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Sales Development Representative (SDR) - Accounting & Financial Services
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PayCompetitive
LocationRemote
Employment typeFull-Time
Job Description
- Req#: 736A30B6BF
- Outbound prospecting
- Lead generation
- Discovery calls
- Pipeline management
- Follow-ups
- Closing smaller deals independently
- Churches
- E-commerce
- Construction
- Home services
- Trucking
- Real estate
- 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
- Execute outbound outreach across:
- Cold calls
- Email campaigns
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Initial Screening Call
- Recruiter Interview
- Client Interview
- Offer & Onboarding
- 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
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:
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:
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
Must-Have Requirements
Experience
Nice to Have
What Makes You a Strong Fit
What a Typical Day Looks Like
In short:
You drive pipeline growth by prospecting, qualifying, nurturing, and closing opportunities within accounting and financial services markets.
Key Metrics for Success (KPIs)
Why This Role Stands Out
Interview Process
Apply Now
If you:
This role is a strong fit for you.About the company
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