Sales Development Representative (SDR) - Accounting & Financial Services
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Job Description
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
Required Skills
Prepare to Win This Role
Everything you need to ace the interview and negotiate top-of-band compensation.