Sales Development Representative (SDR) - Accounting & Financial Services
💼 Sales Development Representative (SDR) – Accounting & Financial Services | Remote | EST Hours
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)
🚀 About the Role
At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline growth and close opportunities within accounting, bookkeeping, and financial services industries.
This is not a traditional appointment-setting SDR role.
You’ll own a larger portion of the sales cycle, including:
- prospecting
- outbound outreach
- discovery calls
- lead qualification
- demos
- proposal discussions
- closing smaller deals
You’ll work closely with service delivery and onboarding teams to ensure smooth client transitions after the sale.
The ideal candidate understands:
- accounting and bookkeeping pain points
- SMB financial operations
- service-based sales
- relationship-driven B2B conversations
If you can confidently run sales conversations end-to-end and thrive in performance-driven environments — this role is a strong fit.
🔥 What You’ll Own
Prospecting & Lead Research
- Identify and research target businesses across industries such as:
- churches
- e-commerce
- construction
- home services
- trucking
- real estate
- Build targeted lead lists using:
- LinkedIn Sales Navigator
- Apollo
- online directories
- prospecting tools
- Research client pain points and tailor outreach messaging accordingly
- Identify decision-makers and high-potential opportunities
Multi-Channel Outreach & Pipeline Generation
- Execute outbound campaigns via:
- cold email
- cold calling
- LinkedIn outreach
- social channels
- Engage prospects in meaningful sales conversations
- Move leads toward discovery calls and conversion
- Support inbound generation through:
- Facebook campaigns
- Instagram campaigns
- lightweight paid social support
- Maintain consistent follow-up cadence to maximize conversion opportunities
Discovery Calls, Qualification & Closing
- Conduct discovery calls using frameworks such as:
- BANT
- MEDDIC
- Identify:
- operational pain points
- accounting challenges
- financial workflow inefficiencies
- Present tailored accounting and financial service solutions
- Run walkthroughs and demos using platforms such as:
- Digits
- CRM tools
- financial workflow systems
- Handle objections confidently and close smaller deals independently
CRM & Pipeline Management
- Maintain organized CRM records in:
- HubSpot
- Salesforce
- or similar platforms
- Track:
- outreach activity
- deal stages
- notes
- follow-up schedules
- Ensure no opportunities are lost due to poor follow-up
- Maintain strong pipeline visibility and reporting accuracy
Reporting & Sales Performance Tracking
- Monitor:
- outreach activity
- response rates
- lead conversion
- pipeline movement
- ad performance
- Provide weekly sales and pipeline reporting
- Identify areas for optimization across outreach and sales processes
📊 What Success Looks Like
- Consistent generation of qualified opportunities
- Strong lead-to-close conversion rates
- Healthy and organized sales pipeline
- Fast and consistent follow-up execution
- High CRM accuracy and reporting quality
- Revenue contribution through closed deals
🧠 What Makes You a Strong Fit
- You’ve sold accounting, bookkeeping, or financial services before
- You’re comfortable running discovery calls independently
- You know how to build trust quickly with SMB owners
- You can balance outbound prospecting with inbound lead handling
- You’re competitive, results-driven, and proactive
- You take ownership of pipeline and revenue outcomes — not just activity metrics
✅ Must-Have Requirements
Experience
- Proven B2B sales experience in:
- accounting
- bookkeeping
- financial services
- or closely related industries
- Experience managing full sales cycles:
- prospecting
- qualification
- demos
- closing
Technical Skills
- Hands-on CRM experience with:
- HubSpot
- Salesforce
- or similar tools
- Experience using outbound sales tools such as:
- Apollo
- Outreach
- Salesloft
- LinkedIn Sales Navigator
- Familiarity with:
- sales reporting
- pipeline management
- outreach automation
Communication & Execution
- Strong written and verbal English communication
- Comfortable speaking with U.S.-based SMB clients
- Strong objection-handling and relationship-building ability
- Self-motivated and comfortable working independently in remote environments
⭐ Nice to Have
- Experience selling into:
- SMBs
- service-based businesses
- operationally heavy industries
- Familiarity with:
- GoHighLevel
- Digits
- accounting workflow systems
- Experience supporting or running:
- Facebook campaigns
- Instagram ads
- inbound lead generation
- Understanding of:
- bookkeeping operations
- accounting workflows
- financial reporting pain points
🛠️ Tools & Platforms
- HubSpot
- Salesforce
- Apollo
- Outreach
- Salesloft
- LinkedIn Sales Navigator
- Digits
- GoHighLevel
- Facebook & Instagram Ads
📅 What a Typical Day Looks Like
- Research and build targeted prospect lists
- Launch outbound outreach campaigns
- Conduct discovery calls and qualify leads
- Present accounting and bookkeeping solutions
- Follow up consistently with active opportunities
- Update CRM records and track pipeline movement
- Monitor outreach performance and conversion metrics
In short:
You generate pipeline, build relationships, and close accounting and financial service opportunities through structured outbound sales execution.
📈 Key Metrics for Success (KPIs)
- Qualified opportunities generated
- Deals closed and revenue contribution
- Lead-to-call and call-to-close conversion rates
- Outreach activity and response rates
- CRM accuracy and pipeline hygiene
- Consistency of follow-up execution
🌟 Why This Role Stands Out
- Full-cycle SDR ownership beyond appointment setting
- Direct impact on pipeline and revenue growth
- Opportunity to work closely with accounting and financial service businesses
- High-autonomy sales environment with measurable impact
- Exposure to:
- outbound sales
- discovery
- demos
- closing
- pipeline strategy
- Opportunity to grow into:
- Account Executive
- Sales Manager
- Revenue Operations
- Business Development leadership
🧪 Interview Process
- Initial Screening Call
- Recruiter Interview
- Client Interview
- Offer & Onboarding
👉 Apply Now
If you:
- understand accounting and bookkeeping sales
- can confidently run discovery calls and close deals
- thrive in outbound and relationship-driven sales environments
- want ownership over pipeline and revenue generation
this is a strong opportunity to grow within high-performance B2B sales.
Originally posted on Himalayas