Sales Development Representative

KeepingCount is seeking a focused and energetic Sales Development Representative (SDR) to drive prospecting and appointment-setting efforts for our growing sales team. This role is perfect for someone who loves outbound outreach, thrives on using tools like ZoomInfo, and excels at engaging potential clients to schedule meetings for senior sales executives. Please note that this is a full-time position, not a contractor role. During the first 90 days, we ask that you align your work hours with your manager's time zone, which includes working some hours during the 10pm-6am night shift Philippine time. After this period, based on your performance, you'll work with your director to create a schedule that includes a four-hour overlap.

The KeepingCount group of companies provides accounting, bookkeeping, tax advisory, and CFO services to businesses in a variety of industry verticals such as real estate, life sciences, e-commerce, and more. We understand the uniqueness of these industries and work with our clients to help create the perfect scope to meet your needs. KeepingCount takes care of all financial and regulatory details so that you, the industry professional, can stay focused on your goals. Why Join Our Team? We know that you have many employment opportunities, however, few can match the unique and rewarding career that KeepingCount offers. We are committed to providing you the following:
• Clear Career Development & Opportunity – We love to promote from within.
• Culture, Comradery, & Community – We believe that work can and should be fun.
• Mission-Driven Values, Meaningful Work – We truly believe in our core values – Conscientious, Gracious, and Discipline – they are what guide us as a company.
• Work/Life Harmony – We are proud to offer flexible work schedules and a work from home opportunity.
• Global Team Experience – We work closely with our international team members who all share our same passion for serving our clients in bookkeeping, accounting, and tax services.

KeepingCount is seeking a focused and energetic Sales Development Representative (SDR) to drive prospecting and appointment-setting efforts for our growing sales team. This role is perfect for someone who loves outbound outreach, thrives on using tools like ZoomInfo, and excels at engaging potential clients to schedule meetings for senior sales executives.

Please note that this is a full-time position, not a contractor role. During the first 90 days, we ask that you align your work hours with your manager's time zone, which includes working some hours during the 10pm-6am night shift Philippine time. After this period, based on your performance, you'll work with your director to create a schedule that includes a four-hour overlap.

Who You Are

You're a self-starter with a passion for outbound prospecting. You're skilled at researching leads, personalizing outreach, and following call scripts to generate appointments. You enjoy working behind the scenes to build the pipeline and enable your sales teammates to close deals.

Key Responsibilities

• Lead Generation & Prospecting
• Use ZoomInfo to identify, research, and organize high-quality outbound lead lists
• Maintain organized and accurate lead records
• Outbound Outreach
• Execute cold email campaigns and follow-ups using pre-approved messaging
• Make cold calls using scripts and objection-handling techniques to secure meetings
• Personalize messaging to highlight specific buying signals, industry trends, and prospect pain points to drive higher engagement and conversion rates
• Track outreach efforts and results in HubSpot CRM
• Appointment Setting
• Schedule qualified sales appointments for Account Executives
• Ensure smooth handoff of prospects with accurate context and notes
• Meet or exceed weekly and monthly outreach and meeting-setting goals
• Contract Management
• Prepare and send contracts for new business using company templates
• Ensure timely delivery and execution of contracts in coordination with the sales team
• Track contract status and maintain accurate documentation in the CRM and contract systems

What You Bring

Experience

• 1–3 years in a sales development or outbound lead generation role
• Experience working with ZoomInfo (or similar prospecting tools) and CRM systems
• Prior experience with email campaign tools or cold calling in a B2B setting

Skills

• Strong verbal and written communication
• Comfortable on the phone and persistent with follow-ups
• Highly organized, disciplined, and data-driven
• Motivated by clear goals and performance metrics

Technical Proficiency

• ZoomInfo (or similar lead database tools)
• CRM: HubSpot preferred
• Email outreach tools (e.g., Apollo, , Mailshake)
• Microsoft Office 365

Why Join KeepingCount?

• Competitive salary, dependent on experience (DOE)
• Opportunities for internal promotions and career growth
• 15 days of paid time off (PTO) annually
• Paid Philippine holidays off
• Medical, dental, and vision insurance offered

About Us

KeepingCount provides high-quality accounting, bookkeeping, tax advisory, and CFO services to clients across real estate, e-commerce, and life sciences. With a remote-first team and a commitment to excellence, we empower our clients—and each other—to focus on what matters most.

$900 - $1,200 per month