Sales Development Representative (SDR) – Accounting & Financial Services
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)
About the Role
We’re hiring a high-performing Sales Development Representative (SDR) to drive pipeline growth across accounting, bookkeeping, and financial services verticals.
This is not a basic appointment-setting role.
You will own:
- Outbound prospecting
- Lead generation
- Discovery calls
- Pipeline management
- Follow-ups
- Closing smaller deals independently
You’ll work closely with leadership and service delivery teams to move prospects from first contact through onboarding while helping grow revenue across key service-based industries.
Target industries include:
- Churches
- E-commerce
- Construction
- Home services
- Trucking
- Real estate
If you understand accounting and financial services pain points, thrive in outbound sales environments, and can confidently manage conversations end-to-end, this role is a strong fit.
What You’ll Own
Prospecting & Research
- Identify and research potential customers across target verticals
- Build targeted lead lists using:
- LinkedIn Sales Navigator
- Apollo
- Directories
- Outbound prospecting tools
- Research company pain points and tailor outreach messaging
- Maintain organized lead and pipeline tracking systems
Multi-Channel Outreach & Lead Generation
- Execute outbound outreach across:
- Cold calls
- Email campaigns
- LinkedIn
- Social platforms
- Generate and qualify new sales opportunities
- Follow up consistently to maintain pipeline momentum
- Support inbound lead generation through basic paid campaigns such as:
- Facebook Ads
- Instagram Ads
- Optimize outreach messaging and response rates
Discovery, Qualification & Closing
- Conduct discovery calls using frameworks such as:
- Identify client pain points and present tailored solutions
- Run demos and walkthroughs using tools such as:
- Digits
- GoHighLevel
- Service presentation platforms
- Handle objections professionally and confidently
- Create proposals and close smaller deals independently
- Coordinate onboarding handoff to service delivery teams
Pipeline Management & Follow-Ups
- Maintain proactive follow-up cadences across all opportunities
- Ensure no qualified lead is lost due to lack of communication
- Update CRM systems with:
- Notes
- Activities
- Pipeline stages
- Deal status
- Maintain strong CRM hygiene and pipeline visibility
Reporting & Performance Tracking
- Track:
- Outreach activity
- Conversion rates
- Pipeline growth
- Ad performance
- Revenue contribution
- Prepare weekly sales performance updates and reports
- Identify trends and opportunities to improve sales effectiveness
Must-Have Requirements
Experience
- Proven B2B sales experience in:
- Accounting services
- Bookkeeping services
- Financial services
- Professional services
- Experience conducting:
- Discovery calls
- Sales presentations
- Deal closing
- Experience managing the full sales cycle from prospecting to close
Core Skills
- Strong experience with CRM platforms such as:
- HubSpot
- Salesforce
- Similar systems
- Familiarity with outbound sales tools including:
- Apollo
- Outreach
- Salesloft
- LinkedIn Sales Navigator
- Strong written and verbal English communication skills
- Ability to work independently in a remote sales environment
- Strong objection handling, follow-up, and relationship-building skills
Nice to Have
- Experience selling into:
- SMBs
- Service-based businesses
- Accounting firms
- Familiarity with:
- GoHighLevel
- Digits
- Accounting workflows
- Bookkeeping operations
- Experience supporting or running:
- Facebook Ads
- Instagram Ads
- Lead generation campaigns
- Understanding of:
- Financial operations
- Bookkeeping pain points
- Operational accounting workflows
What Makes You a Strong Fit
- You are highly results-driven and performance-oriented
- You can confidently run discovery calls and close deals independently
- You balance outbound prospecting with relationship-building
- You follow up consistently and proactively
- You take ownership of revenue and pipeline growth — not just activity metrics
- You thrive in fast-paced, high-accountability sales environments
What a Typical Day Looks Like
- Research and build targeted prospect lists
- Execute outbound outreach campaigns across multiple channels
- Conduct discovery and qualification calls
- Present tailored solutions and move deals toward close
- Follow up with active prospects and nurture opportunities
- Update CRM records and pipeline activity
- Review outreach performance and optimize messaging
In short:
You drive pipeline growth by prospecting, qualifying, nurturing, and closing opportunities within accounting and financial services markets.
Key Metrics for Success (KPIs)
- Qualified opportunities generated
- Deals closed and revenue contribution
- Conversion rates:
- Lead → Discovery Call
- Discovery Call → Close
- Outreach activity and response rates
- CRM accuracy and pipeline hygiene
- Consistency of follow-up execution
Why This Role Stands Out
- High-ownership sales role with direct revenue impact
- Opportunity to manage the full sales cycle
- Exposure to accounting and financial services industries
- Performance-focused environment with measurable KPIs
- Opportunity to grow into:
- Account Executive
- Sales Manager
- Revenue Operations
- Business Development leadership
- Fully remote role aligned with U.S. business hours
Interview Process
- Initial Screening Call
- Recruiter Interview
- Client Interview
- Offer & Onboarding
Apply Now
If you:
- Have experience selling accounting or financial services
- Enjoy outbound sales and relationship-building
- Can confidently run discovery calls and close deals
- Thrive in high-performance sales environments
This role is a strong fit for you.