Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 116 days ago

Sales Development Representative (SDR) - Accounting & Financial Services

Workable (global search)107,990 open roles

Where
Brazil
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSales Development Representative (SDR) - Accounting & Financial ServicesWorkable (global search) · Brazil

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 6 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 116 days ago

Workable (global search) median: 6 days open

The posting

💼 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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.