Sales Development Representative (SDR) - Accounting & Financial Services
LocationUnited States
Work moderemote
Typefull-time
DepartmentCandidate Sourcing
Company size501+ people
First seen1w ago
Last seen1d ago
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:
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Outbound prospecting
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Lead generation
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Discovery calls
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Pipeline management
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Follow-ups
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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:
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Churches
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E-commerce
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Construction
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Home services
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Trucking
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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
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Identify and research potential customers across target verticals
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Build targeted lead lists using:
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LinkedIn Sales Navigator
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Apollo
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Directories
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Outbound prospecting tools
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Research company pain points and tailor outreach messaging
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Maintain organized lead and pipeline tracking systems
Multi-Channel Outreach & Lead Generation
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Execute outbound outreach across:
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Cold calls
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Email campaigns
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LinkedIn
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Social platforms
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Generate and qualify new sales opportunities
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Follow up consistently to maintain pipeline momentum
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Support inbound lead generation through basic paid campaigns such as:
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Facebook Ads
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Instagram Ads
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Optimize outreach messaging and response rates
Discovery, Qualification & Closing
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Conduct discovery calls using frameworks such as:
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BANT
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MEDDIC
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SPIN
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Identify client pain points and present tailored solutions
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Run demos and walkthroughs using tools such as:
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Digits
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GoHighLevel
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Service presentation platforms
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Handle objections professionally and confidently
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Create proposals and close smaller deals independently
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Coordinate onboarding handoff to service delivery teams
Pipeline Management & Follow-Ups
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Maintain proactive follow-up cadences across all opportunities
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Ensure no qualified lead is lost due to lack of communication
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Update CRM systems with:
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Notes
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Activities
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Pipeline stages
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Deal status
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Maintain strong CRM hygiene and pipeline visibility
Reporting & Performance Tracking
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Track:
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Outreach activity
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Conversion rates
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Pipeline growth
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Ad performance
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Revenue contribution
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Prepare weekly sales performance updates and reports
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Identify trends and opportunities to improve sales effectiveness
Must-Have Requirements
Experience
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Proven B2B sales experience in:
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Accounting services
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Bookkeeping services
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Financial services
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Professional services
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Experience conducting:
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Discovery calls
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Sales presentations
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Deal closing
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Experience managing the full sales cycle from prospecting to close
Core Skills
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Strong experience with CRM platforms such as:
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HubSpot
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Salesforce
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Similar systems
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Familiarity with outbound sales tools including:
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Apollo
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Outreach
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Salesloft
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LinkedIn Sales Navigator
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Strong written and verbal English communication skills
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Ability to work independently in a remote sales environment
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Strong objection handling, follow-up, and relationship-building skills
Nice to Have
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Experience selling into:
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SMBs
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Service-based businesses
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Accounting firms
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Familiarity with:
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GoHighLevel
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Digits
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Accounting workflows
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Bookkeeping operations
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Experience supporting or running:
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Facebook Ads
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Instagram Ads
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Lead generation campaigns
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Understanding of:
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Financial operations
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Bookkeeping pain points
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Operational accounting workflows
What Makes You a Strong Fit
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You are highly results-driven and performance-oriented
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You can confidently run discovery calls and close deals independently
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You balance outbound prospecting with relationship-building
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You follow up consistently and proactively
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You take ownership of revenue and pipeline growth — not just activity metrics
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You thrive in fast-paced, high-accountability sales environments
What a Typical Day Looks Like
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Research and build targeted prospect lists
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Execute outbound outreach campaigns across multiple channels
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Conduct discovery and qualification calls
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Present tailored solutions and move deals toward close
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Follow up with active prospects and nurture opportunities
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Update CRM records and pipeline activity
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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)
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Qualified opportunities generated
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Deals closed and revenue contribution
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Conversion rates:
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Lead → Discovery Call
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Discovery Call → Close
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Outreach activity and response rates
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CRM accuracy and pipeline hygiene
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Consistency of follow-up execution
Why This Role Stands Out
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High-ownership sales role with direct revenue impact
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Opportunity to manage the full sales cycle
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Exposure to accounting and financial services industries
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Performance-focused environment with measurable KPIs
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Opportunity to grow into:
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Account Executive
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Sales Manager
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Revenue Operations
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Business Development leadership
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Fully remote role aligned with U.S. business hours
Interview Process
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Initial Screening Call
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Recruiter Interview
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Client Interview
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Offer & Onboarding
Apply Now
If you:
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Have experience selling accounting or financial services
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Enjoy outbound sales and relationship-building
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Can confidently run discovery calls and close deals