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