Sales Development Representative (SDR) – Accounting & Financial Services

P
PavagoAccounting & Financial Services
Workable locations: Pakistan, U.S. Business Hours (EST)Full-Time
Salary not disclosed
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Job Details

Required Skills
SalesforceCRMHubSpot

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

Responsibilities

  • 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
  • Execute outreach via email, cold calls, LinkedIn, and social platforms
  • Conduct discovery calls using frameworks like BANT or MEDDIC
  • Identify client needs and present relevant solutions
  • Handle objections, create proposals, and close deals independently
  • Maintain consistent follow-ups to nurture leads
  • Track all interactions and deal stages in CRM
  • Track outreach, conversions, ad performance, and pipeline metrics
  • Provide weekly performance insights and reports
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