Sales-Development-Representative, B2B-Sales, SDR Jobs

💼 Sales Development Representative (SDR) – Accounting & Financial Services | Remote | EST Hours

Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours (EST)

🚀 About the Role

At Pavago, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline growth and close opportunities within accounting, bookkeeping, and financial services industries.

This is not a traditional appointment-setting SDR role.

You’ll own a larger portion of the sales cycle, including:

• prospecting
• outbound outreach
• discovery calls
• lead qualification
• demos
• proposal discussions
• closing smaller deals

You’ll work closely with service delivery and onboarding teams to ensure smooth client transitions after the sale.

The ideal candidate understands:

• accounting and bookkeeping pain points
• SMB financial operations
• service-based sales
• relationship-driven B2B conversations

If you can confidently run sales conversations end-to-end and thrive in performance-driven environments — this role is a strong fit.

🔥 What You’ll Own

Prospecting & Lead Research

• Identify and research target businesses across industries such as:
• churches
• e-commerce
• construction
• home services
• trucking
• real estate
• Build targeted lead lists using:
• LinkedIn Sales Navigator
• Apollo
• online directories
• prospecting tools
• Research client pain points and tailor outreach messaging accordingly
• Identify decision-makers and high-potential opportunities

Multi-Channel Outreach & Pipeline Generation

• Execute outbound campaigns via:
• cold email
• cold calling
• LinkedIn outreach
• social channels
• Engage prospects in meaningful sales conversations
• Move leads toward discovery calls and conversion
• Support inbound generation through:
• Facebook campaigns
• Instagram campaigns
• lightweight paid social support
• Maintain consistent follow-up cadence to maximize conversion opportunities

Discovery Calls, Qualification & Closing

• Conduct discovery calls using frameworks such as:
• BANT
• MEDDIC
• Identify:
• operational pain points
• accounting challenges
• financial workflow inefficiencies
• Present tailored accounting and financial service solutions
• Run walkthroughs and demos using platforms such as:
• Digits
• CRM tools
• financial workflow systems
• Handle objections confidently and close smaller deals independently

CRM & Pipeline Management

• Maintain organized CRM records in:
• HubSpot
• Salesforce
• or similar platforms
• Track:
• outreach activity
• deal stages
• notes
• follow-up schedules
• Ensure no opportunities are lost due to poor follow-up
• Maintain strong pipeline visibility and reporting accuracy

Reporting & Sales Performance Tracking

• Monitor:
• outreach activity
• response rates
• lead conversion
• pipeline movement
• ad performance
• Provide weekly sales and pipeline reporting
• Identify areas for optimization across outreach and sales processes

📊 What Success Looks Like

• Consistent generation of qualified opportunities
• Strong lead-to-close conversion rates
• Healthy and organized sales pipeline
• Fast and consistent follow-up execution
• High CRM accuracy and reporting quality
• Revenue contribution through closed deals

🧠 What Makes You a Strong Fit

• You’ve sold accounting, bookkeeping, or financial services before
• You’re comfortable running discovery calls independently
• You know how to build trust quickly with SMB owners
• You can balance outbound prospecting with inbound lead handling
• You’re competitive, results-driven, and proactive
• You take ownership of pipeline and revenue outcomes — not just activity metrics

✅ Must-Have Requirements

Experience

• Proven B2B sales experience in:
• accounting
• bookkeeping
• financial services
• or closely related industries
• Experience managing full sales cycles:
• prospecting
• qualification
• demos
• closing

Technical Skills

• Hands-on CRM experience with:
• HubSpot
• Salesforce
• or similar tools
• Experience using outbound sales tools such as:
• Apollo
• Outreach
• Salesloft
• LinkedIn Sales Navigator
• Familiarity with:
• sales reporting
• pipeline management
• outreach automation

Communication & Execution

• Strong written and verbal English communication
• Comfortable speaking with U.S.-based SMB clients
• Strong objection-handling and relationship-building ability
• Self-motivated and comfortable working independently in remote environments

⭐ Nice to Have

• Experience selling into:
• SMBs
• service-based businesses
• operationally heavy industries
• Familiarity with:
• GoHighLevel
• Digits
• accounting workflow systems
• Experience supporting or running:
• Facebook campaigns
• Instagram ads
• inbound lead generation
• Understanding of:
• bookkeeping operations
• accounting workflows
• financial reporting pain points

🛠️ Tools & Platforms

• HubSpot
• Salesforce
• Apollo
• Outreach
• Salesloft
• LinkedIn Sales Navigator
• Digits
• GoHighLevel
• Facebook & Instagram Ads

📅 What a Typical Day Looks Like

• Research and build targeted prospect lists
• Launch outbound outreach campaigns
• Conduct discovery calls and qualify leads
• Present accounting and bookkeeping solutions
• Follow up consistently with active opportunities
• Update CRM records and track pipeline movement
• Monitor outreach performance and conversion metrics

In short:
You generate pipeline, build relationships, and close accounting and financial service opportunities through structured outbound sales execution.

📈 Key Metrics for Success (KPIs)

• Qualified opportunities generated
• Deals closed and revenue contribution
• Lead-to-call and call-to-close conversion rates
• Outreach activity and response rates
• CRM accuracy and pipeline hygiene
• Consistency of follow-up execution

🌟 Why This Role Stands Out

• Full-cycle SDR ownership beyond appointment setting
• Direct impact on pipeline and revenue growth
• Opportunity to work closely with accounting and financial service businesses
• High-autonomy sales environment with measurable impact
• Exposure to:
• outbound sales
• discovery
• demos
• closing
• pipeline strategy
• Opportunity to grow into:
• Account Executive
• Sales Manager
• Revenue Operations
• Business Development leadership

🧪 Interview Process

• Initial Screening Call
• Recruiter Interview
• Client Interview
• Offer & Onboarding

👉 Apply Now

If you:

• understand accounting and bookkeeping sales
• can confidently run discovery calls and close deals
• thrive in outbound and relationship-driven sales environments
• want ownership over pipeline and revenue generation

this is a strong opportunity to grow within high-performance B2B sales.

Originally posted on Himalayas

What you'll do:

• Deepen Target Account Insights: Conduct thorough research on target accounts to tailor messaging that resonates and drives impact, ensuring you effectively identify and nurture potential customers through the sales funnel.
• Amplify Influ2's Presence: Generate interest in Influ2 through multi-channel outreach, including personalized emails, social touches, and cold calls, while collaborating closely with the Account-Based Marketing team to ensure your efforts are aligned with broader marketing campaigns.
• Collaborate with Account Executives: Partner with Account Executives to share insights and strategies, ensuring a seamless handoff of qualified leads and maximizing the potential for closing deals. Regularly exchange feedback to refine outreach tactics and enhance overall sales effectiveness.
• Overcome Objections and Develop a Customer-Centric Perspective: Confidently address potential concerns and objections while building a deep understanding of customer needs to qualify leads effectively and articulate Influ2’s value proposition.
• Hone Sales Skills and Manage Leads Efficiently: Prioritize and manage a high volume of leads, continuously refining your strategies to maximize engagement and deal flow through consistent outreach efforts.
• Understand Key Personas: Research and develop an understanding of different business lines and decision-makers to tailor your approach and messaging.

Who are you?

• 1+ years of experience in cold calling, lead generation, or SaaS sales is preferred.
• A strong desire to build a long-term career in sales, with a commitment to professional growth and continuous learning.
• A results-oriented mindset with a proven track record of exceeding targets in sales or other work-related projects.
• A systematic, proactive, and focused working style that ensures efficiency and effectiveness.
• The ability to advocate for yourself and take ownership of projects and tasks.
• The capability to swiftly understand and address customers' business needs and pain points.
• Articulate communication skills, with excellence in both spoken and written English.
At Influ2, we highly appreciate a wide range of experiences and backgrounds. So, even if your history doesn't perfectly match our list, we would still be delighted to receive your application and learn more about you!

What's in it for you?

• Be part of an innovative team with a flat organizational structure.
• Remote work flexibility with no fixed working hours; work where and when it suits you.
• Progressive commission structure and performance bonuses.
• Unlimited vacation policy to support a healthy work-life balance.
• Generous parental leave and other well-structured PTO policies.
• A well-rounded health package with comprehensive medical, dental, and vision coverage.
• Some local and international travel may be required for internal/external events
We’ve raised a total of $15 million in our Series A round, maintaining a cash-positive business for the past 24 months while achieving 50% growth.
We're convinced that the diverse ideas and experiences every Influ2encer brings are the key to our success. To make sure our culture and products reflect this blend of viewpoints and backgrounds, there's no room for discrimination here. Our approach to hiring, training, promoting, and compensating individuals is grounded in merit and competence.
We're committed to offering equal employment opportunities to all qualified individuals, no matter their race, age, religion, where they come from, gender identity or expression, sexual orientation, marital status, physical or mental disability, military or veteran status, or any other characteristic protected by law. Everyone at Influ2 plays a part in keeping our workplace welcoming and free from discrimination and harassment.

Originally posted on Himalayas