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
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.