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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Sales Development Representative (SDR) - Accounting & Financial Services