Sales Development Representative (SDR) - Accounting & Financial Services

Before you apply

Job source

Himalayas

Applying on

himalayas.app

Workplace

Fully remote

US state

Nationwide remote

Category

Sales

Link last checked

Not checked yet

Posted

2 weeks ago

Closes

10/30/2026

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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 sale

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