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

> Pavago · Kenya (Remote) · — · Posted 2026-08-12

**Workplace:** remote

**Department:** Candidate Sourcing

## Description

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

**Full-Time | Remote | U.S. Business Hours (EST)**

### **About the Role**

At Pavago, one of our clients is hiring a results-driven **Sales Development Representative (SDR)** to generate and close new business across **accounting, bookkeeping, and financial services**.

This is more than an appointment-setting role. You’ll own prospecting, outreach, discovery, follow-ups, pipeline management, and the closing of smaller deals.

You’ll target businesses across industries including **construction, home services, e-commerce, trucking, real estate, and churches**, helping prospects identify financial and accounting needs and move toward the right solution.

### **What You’ll Do**

### **Outbound Prospecting & Lead Generation**

-   Build targeted prospect lists using **LinkedIn Sales Navigator, Apollo, and industry databases**
-   Execute outreach through **cold calling, email, LinkedIn, and social channels**
-   Research prospects and personalize messaging around relevant accounting and financial pain points
-   Maintain consistent follow-up cadences to generate qualified opportunities

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

-   Conduct discovery and qualification calls with business owners and decision-makers
-   Identify needs around **bookkeeping, accounting, reporting, and financial operations**
-   Qualify opportunities using frameworks such as BANT, SPIN, or MEDDIC
-   Present solutions, handle objections, and move prospects toward a decision
-   Prepare proposals and **close smaller opportunities independently**
-   Coordinate successful handoffs to onboarding and service delivery teams

### **CRM & Pipeline Management**

-   Maintain accurate records in **HubSpot, Salesforce, or similar CRMs**
-   Track activities, notes, follow-ups, pipeline stages, and deal status
-   Ensure qualified opportunities never stall due to missed follow-ups
-   Maintain strong pipeline visibility and CRM hygiene

### **Sales Performance**

-   Track outreach, response rates, conversions, pipeline, and revenue
-   Review performance regularly and optimize messaging
-   Provide clear weekly pipeline and sales updates
-   Support basic lead-generation campaigns through Facebook and Instagram where needed

### **What We’re Looking For**

-   Proven **B2B sales experience in accounting, bookkeeping, financial services, or closely related professional services**
-   Experience with outbound prospecting and lead generation
-   Confidence conducting discovery calls, presentations, and objection handling
-   Experience managing opportunities from **prospecting through close**
-   Familiarity with **HubSpot, Salesforce, or similar CRM platforms**
-   Experience with tools such as **Apollo, LinkedIn Sales Navigator, Outreach, or Salesloft**
-   Excellent spoken and written English
-   Strong follow-up, organization, and relationship-building skills
-   Ability to work independently during EST business hours

### **Nice to Have**

-   Experience selling to SMBs or service-based businesses
-   Familiarity with **GoHighLevel or Digits**
-   Understanding of bookkeeping and accounting workflows
-   Facebook or Instagram lead-generation experience
-   Experience selling into construction, home services, trucking, real estate, or e-commerce

### **What Success Looks Like**

-   Consistent qualified opportunities generated
-   Strong **lead-to-discovery and discovery-to-close conversion**
-   Revenue generated from closed opportunities
-   Reliable outbound activity and response rates
-   Clean, accurate CRM and pipeline management
-   Consistent and proactive prospect follow-up

### **Why Join?**

-   Fully remote role
-   Direct ownership of pipeline and revenue
-   Opportunity to manage more of the sales cycle than a traditional SDR
-   Exposure to U.S. accounting and financial services
-   Performance-driven environment with clear KPIs
-   Growth path into **Account Executive, Sales Manager, or Business Development leadership**

### **Interview Process**

1.  Initial Application Review
2.  **Spark Hire Intro Video**
3.  Recruiter Interview
4.  Client Interview
5.  Offer & Onboarding

### **What Happens After You Apply**

Qualified candidates will receive a **Spark Hire invitation** to complete a short Intro Video. This helps us learn more about your sales experience, communication skills, and background selling accounting or financial services.

Please check your inbox and spam/junk folder for the invitation.

### **Apply Now**

If you have experience selling **accounting, bookkeeping, or financial services**, enjoy outbound prospecting, and can confidently take opportunities from first contact through close, we’d love to hear from you.

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

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/E718917A7F/apply)

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