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

Open nowPosted 17 days ago

Sales Development Representative (SDR) - Accounting & Financial Services

Workable (global search)108,016 open roles

Where
Pakistan
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) · Pakistan

  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 7 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 17 days ago

Workable (global search) median: 7 days open

The posting

Sales Development Representative (SDR) – Accounting & Financial Services | Remote

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 and revenue growth across accounting and financial services.

This is a high-ownership, full-cycle sales role that goes beyond traditional appointment setting. You’ll prospect for new business, execute multi-channel outreach, conduct discovery calls, present solutions, and close smaller deals independently.

The ideal candidate has experience selling accounting, bookkeeping, financial, or related professional services and understands how to communicate with SMB owners about their financial and operational challenges.

What You’ll Own

Prospecting & Lead Generation

  • Identify and research prospective customers across target verticals, including:
  • Churches
  • E-commerce
  • Construction
  • Home services
  • Trucking
  • Real estate
  • Build targeted prospect lists using LinkedIn, directories, and prospecting platforms
  • Identify decision-makers and relevant buying signals
  • Understand industry-specific pain points and tailor outreach accordingly
  • Maintain a consistent pipeline of new prospects

Multi-Channel Outreach

  • Execute outbound prospecting through:
  • Cold email
  • Cold calling
  • LinkedIn
  • Social platforms
  • Personalize messaging based on prospect needs and industry
  • Engage prospects and move qualified leads into discovery conversations
  • Maintain disciplined follow-up across multiple touchpoints
  • Support basic Facebook and Instagram campaigns to generate inbound opportunities

Discovery, Qualification & Closing

  • Conduct discovery calls using frameworks such as BANT or MEDDIC
  • Understand prospects’ accounting, bookkeeping, and financial-service needs
  • Qualify opportunities based on fit, needs, budget, and buying intent
  • Present relevant service solutions
  • Conduct demos and walkthroughs using tools such as Digits
  • Handle objections confidently and professionally
  • Prepare proposals and move opportunities toward close
  • Independently close smaller deals
  • Coordinate with the service delivery team for smooth client onboarding

Pipeline & CRM Management

  • Own opportunities from initial prospecting through close
  • Maintain consistent follow-up with active prospects
  • Track conversations, tasks, and deal stages accurately in the CRM
  • Keep pipeline data clean and current
  • Ensure opportunities do not stall due to missed follow-ups
  • Maintain clear visibility into next steps across every active deal

Reporting & Performance

  • Track:
  • Outreach activity
  • Response rates
  • Discovery calls
  • Qualified opportunities
  • Conversion rates
  • Deals closed
  • Revenue generated
  • Paid campaign performance
  • Maintain accurate CRM notes and reporting
  • Provide weekly performance insights and pipeline updates
  • Identify opportunities to improve messaging, targeting, and conversion

Must-Have Experience & Skills

  • Proven B2B sales experience, preferably selling:
  • Accounting services
  • Bookkeeping services
  • Financial services
  • Related professional services
  • Experience conducting discovery and qualification calls
  • Demonstrated ability to close deals independently
  • Experience managing opportunities across the full sales cycle
  • Strong outbound prospecting and lead-generation experience
  • Familiarity with tools such as:
  • Apollo
  • Salesloft
  • Outreach
  • LinkedIn Sales Navigator
  • Experience with HubSpot, Salesforce, or similar CRM platforms
  • Strong written and verbal English communication skills
  • Strong objection-handling and follow-up skills
  • Ability to work independently during U.S. EST business hours

Nice to Have

  • Experience selling to SMBs or service-based businesses
  • Understanding of accounting workflows and financial operations
  • Familiarity with GoHighLevel
  • Experience using Digits
  • Experience supporting or running Facebook and Instagram campaigns
  • Experience selling into industries such as construction, real estate, e-commerce, trucking, or home services

Tools & Tech

HubSpot | Salesforce | Apollo | Salesloft | Outreach | LinkedIn Sales Navigator | GoHighLevel | Digits | Meta Ads

What Makes You a Strong Fit

  • You’ve sold accounting, bookkeeping, financial, or professional services before
  • You can confidently move from cold outreach to discovery to close
  • You understand that success is measured by pipeline and revenue, not just activity
  • You can speak credibly with business owners about operational and financial pain points
  • You’re comfortable balancing outbound prospecting with inbound opportunities
  • You follow up consistently and maintain an organized pipeline
  • You take ownership of outcomes rather than waiting for direction

What a Typical Day Looks Like

You may start by researching target accounts and building prospect lists before moving into cold calls, emails, and LinkedIn outreach.

Throughout the day, you’ll conduct discovery calls, qualify prospects, demonstrate solutions, handle objections, prepare proposals, and move active opportunities toward close.

You’ll also maintain CRM records, follow up with prospects, review campaign performance, and coordinate successful new clients with the service delivery team.

In short: you own the sales process from prospecting through close and turn qualified opportunities into revenue.

Key Metrics for Success

  • Qualified opportunities generated
  • Deals closed
  • Revenue contribution
  • Lead → discovery call conversion
  • Discovery call → close conversion
  • Outreach response rates
  • Pipeline growth and velocity
  • Consistent follow-up execution
  • CRM accuracy and pipeline hygiene

Interview Process

  1. Initial Screening Call
  2. Spark Hire Video Interview
  3. Recruiter Interview
  4. Client Interview
  5. Offer & Onboarding

Apply Now

If you have experience selling accounting, bookkeeping, financial, or professional services and can confidently own the sales process from prospecting through discovery and close, we’d love to hear from you.

Apply now and help build a high-performing pipeline across growing SMB markets.

#SalesDevelopmentRepresentative #SDR #AccountingSales #FinancialServices #B2BSales #OutboundSales #LeadGeneration #BusinessDevelopment #RemoteSales #RemoteJobs

#LI-AG1

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.