Sales Development Representative (SDR) - Accounting & Financial Services

Sales Development Representative (SDR) – Accounting & Financial Services

Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)

About the Role

We’re hiring a high-performing Sales Development Representative (SDR) to drive pipeline growth across accounting, bookkeeping, and financial services verticals.

This is not a basic appointment-setting role.

You will own:

• Outbound prospecting
• Lead generation
• Discovery calls
• Pipeline management
• Follow-ups
• Closing smaller deals independently

You’ll work closely with leadership and service delivery teams to move prospects from first contact through onboarding while helping grow revenue across key service-based industries.

Target industries include:

• Churches
• E-commerce
• Construction
• Home services
• Trucking
• Real estate

If you understand accounting and financial services pain points, thrive in outbound sales environments, and can confidently manage conversations end-to-end, this role is a strong fit.

What You’ll Own

Prospecting & Research

• Identify and research potential customers across target verticals
• Build targeted lead lists using:
• LinkedIn Sales Navigator
• Apollo
• Directories
• Outbound prospecting tools
• Research company pain points and tailor outreach messaging
• Maintain organized lead and pipeline tracking systems

Multi-Channel Outreach & Lead Generation

• Execute outbound outreach across:
• Cold calls
• Email campaigns
• LinkedIn
• Social platforms
• Generate and qualify new sales opportunities
• Follow up consistently to maintain pipeline momentum
• Support inbound lead generation through basic paid campaigns such as:
• Facebook Ads
• Instagram Ads
• Optimize outreach messaging and response rates

Discovery, Qualification & Closing

• Conduct discovery calls using frameworks such as:
• BANT
• MEDDIC
• SPIN
• Identify client pain points and present tailored solutions
• Run demos and walkthroughs using tools such as:
• Digits
• GoHighLevel
• Service presentation platforms
• Handle objections professionally and confidently
• Create proposals and close smaller deals independently
• Coordinate onboarding handoff to service delivery teams

Pipeline Management & Follow-Ups

• Maintain proactive follow-up cadences across all opportunities
• Ensure no qualified lead is lost due to lack of communication
• Update CRM systems with:
• Notes
• Activities
• Pipeline stages
• Deal status
• Maintain strong CRM hygiene and pipeline visibility

Reporting & Performance Tracking

• Track:
• Outreach activity
• Conversion rates
• Pipeline growth
• Ad performance
• Revenue contribution
• Prepare weekly sales performance updates and reports
• Identify trends and opportunities to improve sales effectiveness

Must-Have Requirements

Experience

• Proven B2B sales experience in:
• Accounting services
• Bookkeeping services
• Financial services
• Professional services
• Experience conducting:
• Discovery calls
• Sales presentations
• Deal closing
• Experience managing the full sales cycle from prospecting to close

Core Skills

• Strong experience with CRM platforms such as:
• HubSpot
• Salesforce
• Similar systems
• Familiarity with outbound sales tools including:
• Apollo
• Outreach
• Salesloft
• LinkedIn Sales Navigator
• Strong written and verbal English communication skills
• Ability to work independently in a remote sales environment
• Strong objection handling, follow-up, and relationship-building skills

Nice to Have

• Experience selling into:
• SMBs
• Service-based businesses
• Accounting firms
• Familiarity with:
• GoHighLevel
• Digits
• Accounting workflows
• Bookkeeping operations
• Experience supporting or running:
• Facebook Ads
• Instagram Ads
• Lead generation campaigns
• Understanding of:
• Financial operations
• Bookkeeping pain points
• Operational accounting workflows

What Makes You a Strong Fit

• You are highly results-driven and performance-oriented
• You can confidently run discovery calls and close deals independently
• You balance outbound prospecting with relationship-building
• You follow up consistently and proactively
• You take ownership of revenue and pipeline growth — not just activity metrics
• You thrive in fast-paced, high-accountability sales environments

What a Typical Day Looks Like

• Research and build targeted prospect lists
• Execute outbound outreach campaigns across multiple channels
• Conduct discovery and qualification calls
• Present tailored solutions and move deals toward close
• Follow up with active prospects and nurture opportunities
• Update CRM records and pipeline activity
• Review outreach performance and optimize messaging

In short:
You drive pipeline growth by prospecting, qualifying, nurturing, and closing opportunities within accounting and financial services markets.

Key Metrics for Success (KPIs)

• Qualified opportunities generated
• Deals closed and revenue contribution
• Conversion rates:
• Lead → Discovery Call
• Discovery Call → Close
• Outreach activity and response rates
• CRM accuracy and pipeline hygiene
• Consistency of follow-up execution

Why This Role Stands Out

• High-ownership sales role with direct revenue impact
• Opportunity to manage the full sales cycle
• Exposure to accounting and financial services industries
• Performance-focused environment with measurable KPIs
• Opportunity to grow into:
• Account Executive
• Sales Manager
• Revenue Operations
• Business Development leadership
• Fully remote role aligned with U.S. business hours

Interview Process

• Initial Screening Call
• Recruiter Interview
• Client Interview
• Offer & Onboarding

Apply Now

If you:

• Have experience selling accounting or financial services
• Enjoy outbound sales and relationship-building
• Can confidently run discovery calls and close deals
• Thrive in high-performance sales environments

This role is a strong fit for you.