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Pavago

Sales Development Representative (SDR) - Accounting & Financial Services

LocationPeru
Work moderemote
Typefull-time
DepartmentCandidate Sourcing
Company size501+ people
First seen1w ago
Last seen1d ago
💼 Sales Development Representative (SDR) – Accounting & Financial Services | Remote | EST Hours
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)
🚀 About the Role
At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline growth and close opportunities within accounting, bookkeeping, and financial services industries.
This is not a traditional appointment-setting SDR role.
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.
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