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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