Sales Development Representative (SDR) - Accounting & Financial Services

Sales Development Representative (SDR) – Accounting & Financial Services
Full-Time | Remote | U.S. Business Hours (EST)
About the Role

At Pavago , one of our clients is hiring a results-driven Sales Development Representative (SDR) to generate and close new business across accounting, bookkeeping, and financial services .

This is more than an appointment-setting role. You’ll own prospecting, outreach, discovery, follow-ups, pipeline management, and the closing of smaller deals.

You’ll target businesses across industries including construction, home services, e-commerce, trucking, real estate, and churches , helping prospects identify financial and accounting needs and move toward the right solution.
What You’ll Do
Outbound Prospecting & Lead Generation

- Build targeted prospect lists using LinkedIn Sales Navigator, Apollo, and industry databases

- Execute outreach through cold calling, email, LinkedIn, and social channels

- Research prospects and personalize messaging around relevant accounting and financial pain points

- Maintain consistent follow-up cadences to generate qualified opportunities

Discovery, Qualification & Closing

- Conduct discovery and qualification calls with business owners and decision-makers

- Identify needs around bookkeeping, accounting, reporting, and financial operations

- Qualify opportunities using frameworks such as BANT, SPIN, or MEDDIC

- Present solutions, handle objections, and move prospects toward a decision

- Prepare proposals and close smaller opportunities independently

- Coordinate successful handoffs to onboarding and service delivery teams

CRM & Pipeline Management

- Maintain accurate records in HubSpot, Salesforce, or similar CRMs

- Track activities, notes, follow-ups, pipeline stages, and deal status

- Ensure qualified opportunities never stall due to missed follow-ups

- Maintain strong pipeline visibility and CRM hygiene

Sales Performance

- Track outreach, response rates, conversions, pipeline, and revenue

- Review performance regularly and optimize messaging

- Provide clear weekly pipeline and sales updates

- Support basic lead-generation campaigns through Facebook and Instagram where needed

What We’re Looking For

- Proven B2B sales experience in accounting, bookkeeping, financial services, or closely related professional services

- Experience with outbound prospecting and lead generation

- Confidence conducting discovery calls, presentations, and objection handling

- Experience managing opportunities from prospecting through close

- Familiarity with HubSpot, Salesforce, or similar CRM platforms

- Experience with tools such as Apollo, LinkedIn Sales Navigator, Outreach, or Salesloft

- Excellent spoken and written English

- Strong follow-up, organization, and relationship-building skills

- Ability to work independently during EST business hours

Nice to Have

- Experience selling to SMBs or service-based businesses

- Familiarity with GoHighLevel or Digits

- Understanding of bookkeeping and accounting workflows

- Facebook or Instagram lead-generation experience

- Experience selling into construction, home services, trucking, real estate, or e-commerce

What Success Looks Like

- Consistent qualified opportunities generated

- Strong lead-to-discovery and discovery-to-close conversion

- Revenue generated from closed opportunities

- Reliable outbound activity and response rates

- Clean, accurate CRM and pipeline management

- Consistent and proactive prospect follow-up

Why Join?

- Fully remote role

- Direct ownership of pipeline and revenue

- Opportunity to manage more of the sales cycle than a traditional SDR

- Exposure to U.S. accounting and financial services

- Performance-driven environment with clear KPIs

- Growth path into Account Executive, Sales Manager, or Business Development leadership

Interview Process

- Initial Application Review

- Spark Hire Intro Video

- Recruiter Interview

- Client Interview

- Offer & Onboarding

What Happens After You Apply

Qualified candidates will receive a Spark Hire invitation to complete a short Intro Video. This helps us learn more about your sales experience, communication skills, and background selling accounting or financial services.

Please check your inbox and spam/junk folder for the invitation.
Apply Now

If you have experience selling accounting, bookkeeping, or financial services , enjoy outbound prospecting, and can confidently take opportunities from first contact through close, we’d love to hear from you.

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Originally posted on Himalayas