Pavago
Accounting & Financial Services
SalesDevelopmentRepresentative(SDR)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Development Representative (SDR) at Pavago. Skills: Sales pipeline growth, Outbound sales, Lead generation, Deal closing. Identify potential customers. Research potential customers”
What You'll Achieve.
Drive pipeline growth; Grow revenue; Generate qualified opportunities; Close deals; Contribute revenue; Improve sales effectiveness
Industry & Context.
What They're Looking For.
Must Have
Proven B2B sales experience, Experience selling accounting services, Experience selling bookkeeping services, Experience selling financial services, Experience selling professional services, Experience conducting discovery calls, Experience conducting sales presentations, Experience closing deals, Experience managing full sales cycle, Experience with CRM platforms, Experience with HubSpot, Experience with Salesforce, Experience with outbound sales tools, Experience with Apollo, Experience with Outreach, Experience with Salesloft, Experience with LinkedIn Sales Navigator, Written English communication skills, Verbal English communication skills, Ability to work independently, 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 supporting lead generation campaigns, Experience running lead generation campaigns, Understanding of financial operations, Understanding of bookkeeping pain points, Understanding of operational accounting workflows
What You'll Do.
Identify potential customers
Research potential customers
Build targeted lead lists
Research company pain points
Tailor outreach messaging
Maintain lead tracking systems
Maintain pipeline tracking systems
Execute outbound outreach
Execute email campaigns
Execute LinkedIn outreach
Execute social platform outreach
Generate sales opportunities
Qualify sales opportunities
Follow up consistently
Maintain pipeline momentum
Support inbound lead generation
Run basic paid campaigns
Optimize outreach messaging
Optimize response rates
Conduct discovery calls
Identify client pain points
Present tailored solutions
Handle objections professionally
Close smaller deals independently
Coordinate onboarding handoff
Maintain proactive follow-up cadences
Ensure no lead is lost
Update CRM activities
Update CRM pipeline stages
Update CRM deal status
Maintain pipeline visibility
Track outreach activity
Track conversion rates
Track pipeline growth
Track revenue contribution
Prepare sales performance updates
Prepare sales reports
Identify opportunities to improve sales
How You'll Work.
Team & Collaboration
Work with leadership; Work with service delivery teams
Communication Scope
Written communication; Verbal communication; Sales presentations
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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