# Sales Development Representative (SDR) - Accounting & Financial Services

> Pavago · Pakistan (Remote) · — · Posted 2026-08-24

**Workplace:** remote

**Department:** Candidate Sourcing

## Description

### **Sales Development Representative (SDR) – Accounting & Financial Services | Remote**

**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 and revenue growth across accounting and financial services.

This is a **high-ownership, full-cycle sales role** that goes beyond traditional appointment setting. You’ll prospect for new business, execute multi-channel outreach, conduct discovery calls, present solutions, and close smaller deals independently.

The ideal candidate has experience selling **accounting, bookkeeping, financial, or related professional services** and understands how to communicate with SMB owners about their financial and operational challenges.

### **What You’ll Own**

### **Prospecting & Lead Generation**

-   Identify and research prospective customers across target verticals, including:

-   Churches
-   E-commerce
-   Construction
-   Home services
-   Trucking
-   Real estate

-   Build targeted prospect lists using LinkedIn, directories, and prospecting platforms
-   Identify decision-makers and relevant buying signals
-   Understand industry-specific pain points and tailor outreach accordingly
-   Maintain a consistent pipeline of new prospects

### **Multi-Channel Outreach**

-   Execute outbound prospecting through:

-   Cold email
-   Cold calling
-   LinkedIn
-   Social platforms

-   Personalize messaging based on prospect needs and industry
-   Engage prospects and move qualified leads into discovery conversations
-   Maintain disciplined follow-up across multiple touchpoints
-   Support basic Facebook and Instagram campaigns to generate inbound opportunities

### **Discovery, Qualification & Closing**

-   Conduct discovery calls using frameworks such as **BANT or MEDDIC**
-   Understand prospects’ accounting, bookkeeping, and financial-service needs
-   Qualify opportunities based on fit, needs, budget, and buying intent
-   Present relevant service solutions
-   Conduct demos and walkthroughs using tools such as **Digits**
-   Handle objections confidently and professionally
-   Prepare proposals and move opportunities toward close
-   Independently close smaller deals
-   Coordinate with the service delivery team for smooth client onboarding

### **Pipeline & CRM Management**

-   Own opportunities from initial prospecting through close
-   Maintain consistent follow-up with active prospects
-   Track conversations, tasks, and deal stages accurately in the CRM
-   Keep pipeline data clean and current
-   Ensure opportunities do not stall due to missed follow-ups
-   Maintain clear visibility into next steps across every active deal

### **Reporting & Performance**

-   Track:

-   Outreach activity
-   Response rates
-   Discovery calls
-   Qualified opportunities
-   Conversion rates
-   Deals closed
-   Revenue generated
-   Paid campaign performance

-   Maintain accurate CRM notes and reporting
-   Provide weekly performance insights and pipeline updates
-   Identify opportunities to improve messaging, targeting, and conversion

### **Must-Have Experience & Skills**

-   Proven **B2B sales experience**, preferably selling:

-   Accounting services
-   Bookkeeping services
-   Financial services
-   Related professional services

-   Experience conducting discovery and qualification calls
-   Demonstrated ability to **close deals independently**
-   Experience managing opportunities across the full sales cycle
-   Strong outbound prospecting and lead-generation experience
-   Familiarity with tools such as:

-   Apollo
-   Salesloft
-   Outreach
-   LinkedIn Sales Navigator

-   Experience with **HubSpot, Salesforce, or similar CRM platforms**
-   Strong written and verbal English communication skills
-   Strong objection-handling and follow-up skills
-   Ability to work independently during U.S. EST business hours

### **Nice to Have**

-   Experience selling to SMBs or service-based businesses
-   Understanding of accounting workflows and financial operations
-   Familiarity with **GoHighLevel**
-   Experience using **Digits**
-   Experience supporting or running Facebook and Instagram campaigns
-   Experience selling into industries such as construction, real estate, e-commerce, trucking, or home services

### **Tools & Tech**

**HubSpot | Salesforce | Apollo | Salesloft | Outreach | LinkedIn Sales Navigator | GoHighLevel | Digits | Meta Ads**

### **What Makes You a Strong Fit**

-   You’ve sold accounting, bookkeeping, financial, or professional services before
-   You can confidently move from cold outreach to discovery to close
-   You understand that success is measured by **pipeline and revenue**, not just activity
-   You can speak credibly with business owners about operational and financial pain points
-   You’re comfortable balancing outbound prospecting with inbound opportunities
-   You follow up consistently and maintain an organized pipeline
-   You take ownership of outcomes rather than waiting for direction

### **What a Typical Day Looks Like**

You may start by researching target accounts and building prospect lists before moving into cold calls, emails, and LinkedIn outreach.

Throughout the day, you’ll conduct discovery calls, qualify prospects, demonstrate solutions, handle objections, prepare proposals, and move active opportunities toward close.

You’ll also maintain CRM records, follow up with prospects, review campaign performance, and coordinate successful new clients with the service delivery team.

**In short:** you own the sales process from prospecting through close and turn qualified opportunities into revenue.

### **Key Metrics for Success**

-   Qualified opportunities generated
-   Deals closed
-   Revenue contribution
-   Lead → discovery call conversion
-   Discovery call → close conversion
-   Outreach response rates
-   Pipeline growth and velocity
-   Consistent follow-up execution
-   CRM accuracy and pipeline hygiene

### **Interview Process**

1.  Initial Screening Call
2.  **Spark Hire Video Interview**
3.  Recruiter Interview
4.  Client Interview
5.  Offer & Onboarding

### **Apply Now**

If you have experience selling **accounting, bookkeeping, financial, or professional services** and can confidently own the sales process from **prospecting through discovery and close**, we’d love to hear from you.

Apply now and help build a high-performing pipeline across growing SMB markets.

**#SalesDevelopmentRepresentative #SDR #AccountingSales #FinancialServices #B2BSales #OutboundSales #LeadGeneration #BusinessDevelopment #RemoteSales #RemoteJobs**

**#LI-AG1**

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/1BCD1F927F/apply)

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