Sales Development Representative (SDR) - Accounting & Financial Services

Role Summary

• Sales Development Representative (SDR) – Accounting & Financial Services
• Position Type: Full-Time, Remote
• Working Hours: U.S. Business Hours (EST)

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.

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.

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

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

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

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

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

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.

Responsibilities

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.

Prospecting & Research

Identify and research potential customers across target verticals

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

About the Company

Work directly with leadership in a highly visible role.

Operate at the forefront of AI, marketing, and automation.

Gain exposure across content, growth, outreach, events, and operations.

Significant ownership and creative freedom.

Opportunity to build systems that directly impact business growth.

Fully remote work environment.

Additional Information

• Initial Screening Call
• Recruiter Interview
• Client Interview
• Offer & Onboarding
• Apply Now