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 Identi