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

> Pavago · United States (Remote) · — · Posted 2026-05-28

**Workplace:** remote

**Department:** Candidate Sourcing

## Description

### **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 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
-   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
-   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.

### **What You’ll Own**

### **Prospecting & Research**

-   Identify and research potential customers across target verticals
-   Build targeted lead lists using:

-   LinkedIn Sales Navigator
-   Apollo
-   Directories
-   Outbound prospecting tools

-   Research company pain points and tailor outreach messaging
-   Maintain organized lead and pipeline tracking systems

### **Multi-Channel Outreach & Lead Generation**

-   Execute outbound outreach across:

-   Cold calls
-   Email campaigns
-   LinkedIn
-   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
-   Instagram Ads

-   Optimize outreach messaging and response rates

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

-   Conduct discovery calls using frameworks such as:

-   BANT
-   MEDDIC
-   SPIN

-   Identify client pain points and present tailored solutions
-   Run demos and walkthroughs using tools such as:

-   Digits
-   GoHighLevel
-   Service presentation platforms

-   Handle objections professionally and confidently
-   Create proposals and close smaller deals independently
-   Coordinate onboarding handoff to service delivery teams

### **Pipeline Management & Follow-Ups**

-   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
-   Deal status

-   Maintain strong CRM hygiene and pipeline visibility

### **Reporting & Performance Tracking**

-   Track:

-   Outreach activity
-   Conversion rates
-   Pipeline growth
-   Ad performance
-   Revenue contribution

-   Prepare weekly sales performance updates and reports
-   Identify trends and opportunities to improve sales effectiveness

### **Must-Have Requirements**

### **Experience**

-   Proven B2B sales experience in:

-   Accounting services
-   Bookkeeping services
-   Financial services
-   Professional services

-   Experience conducting:

-   Discovery calls
-   Sales presentations
-   Deal closing

-   Experience managing the full sales cycle from prospecting to close

### **Core Skills**

-   Strong experience with CRM platforms such as:

-   HubSpot
-   Salesforce
-   Similar systems

-   Familiarity with outbound sales tools including:

-   Apollo
-   Outreach
-   Salesloft
-   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 Have**

-   Experience selling into:

-   SMBs
-   Service-based businesses
-   Accounting firms

-   Familiarity with:

-   GoHighLevel
-   Digits
-   Accounting workflows
-   Bookkeeping operations

-   Experience supporting or running:

-   Facebook Ads
-   Instagram Ads
-   Lead generation campaigns

-   Understanding of:

-   Financial operations
-   Bookkeeping pain points
-   Operational accounting workflows

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

-   You are highly results-driven and performance-oriented
-   You can confidently run discovery calls and close deals independently
-   You balance outbound prospecting with relationship-building
-   You follow up consistently and proactively
-   You take ownership of revenue and pipeline growth — not just activity metrics
-   You thrive in fast-paced, high-accountability sales environments

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

-   Research and build targeted prospect lists
-   Execute outbound outreach campaigns across multiple channels
-   Conduct discovery and qualification calls
-   Present tailored solutions and move deals toward close
-   Follow up with active prospects and nurture opportunities
-   Update CRM records and pipeline activity
-   Review outreach performance and optimize messaging

**In short:**  
You drive pipeline growth by prospecting, qualifying, nurturing, and closing opportunities within accounting and financial services markets.

### **Key Metrics for Success (KPIs)**

-   Qualified opportunities generated
-   Deals closed and revenue contribution
-   Conversion rates:

-   Lead → Discovery Call
-   Discovery Call → Close

-   Outreach activity and response rates
-   CRM accuracy and pipeline hygiene
-   Consistency of follow-up execution

### **Why This Role Stands Out**

-   High-ownership sales role with direct revenue impact
-   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
-   Business Development leadership

-   Fully remote role aligned with U.S. business hours

### **Interview Process**

-   Initial Screening Call
-   Recruiter Interview
-   Client Interview
-   Offer & Onboarding

### **Apply Now**

If you:

-   Have experience selling accounting or financial services
-   Enjoy outbound sales and relationship-building
-   Can confidently run discovery calls and close deals
-   Thrive in high-performance sales environments

This role is a strong fit for you.

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/736A30B6BF/apply)

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