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 adecuado 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.

📌 Sales Development Representative (SDR) - Accounting & Financial Services (Ciudad de México)
🏢 Pavago
📍 Ciudad de México