What are the responsibilities and job description for the Sales Development Representative position at Forvis Mazars US?
Description & Requirements
The Business Technology Services team helps organizations turn technology into a strategic advantage. With expertise in ERP, CRM, advanced technologies, and managed services, they guide clients through digital transformation to improve efficiency, enhance customer experiences, and gain a competitive edge. Backed by successful implementations and strong partnerships with leading technology providers, they help clients navigate the evolving business technology landscape with confidence.
What You Will Do
The Sales Development Representative (SDR) is responsible for identifying, qualifying, and advancing inbound and outbound sales opportunities. This role acts as the first point of contact for prospective customers and plays a critical role in building a healthy, accurate sales pipeline by ensuring timely follow-up, strong qualification, and high-quality handoff to Sales Executives or Business Development leaders.
The SDR focuses on converting marketing-generated leads into sales-qualified prospects through research, outreach, discovery conversations, and consistent CRM hygiene.
The SDR will support demand development efforts across key BTS solution areas, including, but not limited to, Microsoft Dynamics, NetSuite, Sage Intacct and Trimble Construction One.
Lead Qualification & Outreach
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000 team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
The Business Technology Services team helps organizations turn technology into a strategic advantage. With expertise in ERP, CRM, advanced technologies, and managed services, they guide clients through digital transformation to improve efficiency, enhance customer experiences, and gain a competitive edge. Backed by successful implementations and strong partnerships with leading technology providers, they help clients navigate the evolving business technology landscape with confidence.
What You Will Do
The Sales Development Representative (SDR) is responsible for identifying, qualifying, and advancing inbound and outbound sales opportunities. This role acts as the first point of contact for prospective customers and plays a critical role in building a healthy, accurate sales pipeline by ensuring timely follow-up, strong qualification, and high-quality handoff to Sales Executives or Business Development leaders.
The SDR focuses on converting marketing-generated leads into sales-qualified prospects through research, outreach, discovery conversations, and consistent CRM hygiene.
The SDR will support demand development efforts across key BTS solution areas, including, but not limited to, Microsoft Dynamics, NetSuite, Sage Intacct and Trimble Construction One.
Lead Qualification & Outreach
- Respond promptly to inbound leads from marketing campaigns, webinars, live events, website inquiries, and partner referrals
- Conduct outbound prospecting via phone, email, and social channels to targeted accounts
- Qualify leads using defined criteria (e.g., business need, timing, budget, authority)
- Identify customer challenges and align them to appropriate solutions at a high level
- Schedule discovery calls, product demonstrations, and follow-up meetings for Account Executives or Sales Leaders
- Maintain accurate lead and activity data within Microsoft Dynamics CRM, ensuring pipeline integrity and visibility
- Update lead status, last sales activity date, and next steps consistently Collaboration & Enablement
- Collaborate closely with Sales, Marketing, and Practice Leaders to align on target accounts and messaging
- Coordinate follow-up actions after events, demos, and campaigns
- Support publisher or partner registration processes when applicable (e.g., deal registrations)
- Meet or exceed activity-based KPIs such as calls, emails, conversations, meetings set, and qualified leads
- Contribute to continuous improvement of outreach scripts, templates, and qualification processes
- Maintain a professional, customer-focused approach that reflects the organization's brand and values
- 2-4 years of experience in sales, business development, customer success, or a related role
- Proven ability to manage lead qualification and outreach for multiple solutions or offerings simultaneously, adapting messaging and discovery conversations to different buyer needs and industries.
- Strong written and verbal communication skills and persistence in a target-driven environment.
- Comfort with phone-based and virtual outreach
- Ability to quickly understand business problems and articulate value
- Ability to handle high-volume outreach and manage multiple prospects simultaneously.
- Experience working with CRM systems (Dynamics, Salesforce, HubSpot, or similar preferred)
- Experience in B2B sales, professional services, or technology solutions
- Familiarity with structured sales qualification methodologies
- Understanding of ERP, CRM, cloud, or business software ecosystems
- Ability to thrive in a fast-paced, metrics-driven environment
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000 team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.