Sales Development Representative (SDR) - Accounting & Financial Services

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 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.