Sales Development Representative (SDR) - Accounting & Financial Services

Pavago; United States; Remote; USD 50,000 - 75,000; Full time

Job summary

Pavago is seeking a results-driven Sales Development Representative (SDR) to generate and close new business across accounting, bookkeeping, and financial services. This is a fully remote role, aligned with US business hours (EST).

You will own outbound prospecting, discovery, qualification, and pipeline management, targeting industries like construction, home services, e-commerce, trucking, real estate, and churches. Success means steady qualified opportunities and clean CRM.

Qualifications

• Proven B2B sales experience in accounting or financial services.
• Experience with outbound prospecting and lead generation.
• Confident discovery calls and presenting while handling objections.
• Experience managing opportunities from prospecting through close.
• Familiarity with HubSpot or Salesforce.

Responsibilities

• Build targeted prospect lists and execute outreach across channels.
• Conduct discovery calls with decision-makers and qualify needs.
• Manage opportunities from prospecting to close and coordinate handoffs.
• Maintain accurate CRM records and pipeline hygiene.

Skills

B2B sales experience

Outbound prospecting

Discovery calls

Closing deals

CRM proficiency

Tools

HubSpot

Salesforce

Apollo

LinkedIn Sales Navigator

Outreach

Salesloft

Job description

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

1. Initial Application Review
2. Spark Hire Intro Video
3. Recruiter Interview
4. Client Interview
5. 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.

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