Sales Development Representative (SDR) - Accounting & Financial Services
Job Title: 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 Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals.
This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for prospecting, outreach, discovery calls, and closing smaller deals , while working closely with the service delivery team for onboarding.
The ideal candidate has prior experience selling accounting, bookkeeping, or financial services , understands client pain points in these industries, and can confidently run conversations end-to-end.
Responsibilities
Prospecting & Research
- Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate)
- Build lead lists using LinkedIn, directories, and prospecting tools
- Understand industry-specific pain points to tailor outreach
Multi-Channel Outreach & Lead Generation
- Execute outreach via email, cold calls, LinkedIn, and social platforms
- Engage prospects in conversations and move them toward discovery calls
- Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound
Discovery, Qualification & Closing
- Conduct discovery calls using frameworks like BANT or MEDDIC
- Identify client needs and present relevant solutions
- Run demos and walkthroughs using tools like Digits
- Handle objections, create proposals, and close deals independently
Pipeline Management & Follow-Ups
- Maintain consistent follow-ups to nurture leads
- Track all interactions and deal stages in CRM
- Ensure no opportunities are lost due to lack of follow-up
Reporting & Performance Tracking
- Track outreach, conversions, ad performance, and pipeline metrics
- Maintain CRM hygiene with accurate notes and updates
- Provide weekly performance insights and reports
What Makes You a Perfect Fit
- You’ve sold accounting, bookkeeping, or financial services before
- You can run discovery calls and close deals independently
- You’re comfortable balancing outbound outreach + inbound lead handling
- You are results-driven and thrive in a performance-based environment
- You take ownership of pipeline, not just activity
Required Experience & Skills (Must-Have)
-
Proven B2B sales experience , preferably in accounting, bookkeeping, or financial services
- Experience conducting discovery calls and closing deals
- Familiarity with CRM tools (HubSpot, Salesforce, or similar)
- Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator)
- Strong communication skills (written + verbal)
- Ability to manage full sales cycle from prospecting to close
Ideal Experience (Nice-to-Have)
- Experience selling into SMBs or service-based businesses
- Familiarity with tools like GoHighLevel or Digits
- Experience running or supporting paid social campaigns
- Understanding of accounting workflows or financial operations
What Does a Typical Day Look Like?
- Research and build targeted prospect lists
- Execute outreach campaigns across multiple channels
- Conduct discovery calls and qualify opportunities
- Present solutions and move deals toward close
- Follow up with leads and maintain pipeline momentum
- Update CRM and track performance metrics
Key Metrics for Success (KPIs)
- Number of qualified opportunities generated
- Deals closed and revenue contribution
- Conversion rates (lead → call → close)
- Outreach activity and response rates
- CRM accuracy and pipeline management
Interview Process
- Initial Screening Call
- Recruiter Interview
- Client Interview
- Offer & Onboarding
Originally posted on Himalayas