solution for small-to-medium-sized businesses, professional accountants, and bookkeepers. In 2017, SmartVault became part of the GetBusy Group, which is AIM-listed and currently trading on the London Stock Exchange. SmartVault continues to operate as a wholly owned subsidiary in the US, but we are now part of a much larger global team with expanded products serving the US, UK, and Australia/New Zealand markets.
SmartVault is a collaborative environment, where the number one goal is to solve problems for our customers. We use data to make informed decisions, and we work hard to be transparent with each other and with our customers. Our ultimate purpose is to make people’s lives better at work, so they can focus on higher-value activities in their business or personal lives. Learn more about our business and our values.
We’re striving to make SmartVault the best place to work in Houston. We work in a relaxed environment that emphasizes work/life balance. Our health benefits are top-notch (we pay 90% of the medical premiums for you AND your dependents!), vacation time is generous, and we encourage community involvement with time off to volunteer. We also offer hybrid remote working. Learn more about our benefits.
We value diversity at SmartVault, and we're committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures and believe that a diverse team helps build the best products, deliver the best services, and tackle the diverse and exciting challenges we face.
We take the security of our business and our duty of care to our customers and their data very seriously, so we need to check that you don’t have any adverse history that could pose a legitimate security risk to our business or customers. To do this, we perform background checks on you if you are offered the job. We will not discriminate unfairly against you based on any information revealed in those checks.
We take data protection very seriously at GetBusy. To find out how we will use your personal data during this application process, please visit GetBusy Applicant Privacy Policy.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Sponsorship is not available at this time.
Connect your tax prep software with a SOC 2 Type 2 compliant document management and client collaboration solution.
SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance. Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place. SmartVault is SOC 2 Type 2 compliant, offering security features that help firms meet IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. SmartVault goes beyond document storage to automate the full tax prep workflow, reducing manual work and saving firms up to 60–90 minutes per return. Designed specifically for accountants, bookkeepers, and financial professionals, SmartVault empowers firms to increase productivity, scale operations securely, and deliver an exceptional client experience — all while improving work-life balance for their teams.
Offices: 600 N Shepherd Dr, Suite 305, Houston, Texas 77007, US
Connect your tax prep software with a SOC 2 Type 2 compliant document management and client collaboration solution.
SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals. Founded in 2008, SmartVault helps firms streamline workflows, enhance client collaboration, and maintain the highest levels of security and compliance. Today, over 3 million users across 30,000+ businesses trust SmartVault to safely store, organize, and share more than 500 million documents worldwide. The platform integrates seamlessly with popular tax and accounting software — including Intuit Lacerte, ProSeries, ProConnect Tax, UltraTax CS, Drake, and CCH — allowing firms to automate client intake, document collection, review, delivery, and long-term storage all in one place. SmartVault is SOC 2 Type 2 compliant, offering security features that help firms meet IRS 4557, FTC Safeguards Rule, and GLBA compliance requirements. SmartVault goes beyond document storage to automate the full tax prep workflow, reducing manual work and saving firms up to 60–90 minutes per return. Designed specifically for accountants, bookkeepers, and financial professionals, SmartVault empowers firms to increase productivity, scale operations securely, and deliver an exceptional client experience — all while improving work-life balance for their teams.
Offices: 600 N Shepherd Dr, Suite 305, Houston, Texas 77007, US
