? Sales Development Representative (SDR) – Accounting & Financial Services | Remote | EST Hours
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 growth and close opportunities within accounting, bookkeeping, and financial services industries.
This is not a traditional appointment-setting SDR role.
You’ll own a larger portion of the sales cycle, including:
- Ensure no opportunities are lost due to poor follow-up
- Maintain strong pipeline visibility and reporting accuracy
Reporting & Sales Performance Tracking
- Monitor:
- outreach activity
- response rates
- lead conversion
- pipeline movement
- ad performance
- Provide weekly sales and pipeline reporting
- Identify areas for optimization across outreach and sales processes
? What Success Looks Like
- Consistent generation of qualified opportunities
- Strong lead-to-close conversion rates
- Healthy and organized sales pipeline
- Fast and consistent follow-up execution
- High CRM accuracy and reporting quality
- Revenue contribution through closed deals
? What Makes You a Strong Fit
- You’ve sold accounting, bookkeeping, or financial services before
- You’re comfortable running discovery calls independently
- You know how to build trust quickly with SMB owners
- You can balance outbound prospecting with inbound lead handling
- You’re competitive, results-driven, and proactive
- You take ownership of pipeline and revenue outcomes — not just activity metrics
✅ Must-Have Requirements
Experience
- Proven B2B sales experience in:
- accounting
- bookkeeping
- financial services
- or closely related industries
- Experience managing full sales cycles:
- prospecting
- qualification
- demos
- closing
Technical Skills
- Hands-on CRM experience with:
- HubSpot
- Salesforce
- or similar tools
- Experience using outbound sales tools such as:
- Apollo
- Outreach
- Salesloft
- LinkedIn Sales Navigator
- Strong written and verbal English communication
- Comfortable speaking with U.S.-based SMB clients
- Strong objection-handling and relationship-building ability
- Self-motivated and comfortable working independently in remote environments
- Research and build targeted prospect lists
- Launch outbound outreach campaigns
- Conduct discovery calls and qualify leads
- Present accounting and bookkeeping solutions
- Follow up consistently with active opportunities
- Update CRM records and track pipeline movement
- Monitor outreach performance and conversion metrics
In short:
You generate pipeline, build relationships, and close accounting and financial service opportunities through structured outbound sales execution.
? Key Metrics for Success (KPIs)
- Qualified opportunities generated
- Deals closed and revenue contribution
- Lead-to-call and call-to-close conversion rates
- Outreach activity and response rates
- CRM accuracy and pipeline hygiene
- Consistency of follow-up execution
? Why This Role Stands Out
- Full-cycle SDR ownership beyond appointment setting
- Direct impact on pipeline and revenue growth
- Opportunity to work closely with accounting and financial service businesses
- High-autonomy sales environment with measurable impact
- Exposure to:
- outbound sales
- discovery
- demos
- closing
- pipeline strategy
- Opportunity to grow into:
- Account Executive
- Sales Manager
- Revenue Operations
- Business Development leadership
- understand accounting and bookkeeping sales
- can confidently run discovery calls and close deals
- thrive in outbound and relationship-driven sales environments
- want ownership over pipeline and revenue generation
this is a strong opportunity to grow within high-performance B2B sales.