Sales Development Representative (SDR) - Accounting & Financial Services

At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline growth and close opportunities within accounting, bookkeeping, and financial services industries. This is not a traditional appointment-setting SDR role. You’ll own a larger portion of the sales cycle, including:

• prospecting
• outbound outreach
• discovery calls
• lead qualification
• demos
• proposal discussions
• closing smaller deals

You’ll work closely with service delivery and onboarding teams to ensure smooth client transitions after the sale. The ideal candidate understands:

• accounting and bookkeeping pain points
• SMB financial operations
• service-based sales
• relationship-driven B2B conversations

If you can confidently run sales conversations end-to-end and thrive in performance-driven environments — this role is a strong fit.

What You’ll Own

Prospecting & Lead Research

• Identify and research target businesses across industries such as:

- churches

- e-commerce

- construction

- home services

- trucking

- real estate

• Build targeted lead lists using:

- LinkedIn Sales Navigator

- Apollo online directories

- prospecting tools

• Research client pain points and tailor outreach messaging accordingly
• Identify decision-makers and high-potential opportunities

Multi-Channel Outreach & Pipeline Generation

• Execute outbound campaigns via:

- cold email

- cold calling

- LinkedIn outreach

- social channels

• Engage prospects in meaningful sales conversations
• Move leads toward discovery calls and conversion
• Support inbound generation through:

- Facebook campaigns

- Instagram campaigns

- lightweight paid social support

• Maintain consistent follow-up cadence to maximize conversion opportunities

Discovery Calls, Qualification & Closing

• Conduct discovery calls using frameworks such as:

- BANT

- MEDDIC

• Identify:

- operational pain points

- accounting challenges

- financial workflow inefficiencies

• Present tailored accounting and financial service solutions
• Run walkthroughs and demos using platforms such as:

- Digits

- CRM tools

- financial workflow systems

• Handle objections confidently and close smaller deals independently

CRM & Pipeline Management

• Maintain organized CRM records in:

- HubSpot

- Salesforce or similar platforms

• Track:

- outreach activity

- deal stages

- notes

- follow-up schedules

• Ensure no opportunities are lost due to poor follow-up
• Maintain strong pipeline visibility and reporting accuracy

Reporting & Sales Performance Tracking

• Monitor:

- outreach activity

- response rates

- lead conversion

- pipeline movement

- ad performance

• Provide weekly sales and pipeline reporting
• Identify areas for optimization across outreach and sales processes

What Success Looks Like

• Consistent generation of qualified opportunities
• Strong lead-to-close conversion rates
• Healthy and organized sales pipeline
• Fast and consistent follow-up execution
• High CRM accuracy and reporting quality