Sales Development Representative SDR

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.