Sales Development Representative (SDR) – Accounting Financial Services

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 involves prospecting, outreach, discovery calls, and closing smaller deals, working closely with the service delivery team for onboarding.

Location: Remote (US)

Responsibilities

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

Requirements

• 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