Sales Development Representative (SDR) - Accounting & Financial Services

Job description

About this role

At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline and revenue growth across accounting and financial services.

Responsibilities

• - Identify and research prospective customers across target verticals, including:
• - Churches
• - E-commerce
• - Construction
• - Home services
• - Trucking
• - Real estate
• - Build targeted prospect lists using LinkedIn, directories, and prospecting platforms
• - Identify decision-makers and relevant buying signals
• - Understand industry-specific pain points and tailor outreach accordingly
• - Maintain a consistent pipeline of new prospects
• - Execute outbound prospecting through:
• - Cold email
• - Cold calling
• - LinkedIn
• - Social platforms
• - Personalize messaging based on prospect needs and industry
• - Engage prospects and move qualified leads into discovery conversations
• - Maintain disciplined follow-up across multiple touchpoints
• - Support basic Facebook and Instagram campaigns to generate inbound opportunities
• - Conduct discovery calls using frameworks such as BANT or MEDDIC
• - Understand prospects’ accounting, bookkeeping, and financial-service needs
• - Qualify opportunities based on fit, needs, budget, and buying intent
• - Present relevant service solutions
• - Conduct demos and walkthroughs using tools such as Digits
• - Handle objections confidently and professionally
• - Prepare proposals and move opportunities toward close
• - Independently close smaller deals
• - Coordinate with the service delivery team for smooth client onboarding
• - Own opportunities from initial prospecting through close
• - Maintain consistent follow-up with active prospects
• - Track conversations, tasks, and deal stages accurately in the CRM
• - Keep pipeline data clean and current
• - Ensure opportunities do not stall due to missed follow-ups
• - Maintain clear visibility into next steps across every active deal
• - Track:
• - Outreach activity
• - Response rates
• - Discovery calls
• - Qualified opportunities
• - Conversion rates
• - Deals closed
• - Revenue generated
• - Paid campaign performance

Qualifications and requirements

• - Experience selling to SMBs or service-based businesses
• - Understanding of accounting workflows and financial operations
• - Familiarity with GoHighLevel
• - Experience using Digits
• - Experience supporting or running Facebook and Instagram campaigns
• - Experience selling into industries such as construction, real estate, e-commerce, trucking, or home services
• - You’ve sold accounting, bookkeeping, financial, or professional services before
• - You can confidently move from cold outreach to discovery to close
• - You understand that success is measured by pipeline and revenue , not just activity
• - You can speak credibly with business owners about operational and financial pain points
• - You’re comfortable balancing outbound prospecting with inbound opportunities
• - You follow up consistently and maintain an organized pipeline
• - You take ownership of outcomes rather than waiting for direction