Senior Sales Development Representative - Remote Eligible

Senior SDR / Sales Development Assistant

At Huzzle, we connect exceptional talent with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include fast-growing startups and established businesses in SaaS, MarTech, FinTech, and EdTech.

Unlike traditional outsourcing, you'll be placed directly with a client as a core member of their team—giving you real ownership, career progression, and long-term stability.

We are hiring a highly organized and consultative Senior SDR / Sales Development Assistant to support a rapidly scaling legal and advisory business. This role is ideal for someone experienced in selling high-trust, intangible services and managing a high-volume consultation pipeline while maintaining exceptional client communication.

You will be responsible for qualifying inbound and outbound opportunities, scheduling and confirming consultations, following up on proposals, handling objections, collecting payments, and independently closing select estate planning engagements.

This is a client-facing role requiring strong communication skills, CRM discipline, and the ability to navigate sensitive financial and legal conversations with professionalism and empathy.

Key Responsibilities

• Respond to all inbound inquiries within the same business day
• Conduct discovery conversations and qualify prospective clients
• Schedule, confirm, and manage consultations for both service lines
• Maintain a minimum of:
• 15 qualified leads contacted weekly for Tax & Contracts
• 15 qualified leads contacted weekly for FlatRateTrusts.com
• 30 total qualified lead contacts per week
• Ensure at least 12 confirmed consultations completed weekly
• Manage a target of 50 completed consultations per month
• Follow up on 100% of proposals within 48 hours of delivery
• Convert inquiries into signed engagements for estate planning services
• Maintain and update CRM systems daily with accurate pipeline activity
• Coordinate across two active pipelines simultaneously:
• B2B tax and business advisory
• B2C estate planning
• Assist with payment collection and engagement agreement execution
• Handle objections professionally and move opportunities forward confidently
• Collaborate closely with the Managing Attorney and operations team