Job Title: Sales Development Representative (SDR) – Accounting & Financial ServicesPosition Type: Full-Time, RemoteWorking Hours: U.S. Business Hours (EST)About the RoleWe’re hiring a Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals.This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for prospecting, outreach, discovery calls, and closing smaller deals, while working closely with the service delivery team for onboarding.The ideal candidate has prior experience selling accounting, bookkeeping, or financial services, understands client pain points in these industries, and can confidently run conversations end-to-end.ResponsibilitiesProspecting & Research Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate) Build lead lists using LinkedIn, directories, and prospecting tools Understand industry-specific pain points to tailor outreach Multi-Channel Outreach & Lead Generation Execute outreach via email, cold calls, LinkedIn, and social platforms Engage prospects in conversations and move them toward discovery calls Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound Discovery, Qualification & Closing Conduct discovery calls using frameworks like BANT or MEDDIC Identify client needs and present relevant solutions Run demos and walkthroughs using tools like Digits Handle objections, create proposals, and close deals independently Pipeline Management & Follow-Ups Maintain consistent follow-ups to nurture leads Track all interactions and deal stages in CRM Ensure no opportunities are lost due to lack of follow-up Reporting & Performance Tracking Track outreach, conversions, ad performance, and pipeline metrics Maintain CRM hygiene with accurate notes and updates Provide weekly performance insights and reports What Makes You a Perfect Fit You’ve sold accounting, bookkeeping, or financial services before You can run discovery calls and close deals independently You’re comfortable balancing outbound outreach + inbound lead handling You are results-driven and thrive in a performance-based environment You take ownership of pipeline, not just activity Required Experience & Skills (Must-Have) Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services Experience conducting discovery calls and closing deals Familiarity with CRM tools (HubSpot, Salesforce, or similar) Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator) Strong communication skills (written + verbal) Ability to manage full sales cycle from prospecting to close Ideal Experience (Nice-to-Have) Experience selling into SMBs or service-based businesses Familiarity with tools like GoHighLevel or Digits Experience running or supporting paid social campaigns Understanding of accounting workflows or financial operations What Does a Typical Day Look Like? Research and build targeted prospect lists Execute outreach campaigns across multiple channels Conduct discovery calls and qualify opportunities Present solutions and move deals toward close Follow up with leads and maintain pipeline momentum Update CRM and track performance metrics Key Metrics for Success (KPIs) Number of qualified opportunities generated Deals closed and revenue contribution Conversion rates (lead → call → close) Outreach activity and response rates CRM accuracy and pipeline management Interview Process Initial Screening Call Recruiter Interview Client Interview Offer & Onboarding
Job Title: 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 Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals.
This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for prospecting, outreach, discovery calls, and closing smaller deals, while working closely with the service delivery team for onboarding.
The ideal candidate has prior experience selling accounting, bookkeeping, or financial services, understands client pain points in these industries, and can confidently run conversations end-to-end.
Responsibilities
Prospecting & Research
- Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate)
- Build lead lists using LinkedIn, directories, and prospecting tools
- Understand industry-specific pain points to tailor outreach
Multi-Channel Outreach & Lead Generation
- Execute outreach via email, cold calls, LinkedIn, and social platforms
- Engage prospects in conversations and move them toward discovery calls
- Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound
Discovery, Qualification & Closing
- Conduct discovery calls using frameworks like BANT or MEDDIC
- Identify client needs and present relevant solutions
- Run demos and walkthroughs using tools like Digits
- Handle objections, create proposals, and close deals independently
Pipeline Management & Follow-Ups
- Maintain consistent follow-ups to nurture leads
- Track all interactions and deal stages in CRM
- Ensure no opportunities are lost due to lack of follow-up
Reporting & Performance Tracking
- Track outreach, conversions, ad performance, and pipeline metrics
- Maintain CRM hygiene with accurate notes and updates
- Provide weekly performance insights and reports
What Makes You a Perfect Fit
- You’ve sold accounting, bookkeeping, or financial services before
- You can run discovery calls and close deals independently
- You’re comfortable balancing outbound outreach + inbound lead handling
- You are results-driven and thrive in a performance-based environment
- You take ownership of pipeline, not just activity
Required Experience & Skills (Must-Have)
- Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services
- Experience conducting discovery calls and closing deals
- Familiarity with CRM tools (HubSpot, Salesforce, or similar)
- Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator)
- Strong communication skills (written + verbal)
- Ability to manage full sales cycle from prospecting to close
Ideal Experience (Nice-to-Have)
- Experience selling into SMBs or service-based businesses
- Familiarity with tools like GoHighLevel or Digits
- Experience running or supporting paid social campaigns
- Understanding of accounting workflows or financial operations
What Does a Typical Day Look Like?
- Research and build targeted prospect lists
- Execute outreach campaigns across multiple channels
- Conduct discovery calls and qualify opportunities
- Present solutions and move deals toward close
- Follow up with leads and maintain pipeline momentum
- Update CRM and track performance metrics
Key Metrics for Success (KPIs)
- Number of qualified opportunities generated
- Deals closed and revenue contribution
- Conversion rates (lead → call → close)
- Outreach activity and response rates
- CRM accuracy and pipeline management
Interview Process
- Initial Screening Call
- Recruiter Interview
- Client Interview
- Offer & Onboarding
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!"
