["Full-Time"]
Remote
Financial
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
Typical Day — SDR
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Ownership stake offered
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
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
How do you handle objections on cold calls?
Template questionWalk me through your typical outbound sequence.
Template questionHow do you research prospects before reaching out?
Template questionWhat metrics do you track daily?
Template questionThis 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.
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