Pavago

Accounting & Financial Services

SalesDevelopmentRepresentative(SDR)Accounting&FinancialServices

United States FULL TIME Remote Friendly
The Brief

“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.

Accounting & Financial Services

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

Free ATS check

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