Job Description
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
- 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.

