Sales Development Representative (SDR) - Accounting & Financial Services

Job description

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: - BANT - MEDDIC - SPIN - 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.