# Senior Sales and Account Executive - Accounting & Financial Services

**Company:** [Pavago](http://jobs.workable.com/companies/oLah2TugS95w5whXCdpTG3.md)
**Location:** Remote
**Workplace:** remote
**Department:** Candidate Sourcing

[Apply for this job](http://jobs.workable.com/view/46bad19c-2a1d-4376-8e1d-03e13162731f)

## Description

### **Job Title: Sales Development Representative (SDR) – Accounting & Financial Services**

**Position Type:** Full-Time, Remote  
**Working Hours:** U.S. Business Hours (EST)

### **About the Role**

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, and closing smaller deals**, while working closely with the service delivery team for onboarding.

The ideal candidate has **prior experience selling accounting, bookkeeping, or financial services**, understands client pain points in these industries, and can confidently run conversations end-to-end.

### **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

### **What Makes You a Perfect Fit**

-   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**

### **Required Experience & Skills (Must-Have)**

-   **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 (Nice-to-Have)**

-   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