Sales Development Representative (SDR) - Accounting & Financial Services

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, conversions, ad performance, and pipeline metrics
Maintain CRM hygiene with accurate notes and updates
Provide weekly performance insights and reports

What Makes You a Perfect Fit

You’ve sold accounting, bookkeeping, or financial services before
You can run discovery calls and close deals independently
You’re comfortable balancing outbound outreach + inbound lead handling
You are results-driven and thrive in a performance-based environment
You take ownership of pipeline, not just activity
Required Experience & Skills (Must-Have)
Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services
Experience conducting discovery calls and closing deals
Familiarity with CRM tools (HubSpot, Salesforce, or similar)
Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator)
Strong communication skills (written + verbal)
Ability to manage full sales cycle from prospecting to close

Ideal Experience (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 Does a Typical Day Look Like?

Research and build targeted prospect lists

Execute outreach campaigns across multiple channels

Conduct discovery calls and qualify opportunities

Present solutions and move deals toward close

Follow up with leads and maintain pipeline momentum

Update CRM and track performance metrics

Key Metrics for Success (KPIs)

• 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

Interview Process

Initial Screening Call

Recruiter Interview

Client Interview

Offer & Onboarding

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