Sales Development Representative (SDR) - Accounting & Financial Services

You’ll own a larger portion of the sales cycle, including:

* prospecting
* outbound outreach
* discovery calls
* lead qualification
* demos
* proposal discussions
* closing smaller deals

You’ll work closely with service delivery and onboarding teams to ensure smooth client transitions after the sale.

The ideal candidate understands:

* accounting and bookkeeping pain points
* SMB financial operations
* service-based sales
* relationship-driven B2B conversations

If you can confidently run sales conversations end-to-end and thrive in performance-driven environments — this role is a strong fit.

🔥 What You’ll Own

Prospecting & Lead Research

* Identify and research target businesses across industries such as:
* churches
* e-commerce
* construction
* home services
* trucking
* real estate

* Build targeted lead lists using:
* LinkedIn Sales Navigator
* Apollo
* online directories
* prospecting tools

* Research client pain points and tailor outreach messaging accordingly
* Identify decision-makers and high-potential opportunities

Multi-Channel Outreach & Pipeline Generation

* Execute outbound campaigns via:
* cold email
* cold calling
* LinkedIn outreach
* social channels

* Engage prospects in meaningful sales conversations
* Move leads toward discovery calls and conversion
* Support inbound generation through:
* Facebook campaigns
* Instagram campaigns
* lightweight paid social support

* Maintain consistent follow-up cadence to maximize conversion opportunities

Discovery Calls, Qualification & Closing

* Conduct discovery calls using frameworks such as:
* BANT
* MEDDIC

* Identify:
* operational pain points
* accounting challenges
* financial workflow inefficiencies

* Present tailored accounting and financial service solutions
* Run walkthroughs and demos using platforms such as:
* Digits
* CRM tools
* financial workflow systems

* Handle objections confidently and close smaller deals independently

CRM & Pipeline Management

* Maintain organized CRM records in:
* HubSpot
* Salesforce
* or similar platforms

* Track:
* outreach activity
* deal stages
* notes
* follow-up schedules

* Ensure no opportunities are lost due to poor follow-up
* Maintain strong pipeline visibility and reporting accuracy

Reporting & Sales Performance Tracking

* Monitor:
* outreach activity
* response rates
* lead conversion
* pipeline movement
* ad performance

* Provide weekly sales and pipeline reporting
* Identify areas for optimization across outreach and sales processes

📊 What Success Looks Like

* Consistent generation of qualified opportunities
* Strong lead-to-close conversion rates
* Healthy and organized sales pipeline
* Fast and consistent follow-up execution
* High CRM accuracy and reporting quality
* Revenue contribution through closed deals

🧠 What Makes You a Strong Fit

* You’ve sold accounting, bookkeeping, or financial services before
* You’re comfortable running discovery calls independently
* You know how to build trust quickly with SMB owners
* You can balance outbound prospecting with inbound lead handling
* You’re competitive, results-driven, and proactive
* You take ownership of pipeline and revenue outcomes — not just activity metrics

✅ Must-Have Requirements

Experience

* Proven B2B sales experience in:
* accounting
* bookkeeping
* financial services
* or closely related industries

* Experience managing full sales cycles:
* prospecting
* qualification
* demos
* closing

Technical Skills

* Hands-on CRM experience with:
* HubSpot
* Salesforce
* or similar tools

* Experience using outbound sales tools such as:
* Apollo
* Outreach
* Salesloft
* LinkedIn Sales Navigator

* Familiarity with:
* sales reporting
* pipeline management
* outreach automation

Communication & Execution

* Strong written and verbal English communication
* Comfortable speaking with U.S.-based SMB clients
* Strong objection-handling and relationship-building ability
* Self-motivated and comfortable working independently in remote environments

⭐ Nice to Have

* Experience selling into:
* SMBs
* service-based businesses
* operationally heavy industries

* Familiarity with:
* GoHighLevel
* Digits
* accounting workflow systems

* Experience supporting or running:
* Facebook campaigns
* Instagram ads
* inbound lead generation

* Understanding of:
* bookkeeping operations
* accounting workflows
* financial reporting pain points

🛠️ Tools & Platforms

* HubSpot
* Salesforce
* Apollo
* Outreach
* Salesloft
* LinkedIn Sales Navigator
* Digits
* GoHighLevel
* Facebook & Instagram Ads

📅 What a Typical Day Looks Like

* Research and build targeted prospect lists
* Launch outbound outreach campaigns
* Conduct discovery calls and qualify leads
* Present accounting and bookkeeping solutions
* Follow up consistently with active opportunities
* Update CRM records and track pipeline movement
* Monitor outreach performance and conversion metrics

In short:
You generate pipeline, build relationships, and close accounting and financial service opportunities through structured outbound sales execution.

📈 Key Metrics for Success (KPIs)

* Qualified opportunities generated
* Deals closed and revenue contribution
* Lead-to-call and call-to-close conversion rates
* Outreach activity and response rates
* CRM accuracy and pipeline hygiene
* Consistency of follow-up execution

🌟 Why This Role Stands Out

* Full-cycle SDR ownership beyond appointment setting
* Direct impact on pipeline and revenue growth
* Opportunity to work closely with accounting and financial service businesses
* High-autonomy sales environment with measurable impact
* Exposure to:
* outbound sales
* discovery
* demos
* closing
* pipeline strategy

* Opportunity to grow into:
* Account Executive
* Sales Manager
* Revenue Operations
* Business Development leadership

🧪 Interview Process

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

👉 Apply Now

If you:

* understand accounting and bookkeeping sales
* can confidently run discovery calls and close deals
* thrive in outbound and relationship-driven sales environments
* want ownership over pipeline and revenue generation

this is a strong opportunity to grow within high-performance B2B sales.