Remote SDR: Accounting & Financial Services Growth

Pavago; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

Pavago is seeking a Sales Development Representative (SDR) to fuel pipeline growth within accounting and financial services. This high-ownership, full-cycle role involves prospecting, outreach, discovery calls, and closing smaller deals, while working with the service delivery team for onboarding.

The ideal candidate has experience selling accounting, bookkeeping, or financial services, can run discovery calls end-to-end, and balances outbound with inbound leads in a results-driven environment.

Qualifications

• Proven B2B sales experience, ideally in accounting, bookkeeping, or financial services.
• Experience conducting discovery calls and closing deals.
• Familiarity with CRM tools (HubSpot, Salesforce) and outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator).
• Excellent written and verbal communication skills across multiple channels.
• Ability to manage full sales cycle from prospecting to close.
• Comfort with remote, autonomous work and performance-based environment.

Responsibilities

• Prospecting & Research: Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate).
• Prospecting & Research: Build lead lists using LinkedIn, directories, and prospecting tools.
• Prospecting & Research: Understand industry-specific pain points to tailor outreach.
• Multi-Channel Outreach & Lead Generation: Execute outreach via email, cold calls, LinkedIn, and social platforms.
• Multi-Channel Outreach & Lead Generation: Engage prospects in conversations and move them toward discovery calls.
• Multi-Channel Outreach & Lead Generation: Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound.
• Discovery, Qualification & Closing: Conduct discovery calls using frameworks like BANT or MEDDIC.
• Discovery, Qualification & Closing: Identify client needs and present relevant solutions.
• Discovery, Qualification & Closing: Run demos and walkthroughs using tools like Digits.
• Discovery, Qualification & Closing: Handle objections, create proposals, and close deals independently.
• Pipeline Management & Follow-Ups: Maintain consistent follow-ups to nurture leads.
• Pipeline Management & Follow-Ups: Track all interactions and deal stages in CRM.
• Pipeline Management & Follow-Ups: Ensure no opportunities are lost due to lack of follow-up.
• Reporting & Performance Tracking: Track outreach, conversions, ad performance, and pipeline metrics.
• Reporting & Performance Tracking: Maintain CRM hygiene with accurate notes and updates.
• Reporting & Performance Tracking: Provide weekly performance insights and reports.
• What Makes You a Perfect Fit: You’ve sold accounting, bookkeeping, or financial services before.
• What Makes You a Perfect Fit: You can run discovery calls and close deals independently.
• What Makes You a Perfect Fit: You’re comfortable balancing outbound outreach + inbound lead handling.
• What Makes You a Perfect Fit: You are results-driven and thrive in a performance-based environment.
• What Makes You a Perfect Fit: You take ownership of pipeline, not just activity.
• Required Experience & Skills (Must-Have): Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services.
• Required Experience & Skills (Must-Have): Experience conducting discovery calls and closing deals.
• Required Experience & Skills (Must-Have): Familiarity with CRM tools (HubSpot, Salesforce, or similar).
• Required Experience & Skills (Must-Have): Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator).
• Required Experience & Skills (Must-Have): Strong communication skills (written + verbal).
• Required Experience & Skills (Must-Have): Ability to manage full sales cycle from prospecting to close.
• Ideal Experience (Nice-to-Have): Experience selling into SMBs or service-based businesses.
• Ideal Experience (Nice-to-Have): Familiarity with tools like GoHighLevel or Digits.
• Ideal Experience (Nice-to-Have): Experience running or supporting paid social campaigns.
• Ideal Experience (Nice-to-Have): Understanding of accounting workflows or financial operations.
• What Does a Typical Day Look Like?: Research and build targeted prospect lists.
• What Does a Typical Day Look Like?: Execute outreach campaigns across multiple channels.
• What Does a Typical Day Look Like?: Conduct discovery calls and qualify opportunities.
• What Does a Typical Day Look Like?: Present solutions and move deals toward close.
• What Does a Typical Day Look Like?: Follow up with leads and maintain pipeline momentum.
• What Does a Typical Day Look Like?: Update CRM and track performance metrics.
• Key Metrics for Success (KPIs): Number of qualified opportunities generated.
• Key Metrics for Success (KPIs): Deals closed and revenue contribution.
• Key Metrics for Success (KPIs): Conversion rates (lead, call, close).
• Key Metrics for Success (KPIs): Outreach activity and response rates.
• Key Metrics for Success (KPIs): CRM accuracy and pipeline management.
• Interview Process: Initial Screening Call
• Interview Process: Recruiter Interview
• Interview Process: Client Interview
• Interview Process: Offer & Onboarding

Skills

B2B sales

Discovery calls

Closing deals

CRM tools

Outbound outreach

Written & verbal communication

Tools

HubSpot

Salesforce

Salesloft

Outreach

Apollo

LinkedIn Sales Navigator

Job description

Pavago is seeking a Sales Development Representative (SDR) to fuel pipeline growth within accounting and financial services. This high-ownership, full-cycle role involves prospecting, outreach, discovery calls, and closing smaller deals, while working with the service delivery team for onboarding.

The ideal candidate has experience selling accounting, bookkeeping, or financial services, can run discovery calls end-to-end, and balances outbound with inbound leads in a results-driven environment.