Sales Development Representative (SDR) - Accounting & Financial Services

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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Originally posted on Himalayas