Sales Development Representative (SDR) - Accounting & Financial Services

* 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.