Pavago
Accounting & Financial Services
SalesDevelopmentRepresentative(SDR)-Accounting&FinancialServices
Neural analysis suggests this role is
optimal for Mid candidates.
“Sales Development Representative (SDR) - Accounting & Financial Services at Pavago. Skills: Outbound prospecting, Lead generation, Discovery calls, Pipeline management. Own outbound prospecting. Own lead generation”
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; Ensure 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, Experience with CRM platforms, Experience with HubSpot, Experience with Salesforce, Familiarity with outbound sales tools, Familiarity with Apollo, Familiarity with Outreach, Familiarity with Salesloft, Familiarity with 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, Familiarity with GoHighLevel, Familiarity with Digits, Familiarity with Accounting workflows, Familiarity with Bookkeeping operations, Experience supporting Facebook Ads, Experience running Facebook Ads, Experience supporting Instagram Ads, Experience running Instagram Ads, Experience with Lead generation campaigns, Understanding of Financial operations, Understanding of Bookkeeping pain points, Understanding of Operational accounting workflows
What You'll Do.
Own outbound prospecting
Own pipeline management
Close smaller deals independently
Identify and research potential customers
Build targeted lead lists
Research company pain points
Tailor outreach messaging
Maintain organized lead tracking
Maintain organized pipeline tracking
Execute outbound outreach
Generate and qualify new sales opportunities
Follow up consistently
Support inbound lead generation
Optimize outreach messaging
Optimize response rates
Conduct discovery calls
Identify client pain points
Present tailored solutions
Handle objections professionally
Handle objections confidently
Coordinate onboarding handoff
Maintain proactive follow-up cadences
Ensure no qualified lead is lost
Maintain pipeline visibility
Track outreach activity
Track conversion rates
Track pipeline growth
Track revenue contribution
Prepare weekly sales performance updates
Prepare weekly sales reports
Identify opportunities to improve sales effectiveness
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 such as: * Di
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