Sales Development Representative (SDR) - Accounting & Financial Services

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 perfor