Senior Sales and Account Executive - Accounting & Financial Services

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

Originally posted on Himalayas