Pavago
Accounting & Financial Services
SalesDevelopmentRepresentative(SDR)-Accounting&FinancialServices
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“Sales Development Representative (SDR) - Accounting & Financial Services at Pavago. Skills: Sales pipeline generation, Full sales cycle ownership, Outbound sales execution, Client relationship building. Identify and research target businesses. Build targeted lead lists”
What You'll Achieve.
Consistent generation of qualified opportunities; Lead-to-close conversion rates; Healthy and organized sales pipeline; Fast and consistent follow-up execution; High CRM accuracy and reporting quality; Revenue contribution through closed deals; Qualified opportunities generated; Deals closed and revenue contribution; Lead-to-call conversion rates; Call-to-close conversion rates; Outreach activity and response rates; CRM accuracy and pipeline hygiene; Consistency of follow-up execution
Industry & Context.
What They're Looking For.
Must Have
Proven B2B sales experience in accounting, bookkeeping, or financial services or closely related industries, Experience managing full sales cycles: prospecting, qualification, demos, closing, Hands-on CRM experience with HubSpot, Salesforce, or similar tools, Experience using outbound sales tools such as Apollo, Outreach, Salesloft, LinkedIn Sales Navigator, Familiarity with sales reporting, pipeline management, outreach automation, Written and verbal English communication, Comfortable speaking with U.S.-based SMB clients, Objection-handling and relationship-building ability, Self-motivated and comfortable working independently in remote environments
Nice to Have
Experience selling into SMBs, Experience selling into service-based businesses, Experience selling into operationally heavy industries, Familiarity with GoHighLevel, Familiarity with Digits, Familiarity with accounting workflow systems, Experience supporting or running Facebook campaigns, Experience supporting or running Instagram ads, Experience with inbound lead generation, Understanding of bookkeeping operations, Understanding of accounting workflows, Understanding of financial reporting pain points
What You'll Do.
Identify and research target businesses
Build targeted lead lists
Research client pain points
Tailor outreach messaging
Identify decision-makers
Execute outbound campaigns
Engage prospects in sales conversations
Move leads toward discovery calls
Support inbound lead generation
Maintain follow-up cadence
Conduct discovery calls
Identify operational pain points
Identify accounting challenges
Identify financial workflow inefficiencies
Present tailored solutions
Run walkthroughs and demos
Maintain organized CRM records
Track outreach activity
Track follow-up schedules
Ensure opportunities are not lost
Maintain pipeline visibility
Maintain reporting accuracy
Monitor outreach activity
Monitor response rates
Monitor lead conversion
Monitor pipeline movement
Monitor ad performance
Provide weekly sales reporting
Provide pipeline reporting
Identify areas for optimization
How You'll Work.
Team & Collaboration
Work closely with service delivery teams; Work closely with onboarding teams
Communication Scope
Written English communication; Verbal English communication; Speaking with U.S.-based SMB clients; Objection-handling; Relationship-building
Full Job Description
### **💼 Sales Development Representative (SDR) – Accounting & Financial Services | Remote | EST Hours** **Position Type:** Full-Time, Remote **Working Hours:** U.S. Business Hours (EST) ### **🚀 About the Role** 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, Qual
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