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    SDR (Sales Development Representative)

    Double

    🇺🇸 USA
    Remote
    ["Full-Time"]
    Financial
    See your match score
    Posted 2 weeks ago
    Job Type

    ["Full-Time"]

    Work Type

    Remote

    Vertical

    Financial

    Source

    jobicy

    About this role

    About Double

    Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Double is on a mission to change that.

    With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

    Founded in 2021, Double has raised $12M in funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Double currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

    What You'll Do

    Your job is to find bookkeepers and convince them to schedule a demo with us.

    Here's what that looks like on a day-to-day basis:

    Find prospects and engage them through calls, emails, and social media

    Develop a keen understanding of Double's product and why people buy it

    Write clever emails that make people smile and reply

    Who You Are

    You write and speak clearly and concisely

    You are excited to get after it and crush quota

    You are willing to eat the frog and make cold calls

    Some sales experience preferred

    Benefits

    Competitive pay and equity

    Unlimited PTO

    Health, dental, and vision insurance

    Automatic promotion path to Tier 5 Senior SDR

    Double provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

    Selling Motion

    Prospecting

    Outbound-Heavy

    Self-sourced pipeline via cold outreach

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required

    Typical Day — SDR

    Targeted outreach30–50/day
    Account research1–2 hrs/day
    Intro meetings booked3–5/week
    Multi-thread sequences20–30/day

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Equity/Stock Options

    Ownership stake offered

    ✓
    Unlimited PTO

    Flexible time off policy

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    sales
    —

    How do you handle objections on cold calls?

    Template question
    —

    Walk me through your typical outbound sequence.

    Template question
    —

    How do you research prospects before reaching out?

    Template question
    —

    What metrics do you track daily?

    Template question
    Research Double's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This SDR/BDR role focuses on top-of-funnel pipeline generation through outbound prospecting.

    Financial services sales requires strong compliance awareness and regulatory knowledge.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    Are you a closer?

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