Sales Development Representative (SDR) - Accounting & Financial Services

Job Title: 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 Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals.

This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for ** prospecting, outreach, discovery calls, and closing smaller deals **, while working closely with the service delivery team for onboarding.

The ideal candidate has **prior experience selling accounting, bookkeeping, or financial services **, understands client pain points in these industries, and can confidently run conversations end-to-end.

Responsibilities

Prospecting & Research

• Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate)
• Build lead lists using LinkedIn, directories, and prospecting tools
• Understand industry-specific pain points to tailor outreach

Multi-Channel Outreach & Lead Generation

• Execute outreach via email, cold calls, LinkedIn, and social platforms
• Engage prospects in conversations and move them toward discovery calls
• Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound

Discovery, Qualification & Closing

• Conduct discovery calls using frameworks like BANT or MEDDIC
• Identify client needs and present relevant solutions
• Run demos and walkthroughs using tools like Digits
• Handle objections, create proposals, and close deals independently

Pipeline Management & Follow-Ups

• Maintain consistent follow-ups to nurture leads
• Track all interactions and deal stages in CRM
• Ensure no opportunities are lost due to lack of follow-up

Reporting & Performance Tracking

• Track outreach, conversions, ad performance, and pipeline metrics
• Maintain CRM hygiene with accurate notes and updates
• Provide weekly performance insights and reports

What Makes You a Perfect Fit

• You’ve sold accounting, bookkeeping, or financial services before
• You can run discovery calls and close deals independently
• You’re comfortable balancing outbound outreach + inbound lead handling
• You are results-driven and thrive in a performance-based environment
• You take ownership of pipeline, not just activity

Required Experience & Skills (Must-Have)

• **Proven B2B sales experience **, preferably in accounting, bookkeeping, or financial services
• Experience conducting discovery calls and closing deals
• Familiarity with CRM tools (HubSpot, Salesforce, or similar)
• Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator)
• Strong communication skills (written + verbal)
• Ability to manage full sales cycle from prospecting to close

Ideal Experience (Nice-to-Have)

• Experience selling into SMBs or service-based businesses
• Familiarity with tools like GoHighLevel or Digits
• Experience running or supporting paid social campaigns
• Understanding of accounting workflows or financial operations

What Does a Typical Day Look Like?

• Research and build targeted prospect lists
• Execute outreach campaigns across multiple channels
• Conduct discovery calls and qualify opportunities
• Present solutions and move deals toward close
• Follow up with leads and maintain pipeline momentum
• Update CRM and track performance metrics

Key Metrics for Success (KPIs)

• Number of qualified opportunities generated
• Deals closed and revenue contribution
• Conversion rates (lead → call → close)
• Outreach activity and response rates
• CRM accuracy and pipeline management

Interview Process

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

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