Sales Development Representative (SDR) - Accounting & Financial Services

Sales Development Representative (SDR) – Accounting & Financial Services

Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)
About the Role

We’re hiring a high-performing Sales Development Representative (SDR) to drive pipeline growth across accounting, bookkeeping, and financial services verticals.

This is not a basic appointment-setting role.
You will own:

- Outbound prospecting

- Lead generation

- Discovery calls

- Pipeline management

- Follow-ups

- Closing smaller deals independently

You’ll work closely with leadership and service delivery teams to move prospects from first contact through onboarding while helping grow revenue across key service-based industries.
Target industries include:

- Churches

- E-commerce

- Construction

- Home services

- Trucking

- Real estate

If you understand accounting and financial services pain points, thrive in outbound sales environments, and can confidently manage conversations end-to-end, this role is a strong fit.
What You’ll Own
Prospecting & Research

- Identify and research potential customers across target verticals

- Build targeted lead lists using:

- LinkedIn Sales Navigator

- Apollo

- Directories

- Outbound prospecting tools

- Research company pain points and tailor outreach messaging

- Maintain organized lead and pipeline tracking systems

Multi-Channel Outreach & Lead Generation

- Execute outbound outreach across:

- Cold calls

- Email campaigns

- LinkedIn

- Social platforms

- Generate and qualify new sales opportunities

- Follow up consistently to maintain pipeline momentum

- Support inbound lead generation through basic paid campaigns such as:

- Facebook Ads

- Instagram Ads

- Optimize outreach messaging and response rates

Discovery, Qualification & Closing

- Conduct discovery calls using frameworks such as:

- BANT

- MEDDIC

- SPIN

- Identify client pain points and present tailored solutions

- Run demos and walkthroughs using tools such as:

- Digits

- GoHighLevel

- Service presentation platforms

- Handle objections professionally and confidently

- Create proposals and close smaller deals independently

- Coordinate onboarding handoff to service delivery teams

Pipeline Management & Follow-Ups

- Maintain proactive follow-up cadences across all opportunities

- Ensure no qualified lead is lost due to lack of communication

- Update CRM systems with:

- Notes

- Activities

- Pipeline stages

- Deal status

- Maintain strong CRM hygiene and pipeline visibility

Reporting & Performance Tracking

- Track:

- Outreach activity

- Conversion rates

- Pipeline growth

- Ad performance

- Revenue contribution

- Prepare weekly sales performance updates and reports

- Identify trends and opportunities to improve sales effectiveness

Must-Have Requirements
Experience

- Proven B2B sales experience in:

- Accounting services

- Bookkeeping services

- Financial services

- Professional services

- Experience conducting:

- Discovery calls

- Sales presentations

- Deal closing

- Experience managing the full sales cycle from prospecting to close

Core Skills

- Strong experience with CRM platforms such as:

- HubSpot

- Salesforce

- Similar systems

- Familiarity with outbound sales tools including:

- Apollo

- Outreach

- Salesloft

- LinkedIn Sales Navigator

- Strong written and verbal English communication skills

- Ability to work independently in a remote sales environment

- Strong objection handling, follow-up, and relationship-building skills

Nice to Have

- Experience selling into:

- SMBs

- Service-based businesses

- Accounting firms

- Familiarity with:

- GoHighLevel

- Digits

- Accounting workflows

- Bookkeeping operations

- Experience supporting or running:

- Facebook Ads

- Instagram Ads

- Lead generation campaigns

- Understanding of:

- Financial operations

- Bookkeeping pain points

- Operational accounting workflows

What Makes You a Strong Fit

- You are highly results-driven and performance-oriented

- You can confidently run discovery calls and close deals independently

- You balance outbound prospecting with relationship-building

- You follow up consistently and proactively

- You take ownership of revenue and pipeline growth — not just activity metrics

- You thrive in fast-paced, high-accountability sales environments

What a Typical Day Looks Like

- Research and build targeted prospect lists

- Execute outbound outreach campaigns across multiple channels

- Conduct discovery and qualification calls

- Present tailored solutions and move deals toward close

- Follow up with active prospects and nurture opportunities

- Update CRM records and pipeline activity

- Review outreach performance and optimize messaging

In short:
You drive pipeline growth by prospecting, qualifying, nurturing, and closing opportunities within accounting and financial services markets.
Key Metrics for Success (KPIs)

- Qualified opportunities generated

- Deals closed and revenue contribution

- Conversion rates:

- Lead → Discovery Call

- Discovery Call → Close

- Outreach activity and response rates

- CRM accuracy and pipeline hygiene

- Consistency of follow-up execution

Why This Role Stands Out

- High-ownership sales role with direct revenue impact

- Opportunity to manage the full sales cycle

- Exposure to accounting and financial services industries

- Performance-focused environment with measurable KPIs

- Opportunity to grow into:

- Account Executive

- Sales Manager

- Revenue Operations

- Business Development leadership

- Fully remote role aligned with U.S. business hours

Interview Process

- Initial Screening Call

- Recruiter Interview

- Client Interview

- Offer & Onboarding

Apply Now
If you:

- Have experience selling accounting or financial services

- Enjoy outbound sales and relationship-building

- Can confidently run discovery calls and close deals

- Thrive in high-performance sales environments

This role is a strong fit for you.

Originally posted on Himalayas