Senior Sales and Account Executive - Accounting &

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About The Role

# Senior Sales and Account Executive - Accounting & Financial Services

> Pavago · Pakistan (Remote) · — · Posted 2026-05-25

**Workplace:** remote

**Department:** Candidate Sourcing

## Description

### **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)**