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