Sales Development Representative (SDR) - Accounting & Financial Services

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.