# Sales Development Representative (SDR) - Accounting & Financial Services > Pavago Β· Kenya (Remote) Β· β€” Β· Posted 2026-05-19 **Workplace:** remote **Department:** Candidate Sourcing ## Description ### **πŸ’Ό Sales Development Representative (SDR) – Accounting & Financial Services** **Position Type:** Full-Time, Remote **Working Hours:** U.S. Business Hours (EST) ### **πŸš€ 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. ### **πŸ”₯ 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 ### **πŸ’» 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 - or 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 β€” not just activity metrics - You thrive in fast-paced, high-accountability sales environments ### **πŸ“… 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. ### **πŸ“Š Key Metrics for Success (KPIs)** - Qualified opportunities generated - Deals closed and revenue contribution - Conversion rates: - lead β†’ discovery call - discovery call β†’ 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 ### **πŸ§ͺ Interview Process** - Initial Screening Call - Recruiter Interview - Client Interview - Offer & Onboarding ### **πŸ‘‰ 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/8A52558774/apply) --- Powered by [Workable](https://www.workable.com)