Pavago

Pavago specializes in connecting businesses with top-tier offshore talent in operations, sales, and marketing, offering a comprehensive recruitment solution designed to reduce cost

Sales Development Representative (SDR) - Accounting & Financial Services

Location

Worldwide

Posted

36 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Sales Development Representative (SDR) - Accounting & Financial Services

Pavago

Role Description 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 - Closing smaller deals While working closely with the service delivery team for onboarding. 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 Qualifications - 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 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 Ideal Experience - 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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