Pavago
Accounting & Financial Services
SalesDevelopmentRepresentative(SDR)-Accounting&FinancialServices
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optimal for Mid candidates.
“Sales Development Representative (SDR) - Accounting & Financial Services at Pavago. Skills: Sales Development, Prospecting, Closing deals. Identify and research potential customers. Build lead lists using LinkedIn”
What You'll Achieve.
Drive pipeline growth; Number of qualified opportunities generated; Deals closed and revenue contribution; Conversion rates (lead → call → close); Outreach activity and response rates; CRM accuracy and pipeline management
Industry & Context.
What They're Looking For.
Must Have
Proven B2B sales experience, Experience conducting discovery calls and closing deals, Ability to manage full sales cycle from prospecting to close, communication skills (written + verbal)
Nice to Have
Experience selling into SMBs or service-based businesses, Familiarity with tools like GoHighLevel or Digits, Experience running or supporting paid social campaigns, Understanding of accounting workflows or financial operations
What You'll Do.
Identify and research potential customers
Build lead lists using LinkedIn
Execute outreach via email
Engage prospects in conversations
Conduct discovery calls using frameworks
Identify client needs and present solutions
Run demos and walkthroughs
Maintain consistent follow-ups to nurture leads
Track all interactions and deal stages in CRM
Maintain CRM hygiene with accurate notes
Provide weekly performance insights
How You'll Work.
Team & Collaboration
Work closely with the service delivery team for onboarding
Communication Scope
written; verbal
Full Job Description
### **Job Title: 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 Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals. This is a **high-ownership, full-cycle SDR role** that goes beyond just booking meetings. You will be responsible for **prospecting, outreach, discovery calls, and closing smaller deals** , while working closely with the service delivery team for onboarding. The ideal candidate has **prior experience selling accounting, bookkeeping, or financial services** , understands client pain points in these industries, and can confidently run conversations end-to-end. ### **Responsibilities** ### **Prospecting & Research** * Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate) * Build lead lists using LinkedIn, directories, and prospecting tools * Understand industry-specific pain points to tailor outreach ### **Multi-Channel Outreach & Lead Generation** * Execute outreach via email, cold calls, LinkedIn, and social platforms * Engage prospects in conversations and move them toward discovery calls * Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound ### **Discovery, Qualification & Closing** * Conduct discovery calls using frameworks like BANT or MEDDIC * Identify client needs and present relevant solutions * Run demos and walkthroughs using tools like Digits * Handle objections, create proposals, and close deals independently ### **Pipeline Management & Follow-Ups** * Maintain consistent follow-ups to nurture leads * Track all interactions and deal stages in CRM * Ensure no opportunities are lost due to lack of follow-up ### **Reporting & Performance Tracking** * Track outreach, conve
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