Sales Development Representative (SDR) - Accounting & Financial Services
TypeFull-time job
LocationPakistan
Posted11 hours ago
Sales Development Representative (SDR) – Accounting & Financial Services | Remote
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)
About the Role
At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline and revenue growth across accounting and financial services.
This is a high-ownership, full-cycle sales role that goes beyond traditional appointment setting. You’ll prospect for new business, execute multi-channel outreach, conduct discovery calls, present solutions, and close smaller deals independently.
The ideal candidate has experience selling accounting, bookkeeping, financial, or related professional services and understands how to communicate with SMB owners about their financial and operational challenges.
What You’ll Own
Prospecting & Lead Generation
Identify and research prospective customers across target verticals, including:
Churches
E-commerce
Construction
Home services
Trucking
Real estate
Build targeted prospect lists using LinkedIn, directories, and prospecting platforms
Identify decision-makers and relevant buying signals
Understand industry-specific pain points and tailor outreach accordingly
Maintain a consistent pipeline of new prospects
Multi-Channel Outreach
Execute outbound prospecting through:
Cold email
Cold calling
LinkedIn
Social platforms
Personalize messaging based on prospect needs and industry
Engage prospects and move qualified leads into discovery conversations
Maintain disciplined follow-up across multiple touchpoints
Support basic Facebook and Instagram campaigns to generate inbound opportunities
Discovery, Qualification & Closing
Conduct discovery calls using frameworks such as BANT or MEDDIC
Understand prospects’ accounting, bookkeeping, and financial-service needs
Qualify opportunities based on fit, needs, budget, and buying intent
Present relevant service solutions
Conduct demos and walkthroughs using tools such as Digits
Handle objections confidently and professionally
Prepare proposals and move opportunities toward close
Independently close smaller deals
Coordinate with the service delivery team for smooth client onboarding
Pipeline & CRM Management
Own opportunities from initial prospecting through close
Maintain consistent follow-up with active prospects
Track conversations, tasks, and deal stages accurately in the CRM
Keep pipeline data clean and current
Ensure opportunities do not stall due to missed follow-ups
Maintain clear visibility into next steps across every active deal
Reporting & Performance
Track:
Outreach activity
Response rates
Discovery calls
Qualified opportunities
Conversion rates
Deals closed
Revenue generated
Paid campaign performance
Maintain accurate CRM notes and reporting
Provide weekly performance insights and pipeline updates
Identify opportunities to improve messaging, targeting, and conversion
Must-Have Experience & Skills
Proven B2B sales experience, preferably selling:
Accounting services
Bookkeeping services
Financial services
Related professional services
Experience conducting discovery and qualification calls
Demonstrated ability to close deals independently
Experience managing opportunities across the full sales cycle
Strong outbound prospecting and lead-generation experience
Familiarity with tools such as:
Apollo
Salesloft
Outreach
LinkedIn Sales Navigator
Experience with HubSpot, Salesforce, or similar CRM platforms
Strong written and verbal English communication skills
Strong objection-handling and follow-up skills
Ability to work independently during U.S. EST business hours
Nice to Have
Experience selling to SMBs or service-based businesses
Understanding of accounting workflows and financial operations
Familiarity with GoHighLevel
Experience using Digits
Experience supporting or running Facebook and Instagram campaigns
Experience selling into industries such as construction, real estate, e-commerce, trucking, or home services
Tools & Tech
HubSpot | Salesforce | Apollo | Salesloft | Outreach | LinkedIn Sales Navigator | GoHighLevel | Digits | Meta Ads
What Makes You a Strong Fit
You’ve sold accounting, bookkeeping, financial, or professional services before
You can confidently move from cold outreach to discovery to close
You understand that success is measured by pipeline and revenue, not just activity
You can speak credibly with business owners about operational and financial pain points
You’re comfortable balancing outbound prospecting with inbound opportunities
You follow up consistently and maintain an organized pipeline
You take ownership of outcomes rather than waiting for direction
What a Typical Day Looks Like
You may start by researching target accounts and building prospect lists before moving into cold calls, emails, and LinkedIn outreach.
Throughout the day, you’ll conduct discovery calls, qualify prospects, demonstrate solutions, handle objections, prepare proposals, and move active opportunities toward close.
You’ll also maintain CRM records, follow up with prospects, review campaign performance, and coordinate successful new clients with the service delivery team.
In short: you own the sales process from prospecting through close and turn qualified opportunities into revenue.
Key Metrics for Success
Qualified opportunities generated
Deals closed
Revenue contribution
Lead → discovery call conversion
Discovery call → close conversion
Outreach response rates
Pipeline growth and velocity
Consistent follow-up execution
CRM accuracy and pipeline hygiene
Interview Process
Initial Screening Call
Spark Hire Video Interview
Recruiter Interview
Client Interview
Offer & Onboarding
Apply Now
If you have experience selling accounting, bookkeeping, financial, or professional services and can confidently own the sales process from prospecting through discovery and close, we’d love to hear from you.
Apply now and help build a high-performing pipeline across growing SMB markets.
#SalesDevelopmentRepresentative #SDR #AccountingSales #FinancialServices #B2BSales #OutboundSales #LeadGeneration #BusinessDevelopment #RemoteSales #RemoteJobs
Originally posted on Himalayas
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)
About the Role
At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline and revenue growth across accounting and financial services.
This is a high-ownership, full-cycle sales role that goes beyond traditional appointment setting. You’ll prospect for new business, execute multi-channel outreach, conduct discovery calls, present solutions, and close smaller deals independently.
The ideal candidate has experience selling accounting, bookkeeping, financial, or related professional services and understands how to communicate with SMB owners about their financial and operational challenges.
What You’ll Own
Prospecting & Lead Generation
Identify and research prospective customers across target verticals, including:
Churches
E-commerce
Construction
Home services
Trucking
Real estate
Build targeted prospect lists using LinkedIn, directories, and prospecting platforms
Identify decision-makers and relevant buying signals
Understand industry-specific pain points and tailor outreach accordingly
Maintain a consistent pipeline of new prospects
Multi-Channel Outreach
Execute outbound prospecting through:
Cold email
Cold calling
Social platforms
Personalize messaging based on prospect needs and industry
Engage prospects and move qualified leads into discovery conversations
Maintain disciplined follow-up across multiple touchpoints
Support basic Facebook and Instagram campaigns to generate inbound opportunities
Discovery, Qualification & Closing
Conduct discovery calls using frameworks such as BANT or MEDDIC
Understand prospects’ accounting, bookkeeping, and financial-service needs
Qualify opportunities based on fit, needs, budget, and buying intent
Present relevant service solutions
Conduct demos and walkthroughs using tools such as Digits
Handle objections confidently and professionally
Prepare proposals and move opportunities toward close
Independently close smaller deals
Coordinate with the service delivery team for smooth client onboarding
Pipeline & CRM Management
Own opportunities from initial prospecting through close
Maintain consistent follow-up with active prospects
Track conversations, tasks, and deal stages accurately in the CRM
Keep pipeline data clean and current
Ensure opportunities do not stall due to missed follow-ups
Maintain clear visibility into next steps across every active deal
Reporting & Performance
Track:
Outreach activity
Response rates
Discovery calls
Qualified opportunities
Conversion rates
Deals closed
Revenue generated
Paid campaign performance
Maintain accurate CRM notes and reporting
Provide weekly performance insights and pipeline updates
Identify opportunities to improve messaging, targeting, and conversion
Must-Have Experience & Skills
Proven B2B sales experience, preferably selling:
Accounting services
Bookkeeping services
Financial services
Related professional services
Experience conducting discovery and qualification calls
Demonstrated ability to close deals independently
Experience managing opportunities across the full sales cycle
Strong outbound prospecting and lead-generation experience
Familiarity with tools such as:
Apollo
Salesloft
Outreach
LinkedIn Sales Navigator
Experience with HubSpot, Salesforce, or similar CRM platforms
Strong written and verbal English communication skills
Strong objection-handling and follow-up skills
Ability to work independently during U.S. EST business hours
Nice to Have
Experience selling to SMBs or service-based businesses
Understanding of accounting workflows and financial operations
Familiarity with GoHighLevel
Experience using Digits
Experience supporting or running Facebook and Instagram campaigns
Experience selling into industries such as construction, real estate, e-commerce, trucking, or home services
Tools & Tech
HubSpot | Salesforce | Apollo | Salesloft | Outreach | LinkedIn Sales Navigator | GoHighLevel | Digits | Meta Ads
What Makes You a Strong Fit
You’ve sold accounting, bookkeeping, financial, or professional services before
You can confidently move from cold outreach to discovery to close
You understand that success is measured by pipeline and revenue, not just activity
You can speak credibly with business owners about operational and financial pain points
You’re comfortable balancing outbound prospecting with inbound opportunities
You follow up consistently and maintain an organized pipeline
You take ownership of outcomes rather than waiting for direction
What a Typical Day Looks Like
You may start by researching target accounts and building prospect lists before moving into cold calls, emails, and LinkedIn outreach.
Throughout the day, you’ll conduct discovery calls, qualify prospects, demonstrate solutions, handle objections, prepare proposals, and move active opportunities toward close.
You’ll also maintain CRM records, follow up with prospects, review campaign performance, and coordinate successful new clients with the service delivery team.
In short: you own the sales process from prospecting through close and turn qualified opportunities into revenue.
Key Metrics for Success
Qualified opportunities generated
Deals closed
Revenue contribution
Lead → discovery call conversion
Discovery call → close conversion
Outreach response rates
Pipeline growth and velocity
Consistent follow-up execution
CRM accuracy and pipeline hygiene
Interview Process
Initial Screening Call
Spark Hire Video Interview
Recruiter Interview
Client Interview
Offer & Onboarding
Apply Now
If you have experience selling accounting, bookkeeping, financial, or professional services and can confidently own the sales process from prospecting through discovery and close, we’d love to hear from you.
Apply now and help build a high-performing pipeline across growing SMB markets.
#SalesDevelopmentRepresentative #SDR #AccountingSales #FinancialServices #B2BSales #OutboundSales #LeadGeneration #BusinessDevelopment #RemoteSales #RemoteJobs
Originally posted on Himalayas
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