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.