Sales Development Representative (Accounting & Financial Services)

Location: Remote within the United States; working hours aligned with U.S. business hours (EST)

What you will do

• Research target customers and build qualified lead lists across accounting, bookkeeping, financial services, and other service-based industries.
• Execute multi-channel outbound campaigns using cold calls, email, social platforms, and prospecting tools.
• Conduct discovery and qualification calls, present tailored solutions, run demos, and handle objections.
• Create proposals and close smaller deals independently, then coordinate onboarding handoffs to service delivery teams.
• Maintain CRM records, follow-up cadences, pipeline stages, activities, and deal status.
• Track outreach, conversion, pipeline, advertising, and revenue metrics and prepare weekly performance reports.

Requirements

• Proven B2B sales experience in accounting, bookkeeping, financial, or other professional services.
• Experience with discovery calls, sales presentations, deal closing, and managing the full sales cycle from prospecting to close.
• Strong CRM experience with HubSpot, Salesforce, or similar platforms.
• Familiarity with Apollo, Outreach, Salesloft, LinkedIn Sales Navigator, or comparable outbound sales tools.
• Strong written and verbal English communication skills required.
• Must be able to work remotely from the United States during EST business hours.

Nice to have

• Experience selling to SMBs, service-based businesses, or accounting firms.
• Familiarity with GoHighLevel, Digits, accounting workflows, and bookkeeping operations.
• Experience supporting Facebook Ads, Instagram Ads, or lead generation campaigns.
• Understanding of financial operations, bookkeeping pain points, and operational accounting workflows.

Culture & Benefits

• High-ownership sales role with direct responsibility for pipeline growth and revenue contribution.
• Performance-focused environment with measurable KPIs.
• Fully remote work aligned with U.S. business hours.
• Opportunity to manage the full sales cycle and progress toward Account Executive, Sales Manager, Revenue Operations, or Business Development leadership roles.

Hiring process

• Initial screening call.
• Recruiter interview followed by a client interview.
• Offer and onboarding.