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 generation, B2B sales, Financial services sales. Identify target businesses. Research target businesses”
What You'll Achieve.
Consistent generation of qualified opportunities; Lead-to-close conversion rates; Healthy sales pipeline; Organized sales pipeline; Fast follow-up execution; Consistent follow-up execution; High CRM accuracy; High reporting quality; Revenue contribution through closed deals; Qualified opportunities generated; Deals closed; Revenue contribution; Lead-to-call conversion rates; Call-to-close conversion rates; Outreach activity; Response rates; CRM accuracy; Pipeline hygiene; Consistency of follow-up execution
Industry & Context.
What They're Looking For.
Must Have
Proven B2B sales experience, Experience managing full sales cycles, Hands-on CRM experience, Experience using outbound sales tools, Written and verbal English communication, Comfortable speaking with U.S. clients, Objection-handling ability, Relationship-building ability, Self-motivated, Comfortable working independently
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 Facebook campaigns, Experience supporting Instagram ads, Experience running inbound lead generation, Understanding of bookkeeping operations, Understanding of accounting workflows, Understanding of financial reporting pain points
What You'll Do.
Identify target businesses
Research target businesses
Build targeted lead lists
Research client pain points
Tailor outreach messaging
Identify decision-makers
Identify high-potential opportunities
Execute outbound campaigns
Conduct sales conversations
Move leads toward discovery calls
Support inbound generation
Maintain follow-up cadence
Conduct discovery calls
Identify operational pain points
Identify accounting challenges
Identify financial workflow inefficiencies
Present accounting solutions
Present financial service solutions
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 with service delivery; Work with onboarding teams
Communication Scope
Written English; Verbal English; Sales conversations; 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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