💼 Sales Development Representative (SDR) – Accounting & Financial Services | Remote | EST HoursPosition Type: Full-Time, Remote Working Hours: U.S. Business Hours (EST)🚀 About the RoleAt 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:prospectingoutbound outreachdiscovery callslead qualificationdemosproposal discussionsclosing smaller dealsYou’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 pointsSMB financial operationsservice-based salesrelationship-driven B2B conversationsIf you can confidently run sales conversations end-to-end and thrive in performance-driven environments — this role is a strong fit.🔥 What You’ll OwnProspecting & Lead ResearchIdentify and research target businesses across industries such as:churchese-commerceconstructionhome servicestruckingreal estateBuild targeted lead lists using:LinkedIn Sales NavigatorApolloonline directoriesprospecting toolsResearch client pain points and tailor outreach messaging accordinglyIdentify decision-makers and high-potential opportunitiesMulti-Channel Outreach & Pipeline GenerationExecute outbound campaigns via:cold emailcold callingLinkedIn outreachsocial channelsEngage prospects in meaningful sales conversationsMove leads toward discovery calls and conversionSupport inbound generation through:Facebook campaignsInstagram campaignslightweight paid social supportMaintain consistent follow-up cadence to maximize conversion opportunitiesDiscovery Calls, Qualification & ClosingConduct discovery calls using frameworks such as:BANTMEDDICIdentify:operational pain pointsaccounting challengesfinancial workflow inefficienciesPresent tailored accounting and financial service solutionsRun walkthroughs and demos using platforms such as:DigitsCRM toolsfinancial workflow systemsHandle objections confidently and close smaller deals independentlyCRM & Pipeline ManagementMaintain organized CRM records in:HubSpotSalesforceor similar platformsTrack:outreach activitydeal stagesnotesfollow-up schedulesEnsure no opportunities are lost due to poor follow-upMaintain strong pipeline visibility and reporting accuracyReporting & Sales Performance TrackingMonitor:outreach activityresponse rateslead conversionpipeline movementad performanceProvide weekly sales and pipeline reportingIdentify areas for optimization across outreach and sales processes📊 What Success Looks LikeConsistent generation of qualified opportunitiesStrong lead-to-close conversion ratesHealthy and organized sales pipelineFast and consistent follow-up executionHigh CRM accuracy and reporting qualityRevenue contribution through closed deals🧠 What Makes You a Strong FitYou’ve sold accounting, bookkeeping, or financial services beforeYou’re comfortable running discovery calls independentlyYou know how to build trust quickly with SMB ownersYou can balance outbound prospecting with inbound lead handlingYou’re competitive, results-driven, and proactiveYou take ownership of pipeline and revenue outcomes — not just activity metrics✅ Must-Have RequirementsExperienceProven B2B sales experience in:accountingbookkeepingfinancial servicesor closely related industriesExperience managing full sales cycles:prospectingqualificationdemosclosingTechnical SkillsHands-on CRM experience with:HubSpotSalesforceor similar toolsExperience using outbound sales tools such as:ApolloOutreachSalesloftLinkedIn Sales NavigatorFamiliarity with:sales reportingpipeline managementoutreach automationCommunication & ExecutionStrong written and verbal English communicationComfortable speaking with U.S.-based SMB clientsStrong objection-handling and relationship-building abilitySelf-motivated and comfortable working independently in remote environments⭐ Nice to HaveExperience selling into:SMBsservice-based businessesoperationally heavy industriesFamiliarity with:GoHighLevelDigitsaccounting workflow systemsExperience supporting or running:Facebook campaignsInstagram adsinbound lead generationUnderstanding of:bookkeeping operationsaccounting workflowsfinancial reporting pain points🛠️ Tools & PlatformsHubSpotSalesforceApolloOutreachSalesloftLinkedIn Sales NavigatorDigitsGoHighLevelFacebook & Instagram Ads📅 What a Typical Day Looks LikeResearch and build targeted prospect listsLaunch outbound outreach campaignsConduct discovery calls and qualify leadsPresent accounting and bookkeeping solutionsFollow up consistently with active opportunitiesUpdate CRM records and track pipeline movementMonitor outreach performance and conversion metricsIn 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 generatedDeals closed and revenue contributionLead-to-call and call-to-close conversion ratesOutreach activity and response ratesCRM accuracy and pipeline hygieneConsistency of follow-up execution🌟 Why This Role Stands OutFull-cycle SDR ownership beyond appointment settingDirect impact on pipeline and revenue growthOpportunity to work closely with accounting and financial service businessesHigh-autonomy sales environment with measurable impactExposure to:outbound salesdiscoverydemosclosingpipeline strategyOpportunity to grow into:Account ExecutiveSales ManagerRevenue OperationsBusiness Development leadership🧪 Interview ProcessInitial Screening CallRecruiter InterviewClient InterviewOffer & Onboarding👉 Apply NowIf you:understand accounting and bookkeeping salescan confidently run discovery calls and close dealsthrive in outbound and relationship-driven sales environmentswant ownership over pipeline and revenue generationthis is a strong opportunity to grow within high-performance B2B sales.
💼 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:
- 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.
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!"
