Sales Development Representative (SDR) – Accounting & Financial ServicesPosition Type: Full-Time, Remote Working Hours: U.S. Business Hours (EST)About the RoleWe’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 prospectingLead generationDiscovery callsPipeline managementFollow-upsClosing smaller deals independentlyYou’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:ChurchesE-commerceConstructionHome servicesTruckingReal estateIf 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 OwnProspecting & ResearchIdentify and research potential customers across target verticalsBuild targeted lead lists using:LinkedIn Sales NavigatorApolloDirectoriesOutbound prospecting toolsResearch company pain points and tailor outreach messagingMaintain organized lead and pipeline tracking systemsMulti-Channel Outreach & Lead GenerationExecute outbound outreach across:Cold callsEmail campaignsLinkedInSocial platformsGenerate and qualify new sales opportunitiesFollow up consistently to maintain pipeline momentumSupport inbound lead generation through basic paid campaigns such as:Facebook AdsInstagram AdsOptimize outreach messaging and response ratesDiscovery, Qualification & ClosingConduct discovery calls using frameworks such as:BANTMEDDICSPINIdentify client pain points and present tailored solutionsRun demos and walkthroughs using tools such as:DigitsGoHighLevelService presentation platformsHandle objections professionally and confidentlyCreate proposals and close smaller deals independentlyCoordinate onboarding handoff to service delivery teamsPipeline Management & Follow-UpsMaintain proactive follow-up cadences across all opportunitiesEnsure no qualified lead is lost due to lack of communicationUpdate CRM systems with:NotesActivitiesPipeline stagesDeal statusMaintain strong CRM hygiene and pipeline visibilityReporting & Performance TrackingTrack:Outreach activityConversion ratesPipeline growthAd performanceRevenue contributionPrepare weekly sales performance updates and reportsIdentify trends and opportunities to improve sales effectivenessMust-Have RequirementsExperienceProven B2B sales experience in:Accounting servicesBookkeeping servicesFinancial servicesProfessional servicesExperience conducting:Discovery callsSales presentationsDeal closingExperience managing the full sales cycle from prospecting to closeCore SkillsStrong experience with CRM platforms such as:HubSpotSalesforceSimilar systemsFamiliarity with outbound sales tools including:ApolloOutreachSalesloftLinkedIn Sales NavigatorStrong written and verbal English communication skillsAbility to work independently in a remote sales environmentStrong objection handling, follow-up, and relationship-building skillsNice to HaveExperience selling into:SMBsService-based businessesAccounting firmsFamiliarity with:GoHighLevelDigitsAccounting workflowsBookkeeping operationsExperience supporting or running:Facebook AdsInstagram AdsLead generation campaignsUnderstanding of:Financial operationsBookkeeping pain pointsOperational accounting workflowsWhat Makes You a Strong FitYou are highly results-driven and performance-orientedYou can confidently run discovery calls and close deals independentlyYou balance outbound prospecting with relationship-buildingYou follow up consistently and proactivelyYou take ownership of revenue and pipeline growth — not just activity metricsYou thrive in fast-paced, high-accountability sales environmentsWhat a Typical Day Looks LikeResearch and build targeted prospect listsExecute outbound outreach campaigns across multiple channelsConduct discovery and qualification callsPresent tailored solutions and move deals toward closeFollow up with active prospects and nurture opportunitiesUpdate CRM records and pipeline activityReview outreach performance and optimize messagingIn 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 generatedDeals closed and revenue contributionConversion rates:Lead → Discovery CallDiscovery Call → CloseOutreach activity and response ratesCRM accuracy and pipeline hygieneConsistency of follow-up executionWhy This Role Stands OutHigh-ownership sales role with direct revenue impactOpportunity to manage the full sales cycleExposure to accounting and financial services industriesPerformance-focused environment with measurable KPIsOpportunity to grow into:Account ExecutiveSales ManagerRevenue OperationsBusiness Development leadershipFully remote role aligned with U.S. business hoursInterview ProcessInitial Screening CallRecruiter InterviewClient InterviewOffer & OnboardingApply NowIf you:Have experience selling accounting or financial servicesEnjoy outbound sales and relationship-buildingCan confidently run discovery calls and close dealsThrive in high-performance sales environmentsThis role is a strong fit for you.
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.
Pavago - Connecting You to Global Remote Opportunities 🌍At Pavago, we redefine the boundaries of talent recruitment. Dive into a world where your geographical location doesn't restrict your career aspirations. As a distinguished international recruitment agency, we specialize in connecting remote talents with companies eager to tap into global expertise.🌟 Why Consider Opportunities Through Pavago?Competitive Pay: Command the salary you deserve, regardless of where you reside.Broad Horizons: Unlock a wide array of remote positions spanning diverse industries and regions.Skill Enrichment: Work alongside international teams, contribute your unique insights, and amplify your career trajectory.Whether you're a seasoned professional hunting for a novel global venture or a budding talent keen on leaving an international imprint, Pavago is your conduit to businesses that appreciate and seek out worldwide perspectives.Embrace a realm where opportunities transcend borders. Together, let's pioneer the next era of remote work. 🚀Explore global opportunities with us today!"
Pavago - Connecting You to Global Remote Opportunities 🌍
At Pavago, we redefine the boundaries of talent recruitment. Dive into a world where your geographical location doesn't restrict your career aspirations. As a distinguished international recruitment agency, we specialize in connecting remote talents with companies eager to tap into global expertise.
🌟 Why Consider Opportunities Through Pavago?
Competitive Pay: Command the salary you deserve, regardless of where you reside.
Broad Horizons: Unlock a wide array of remote positions spanning diverse industries and regions.
Skill Enrichment: Work alongside international teams, contribute your unique insights, and amplify your career trajectory.
Whether you're a seasoned professional hunting for a novel global venture or a budding talent keen on leaving an international imprint, Pavago is your conduit to businesses that appreciate and seek out worldwide perspectives.
Embrace a realm where opportunities transcend borders. Together, let's pioneer the next era of remote work. 🚀
Explore global opportunities with us today!"
