[Hiring] Sales Development Representative (SDR) - Accounting & Financial Services @Pavago

Role Description

We’re hiring a Sales Development Representative (SDR) who can drive pipeline growth by identifying, engaging, and converting prospects within accounting and financial services verticals. This is a high-ownership, full-cycle SDR role that goes beyond just booking meetings. You will be responsible for:

• Prospecting
• Outreach
• Discovery calls
• Closing smaller deals

While working closely with the service delivery team for onboarding.

Responsibilities

• Prospecting & Research
  • Identify and research potential customers across target verticals (churches, e-commerce, construction, home services, trucking, real estate)
  • Build lead lists using LinkedIn, directories, and prospecting tools
  • Understand industry-specific pain points to tailor outreach
• Multi-Channel Outreach & Lead Generation
  • Execute outreach via email, cold calls, LinkedIn, and social platforms
  • Engage prospects in conversations and move them toward discovery calls
  • Launch and manage basic paid campaigns (Facebook/Instagram) to support inbound
• Discovery, Qualification & Closing
  • Conduct discovery calls using frameworks like BANT or MEDDIC
  • Identify client needs and present relevant solutions
  • Run demos and walkthroughs using tools like Digits
  • Handle objections, create proposals, and close deals independently
• Pipeline Management & Follow-Ups
  • Maintain consistent follow-ups to nurture leads
  • Track all interactions and deal stages in CRM
  • Ensure no opportunities are lost due to lack of follow-up
• Reporting & Performance Tracking
  • Track outreach, conversions, ad performance, and pipeline metrics
  • Maintain CRM hygiene with accurate notes and updates
  • Provide weekly performance insights and reports

Qualifications

• You’ve sold accounting, bookkeeping, or financial services before
• You can run discovery calls and close deals independently
• You’re comfortable balancing outbound outreach + inbound lead handling
• You are results-driven and thrive in a performance-based environment
• You take ownership of pipeline, not just activity

Requirements

• Proven B2B sales experience, preferably in accounting, bookkeeping, or financial services
• Experience conducting discovery calls and closing deals
• Familiarity with CRM tools (HubSpot, Salesforce, or similar)
• Experience with outbound tools (Salesloft, Outreach, Apollo, LinkedIn Sales Navigator)
• Strong communication skills (written + verbal)
• Ability to manage full sales cycle from prospecting to close

Ideal Experience

• Experience selling into SMBs or service-based businesses
• Familiarity with tools like GoHighLevel or Digits
• Experience running or supporting paid social campaigns
• Understanding of accounting workflows or financial operations

What Does a Typical Day Look Like?

• Research and build targeted prospect lists
• Execute outreach campaigns across multiple channels
• Conduct discovery calls and qualify opportunities
• Present solutions and move deals toward close
• Follow up with leads and maintain pipeline momentum
• Update CRM and track performance metrics

Key Metrics for Success (KPIs)

• Number of qualified opportunities generated
• Deals closed and revenue contribution
• Conversion rates (lead → call → close)
• Outreach activity and response rates
• CRM accuracy and pipeline management

Interview Process

• Initial Screening Call
• Recruiter Interview
• Client Interview
• Offer & Onboarding