Sales Development Representative (SDR) – Accounting & Financial Services

Role Overview

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, and closing smaller deals independently.

What You Will Do

Prospecting & Research, Multi-Channel Outreach & Lead Generation, Discovery, Qualification & Closing, Pipeline Management & Follow-Ups, Reporting & Performance Tracking

Why It Might Be a Fit

You are highly results-driven and performance-oriented, can confidently run discovery calls and close deals independently, balance outbound prospecting with relationship-building, follow up consistently and proactively, take ownership of revenue and pipeline growth, and thrive in fast-paced, high-accountability sales environments.

Requirements

• 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
• Strong experience with CRM platforms such as HubSpot, Salesforce, similar CRM 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

Benefits

• Fully remote role aligned with U.S. business hours
• Opportunity to grow into Account Executive, Sales Manager, Revenue Operations, Business Development Leadership