Sales Development Representative SDR

Job Description

💼 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:

• 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.

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.

🔥 What You’ll Own

Prospecting & Research

• Identify and research potential customers across target verticals

• 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

• 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

• 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

Experience

• 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

Core Skills

• Strong experience with CRM platforms such as:

  • HubSpot
  • Salesforce
  • or 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

⭐ Nice to Have

• 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

🧪 Interview Process

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

👉 Apply Now

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.