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