Job description
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
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.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.