Sales Development Representative - Financial and Accounting Services

Cloudpso; Dallas, Northern (TX, KY); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Company gadgets

Paid time off

Stock options (ESOP)

Competitive salary and benefits

Job summary

CloudPSO is hiring a Sales Development Representative to drive the new CloudPSO Bookkeeping/Accounting and Financial Services offering for US-based startups and small businesses. This remote role targets US-based ICPs, qualifying prospects, and scheduling discovery calls from an offshore location.

Ideal candidates have SDR/outbound sales experience within tax, accounting, or financial services, and are comfortable working US EST hours from abroad, with strong English communication skills and a

Qualifications

• Experience as SDR/BDR or outbound sales in tax, accounting, bookkeeping, or financial services.
• Proven track record selling to US-based clients from offshore location.
• Strong written and spoken English for outreach and calls.

Responsibilities

• Identify and research target ICPs (US startups/SMBs).
• Engage, qualify, and nurture prospective clients.
• Book qualified discovery calls to close and move opportunities forward.
• Finalize pricing details and paperwork with clients.
• Maintain accurate prospect records in the CRM.

Skills

Outbound sales

English communication

US market experience

CRM

Tools

CRM

Job description

Sales Development Representative - Financial and Accounting Services

CloudPSO is a Information Technology Outsourcing (ITO) company that assists in the acquisition of qualified staff to address complex digital problems in order to increase efficiency, reduce costs, and maintain compliance.

CloudPSO was founded in 2017 with an aim to provide businesses with a competent and skilled workforce at any given point in time and from any geographic region.

We are a US-based company with headquarters in Dallas (Texas) and a center of excellence in Pakistan. We have over 200 facility seats with an additional Work-From-Home facility. CloudPSO has skillful in-house software development teams with state-of-the‑art tools, the latest VOIP technology platform, and secure infrastructure.

Our core values consist of client satisfaction, commitment, quality, and transparency.

We, at CloudPSO, hunt, analyze, recruit, train, and retain top‑notch talent for you to help achieve your business goals. Optimizing mission‑critical and day‑to‑day enterprise IT operations, CloudPSO enables businesses to transform, innovate and scale.

Job Description

This is a remote position.

About Us

CloudPSO is an Information Technology Outsourcing (ITO) company that helps businesses acquire qualified staff to solve complex digital problems, increase efficiency, reduce costs, and maintain compliance. Founded in 2017, CloudPSO is a US‑based company headquartered in Dallas, Texas, with a center of excellence in Pakistan.

We're now building CloudPSO Bookkeeping/Accounting and Financial Services, an outsourced bookkeeping and accounting service for US‑based startups and small businesses and hiring the sales team to grow it.

Key Responsibilities

• Identify and research target ICPs mainly US‑incorporated startups/SMBs or relevant companies with need.
  
• Identify and research target ICPs in relevant tax and accounting markets.
  
• Engage, qualify, and nurture prospective clients
  
• Book qualified discovery calls to close
  
• Finalizing pricing details and paperwork with the client
  
• Manage follow‑ups and maintain accurate prospect records in the CRM
  

Requirements

• Previous experience as an SDR, BDR, or in outbound sales, specifically within tax, accounting, bookkeeping, or financial services
  
• Demonstrated experience selling to US‑based clients from an offshore location
  
• Comfortable working US EST hours from Pakistan
  
• Strong written and spoken English for Calls, LinkedIn and email outreach
  
• Self‑directed and comfortable working against weekly outbound volume targets
  
• Medical insurance
  
• Company gadgets
  
• Paid time off
  
• Stock options (ESOP)
  
• Competitive salary and benefits package.
  
• Opportunities for professional development and growth.
  
• Collaborative and innovative work environment.
  
• Chance to work on cutting‑edge cloud projects.
  
• Supportive and inclusive company culture