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:
- 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
- or 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.
