Sales Development Representative (SDR) - Accounting & Financial Services

Pavago

3d • Remote

About The Position

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, and 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, and 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.

Requirements

• Proven B2B sales experience in Accounting services, Bookkeeping services, Financial services, or Professional services
• Experience conducting discovery calls, sales presentations, and deal closing
• Experience managing the full sales cycle from prospecting to close
• Strong experience with CRM platforms such as HubSpot, Salesforce, or similar systems
• Familiarity with outbound sales tools including Apollo, Outreach, Salesloft, and 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 Haves

• Experience selling into SMBs, Service-based businesses, or Accounting firms
• Familiarity with GoHighLevel, Digits, Accounting workflows, or Bookkeeping operations
• Experience supporting or running Facebook Ads, Instagram Ads, or Lead generation campaigns
• Understanding of Financial operations, Bookkeeping pain points, or Operational accounting workflows

Responsibilities

• Identify and research potential customers across target verticals
• Build targeted lead lists using LinkedIn Sales Navigator, Apollo, Directories, and Outbound prospecting tools
• Research company pain points and tailor outreach messaging
• Maintain organized lead and pipeline tracking systems
• Execute outbound outreach across cold calls, email campaigns, LinkedIn, and 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 and Instagram Ads
• Optimize outreach messaging and response rates
• Conduct discovery calls using frameworks such as BANT, MEDDIC, and SPIN
• Identify client pain points and present tailored solutions
• Run demos and walkthroughs using tools such as Digits, GoHighLevel, and Service presentation platforms
• Handle objections professionally and confidently
• Create proposals and close smaller deals independently
• Coordinate onboarding handoff to service delivery teams
• 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, and deal status
• Maintain strong CRM hygiene and pipeline visibility
• Track outreach activity, conversion rates, pipeline growth, ad performance, and revenue contribution
• Prepare weekly sales performance updates and reports
• Identify trends and opportunities to improve sales effectiveness

Benefits

• 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, or Business Development leadership roles
• Fully remote role aligned with U.S. business hours

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed