Sales Development Representative (SDR) – Accounting & Financial Services
Full-Time | Remote | U.S. Business Hours (EST)
About the Role
At Pavago, one of our clients is hiring a results-driven Sales Development Representative (SDR) to generate and close new business across accounting, bookkeeping, and financial services.
This is more than an appointment-setting role. You’ll own prospecting, outreach, discovery, follow-ups, pipeline management, and the closing of smaller deals.
You’ll target businesses across industries including construction, home services, e-commerce, trucking, real estate, and churches, helping prospects identify financial and accounting needs and move toward the right solution.
What You’ll Do
Outbound Prospecting & Lead Generation
Build targeted prospect lists using LinkedIn Sales Navigator, Apollo, and industry databases
Execute outreach through cold calling, email, LinkedIn, and social channels
Research prospects and personalize messaging around relevant accounting and financial pain points
Maintain consistent follow-up cadences to generate qualified opportunities
Discovery, Qualification & Closing
Conduct discovery and qualification calls with business owners and decision-makers
Identify needs around bookkeeping, accounting, reporting, and financial operations
Qualify opportunities using frameworks such as BANT, SPIN, or MEDDIC
Present solutions, handle objections, and move prospects toward a decision
Prepare proposals and close smaller opportunities independently
Coordinate successful handoffs to onboarding and service delivery teams
CRM & Pipeline Management
Maintain accurate records in HubSpot, Salesforce, or similar CRMs
Track activities, notes, follow-ups, pipeline stages, and deal status
Ensure qualified opportunities never stall due to missed follow-ups
Maintain strong pipeline visibility and CRM hygiene
Sales Performance
Track outreach, response rates, conversions, pipeline, and revenue
Review performance regularly and optimize messaging
Provide clear weekly pipeline and sales updates
Support basic lead-generation campaigns through Facebook and Instagram where needed
What We’re Looking For
Proven B2B sales experience in accounting, bookkeeping, financial services, or closely related professional services
Experience with outbound prospecting and lead generation
Confidence conducting discovery calls, presentations, and objection handling
Experience managing opportunities from prospecting through close
Familiarity with HubSpot, Salesforce, or similar CRM platforms
Experience with tools such as Apollo, LinkedIn Sales Navigator, Outreach, or Salesloft
Excellent spoken and written English
Strong follow-up, organization, and relationship-building skills
Ability to work independently during EST business hours
Nice to Have
Experience selling to SMBs or service-based businesses
Familiarity with GoHighLevel or Digits
Understanding of bookkeeping and accounting workflows
Facebook or Instagram lead-generation experience
Experience selling into construction, home services, trucking, real estate, or e-commerce
What Success Looks Like
Consistent qualified opportunities generated
Strong lead-to-discovery and discovery-to-close conversion
Revenue generated from closed opportunities
Reliable outbound activity and response rates
Clean, accurate CRM and pipeline management
Consistent and proactive prospect follow-up
Why Join?
Fully remote role
Direct ownership of pipeline and revenue
Opportunity to manage more of the sales cycle than a traditional SDR
Exposure to U.S. accounting and financial services
Performance-driven environment with clear KPIs
Growth path into Account Executive, Sales Manager, or Business Development leadership
Interview Process
Initial Application Review
Spark Hire Intro Video
Recruiter Interview
Client Interview
Offer & Onboarding
What Happens After You Apply
Qualified candidates will receive a Spark Hire invitation to complete a short Intro Video. This helps us learn more about your sales experience, communication skills, and background selling accounting or financial services.
Please check your inbox and spam/junk folder for the invitation.
Apply Now
If you have experience selling accounting, bookkeeping, or financial services, enjoy outbound prospecting, and can confidently take opportunities from first contact through close, we’d love to hear from you.
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Pavago is a global offshore recruitment platform that specializes in sourcing, vetting, and placing elite remote talent for businesses seeking A-players at 70% lower costs than traditional hiring. The company combines AI-driven candidate sourcing with human expertise to identify and screen offshore professionals across roles including Sales, Marketing, Admin, Finance, IT Engineering, and Product. Pavago's five-step recruitment process aims to deliver vetted candidates within 21 days, offering ongoing support through payroll management, compliance assurance, training, and seamless onboarding. They serve 150+ businesses and provide flexible pricing options including annual memberships with unlimited placements and per-hire sourcing fees. The company sources talent primarily from Latin America, Pakistan, and South Africa, prioritizing candidates with experience working with U.S.-based companies.
