Pavago
Accounting & Financial Services
SalesDevelopmentRepresentative(SDR)-Accounting&FinancialServices
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“Sales Development Representative (SDR) - Accounting & Financial Services at Pavago. Skills: Outbound prospecting, Lead generation, Discovery calls, Pipeline management. Identify and research potential customers. Build targeted lead lists”
What You'll Achieve.
Drive pipeline growth; Grow revenue across key service-based industries; Generate qualified opportunities; Close deals and revenue contribution; Improve lead to discovery call conversion rates; Improve discovery call to close conversion rates; Improve outreach activity and response rates; Maintain CRM accuracy; Maintain pipeline hygiene; Maintain consistency of follow-up execution
Industry & Context.
What They're Looking For.
Must Have
Proven B2B sales experience in accounting services, Proven B2B sales experience in bookkeeping services, Proven B2B sales experience in financial services, Proven B2B sales experience in professional services, Experience conducting discovery calls, Experience conducting sales presentations, Experience conducting deal closing, Experience managing the full sales cycle from prospecting to close, CRM platforms, HubSpot, Salesforce, Outbound sales tools, Apollo, Outreach, Salesloft, LinkedIn Sales Navigator, Written English communication skills, Verbal English communication skills, Ability to work independently in a remote sales environment, Objection handling skills, Follow-up skills, Relationship-building skills
Nice to Have
Experience selling into SMBs, Experience selling into service-based businesses, Experience selling into accounting firms, GoHighLevel, Digits, Accounting workflows, Bookkeeping operations, Facebook Ads, Instagram Ads, Lead generation campaigns, Financial operations, Bookkeeping pain points, Operational accounting workflows
What You'll Do.
Identify and research potential customers
Build targeted lead lists
Research company pain points
Tailor outreach messaging
Maintain organized lead tracking
Execute outbound outreach
Generate and qualify sales opportunities
Follow up consistently
Support inbound lead generation
Optimize outreach messaging
Conduct discovery calls
Identify client pain points
Present tailored solutions
Run demos and walkthroughs
Handle objections professionally
Close smaller deals independently
Coordinate onboarding handoff
Maintain proactive follow-up cadences
Ensure no qualified lead is lost
Track outreach activity
Track conversion rates
Track pipeline growth
Track revenue contribution
Prepare weekly sales performance updates
Identify opportunities to improve sales
How You'll Work.
Team & Collaboration
Work closely with leadership; Work closely with service delivery teams
Communication Scope
Written English communication skills; Verbal English communication skills
Full 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 * LinkedIn * 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
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