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

> Pavago · Colombia (Remote) · — · Posted 2026-05-19

**Workplace:** remote

**Department:** Candidate Sourcing

## Description

### **💼 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.

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/437359D55F/apply)

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