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
- Initial Application Review
- Spark Hire Intro Video
- Recruiter Interview
- Client Interview
- 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.
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