Job Description

Job Title: Business Development Representative (BDR) – CPA Market Focus

Location: Red Bank, NJ or Remote

About SysCloud

SysCloud is a leading SaaS data protection platform that helps organizations back up and secure their critical cloud applications—including QuickBooks Online, Microsoft 365, Google Workspace, and more. Our solutions enable accounting and advisory firms (especially those offering Client Advisory Services) to protect their clients’ financial data, maintain compliance, and quickly recover from data-loss incidents or cyber threats.

Position Overview

We’re seeking a driven, tech-savvy Business Development Representative (BDR) to join our growing team. In this role, you will focus on generating qualified leads within the CPA and accounting sector—primarily small to mid-sized CPA firms, CAS practices, and accounting advisory groups. As the first point of contact, you’ll be responsible for identifying top prospects, engaging them through multi-channel outreach, and setting up high-value appointments for our Sales team.

1. Lead Generation & Prospecting

• Research and identify prospective CPA firms (and relevant decision-makers) that could benefit from SysCloud’s backup, compliance, and data security solutions.
• Maintain an organized pipeline of target accounts using CRM tools and LinkedIn Navigator.

1. Outbound Outreach

• Conduct high-volume outreach via cold calls, emails, and social media (LinkedIn) to introduce SysCloud’s value proposition for CPA firms.
• Personalize messaging to address common pain points in the CPA sector (compliance, data loss, manual re-entry, client retention).

1. Qualifying & Discovery

• Engage prospects to understand their current challenges with QuickBooks data security, compliance requirements, and cloud application backups.
• Qualify leads based on firm size, CAS involvement, data protection needs, and purchasing timeline.

1. Appointment Setting

• Collaborate with Inside Sales or Account Executives to schedule demos and discovery calls with highly qualified prospects.
• Develop trust with prospects by confidently discussing SysCloud’s QBO backup, Data Change Insights, and potential ROI for CPA practices.

1. Collaboration with Marketing & Sales

• Provide feedback on lead quality, messaging effectiveness, and market trends to the Marketing team.
• Share best practices and account insights with Sales to ensure seamless handoff and follow-up.

1. Pipeline & Reporting

• Maintain accurate and up-to-date activities, notes, and prospect data in the CRM (e.g., HubSpot, Salesforce).
• Track daily/weekly outreach metrics (calls, emails, conversion rates) and consistently meet or exceed targets for qualified leads.

1. Continuous Learning

• Stay informed about CPA industry trends, compliance requirements and SysCloud’s evolving product features.
• Regularly attend product training sessions to effectively position SysCloud’s solutions and answer prospect questions.

• Education : Bachelor’s degree in Business, Marketing, Communications, or related field (or equivalent experience).
• Experience : 1–3 years in a BDR , SDR, or inside sales role—preferably targeting B2B SaaS or the accounting/financial services market.
• Industry Exposure : Familiarity with CPA or accounting firm workflows is a plus (e.g., QuickBooks Online, CAS models).
• Communication Skills : Excellent phone, email, and presentation skills. Ability to convey complex topics in a clear, concise manner.
• Tech Savvy : Experience using CRM systems (Salesforce, HubSpot, etc.), LinkedIn Sales Navigator, and sales engagement tools (Salesloft).
• Goal-Oriented : Proven track record of meeting or exceeding targets in lead generation or appointment setting.
• Team Player : Comfortable collaborating with cross-functional teams (Marketing, Sales, Product) to refine outreach and messaging.
• Adaptability : Willingness to iterate on outreach strategy based on feedback, metrics, and changing market dynamics.

• Impact : Play a pivotal role in shaping how CPA firms secure and protect their cloud-based financial data.
• Growth Opportunities : Join a fast-growing SaaS company with ample room for career advancement (e.g., Sr. BDR, Account Executive).
• Culture : Be part of a collaborative, mission-driven team that values innovation, client success, and professional development.
• Competitive Compensation : Base salary plus commission and benefits package, including health, dental, and vision coverage.



How to Apply

If you’re passionate about the CPA industry, enthusiastic about technology, and driven to exceed sales goals, we’d love to hear from you. Please send your resume and a brief note about why you’d be a great fit to [email protected] with the subject line: BDR – CPA Market Focus .

Join us in empowering CPA firms with cutting-edge backup, compliance, and data protection solutions!

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