Sales Development Representative (SDR) - Accounting & Financial Services

Job description

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.

#SalesDevelopmentRepresentative #SDR #AccountingSales #FinancialServices #B2BSales #OutboundSales #BusinessDevelopment #LeadGeneration #RemoteSales #Pavago