Sales Development Representative (SDR) - Accounting & Financial Services

Job Description

Job Title: 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 Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals.

This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for prospecting, outreach, discovery calls, and closing smaller deals, while working closely with the service delivery team for onboarding.

The ideal candidate has prior experience selling accounting, bookkeeping, or financial services, understands client pain points in these industries, and can confidently run conversations end-to-end.

Responsibilities

Prospecting & Research

• Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate)
• Build lead lists using LinkedIn, directories, and prospecting tools
• Understand industry-specific pain points to tailor outreach

Multi-Channel Outreach & Lead Generation

• Execute outreach via email, cold calls, LinkedIn, and social platforms
• Engage prospects in conversations and move them toward discovery calls
• Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound

Discovery, Qualification & Closing

• Conduct discovery calls using frameworks like BANT or MEDDIC
• Identify client needs and present relevant solutions
• Run demos and walkthroughs using tools like Digits
• Handle objections, create proposals, and close deals independently

Pipeline Management & Follow-Ups

• Maintain consistent follow-ups to nurture leads
• Track all interactions and deal stages in CRM
• Ensure no opportunities are lost due to lack of follow-up

Reporting & Performance Tracking

• Track outreach, conversions, ad performance, and pipeline metrics
• Maintain CRM hygiene with accurate notes and updates
• Provide weekly performance insights and reports

What Makes You a Perfect Fit

• You’ve sold accounting, bookkeeping, or financial services before
• You can run discovery calls and close deals independently
• You’re comfortable balancing outbound outreach + inbound lead handling
• You are results-driven and thrive in a performance-based environment
• You take ownership of pipeline, not just activity

Required Experience & Skills (Must-Have)

• Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services
• Experience conducting discovery calls and closing deals
• Familiarity with CRM tools (HubSpot, Salesforce, or similar)
• Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator)
• Strong communication skills (written + verbal)
• Ability to manage full sales cycle from prospecting to close

Ideal Experience (Nice-to-Have)

• Experience selling into SMBs or service-based businesses
• Familiarity with tools like GoHighLevel or Digits
• Experience running or supporting paid social campaigns
• Understanding of accounting workflows or financial operations

What Does a Typical Day Look Like?

• Research and build targeted prospect lists
• Execute outreach campaigns across multiple channels
• Conduct discovery calls and qualify opportunities
• Present solutions and move deals toward close
• Follow up with leads and maintain pipeline momentum
• Update CRM and track performance metrics

Key Metrics for Success (KPIs)

• Number of qualified opportunities generated
• Deals closed and revenue contribution
• Conversion rates (lead → call → close)
• Outreach activity and response rates
• CRM accuracy and pipeline management

Interview Process

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

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