Sales Development Representative (SDR) - Accounting & Financial Services

About this role

💼 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

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