About the role
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 such as: * Digits * GoHighLevel * Service presentation platforms
* Handle objections professionally and confidently * Create proposals and close smaller deals independently * Coordinate onboarding handoff to service delivery teams
Pipeline Management & Follow-Ups
* Maintain proactive follow-up cadences across all opportunities * Ensure no qualified lead is lost due to lack of communication * Update CRM systems with: * Notes * Activities * Pipeline stages * Deal status
* Maintain strong CRM hygiene and pipeline visibility
Reporting & Performance Tracking
* Track: * Outreach activity * Conversion rates * Pipeline growth * Ad performance * Revenue contribution
* Prepare weekly sales performance updates and reports * Identify trends and opportunities to improve sales effectiveness
Must-Have Requirements
Experience
* Proven B2B sales experience in: * Accounting services * Bookkeeping services * Financial services * Professional services
* Experience conducting: * Discovery calls * Sales presentations * Deal closing
* Experience managing the full sales cycle from prospecting to close
Core Skills
* Strong experience with CRM platforms such as: * HubSpot * Salesforce * Similar systems
* Familiarity with outbound sales tools including: * Apollo * Outreach * Salesloft * LinkedIn Sales Navigator
* Strong written and verbal English communication skills * Ability to work independently in a remote sales environment * Strong objection handling, follow-up, and relationship-building skills
Nice to Have
* Experience selling into: * SMBs * Service-based businesses * Accounting firms
* Familiarity with: * GoHighLevel * Digits * Accounting workflows * Bookkeeping operations
* Experience supporting or running: * Facebook Ads * Instagram Ads * Lead generation campaigns
* Understanding of: * Financial operations * Bookkeeping pain points * Operational accounting workflows
What Makes You a Strong Fit
* You are highly results-driven and performance-oriented * You can confidently run discovery calls and close deals independently * You balance outbound prospecting with relationship-building * You follow up consistently and proactively * You take ownership of revenue and pipeline growth — not just activity metrics * You thrive in fast-paced, high-accountability sales environments
What a Typical Day Looks Like
* Research and build targeted prospect lists * Execute outbound outreach campaigns across multiple channels * Conduct discovery and qualification calls * Present tailored solutions and move deals toward close * Follow up with active prospects and nurture opportunities * Update CRM records and pipeline activity * Review outreach performance and optimize messaging
In short: You drive pipeline growth by prospecting, qualifying, nurturing, and closing opportunities within accounting and financial services markets.
Key Metrics for Success (KPIs)
* Qualified opportunities generated * Deals closed and revenue contribution * Conversion rates: * Lead → Discovery Call * Discovery Call → Close
* Outreach activity and response rates * CRM accuracy and pipeline hygiene * Consistency of follow-up execution
Why This Role Stands Out
* High-ownership sales role with direct revenue impact * Opportunity to manage the full sales cycle * Exposure to accounting and financial services industries * Performance-focused environment with measurable KPIs * Opportunity to grow into: * Account Executive * Sales Manager * Revenue Operations * Business Development leadership
* Fully remote role aligned with U.S. business hours
Interview Process
* Initial Screening Call * Recruiter Interview * Client Interview * Offer & Onboarding
Apply Now
If you:
* Have experience selling accounting or financial services * Enjoy outbound sales and relationship-building * Can confidently run discovery calls and close deals * Thrive in high-performance sales environments
This role is a strong fit for you.
Originally posted on Himalayas