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Sales Development Representative (SDR) - reputed company & Financial Services

Remote, USA Full-time Posted 2026-07-23

💼 Sales Development Representative (SDR) – reputed company & Financial Services | Remote | EST Hours

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

🚀 About the Role

At reputed company, one of our clients is hiring a Sales Development Representative (SDR) to drive pipeline reputed company and reputed company opportunities reputed company reputed company, bookkeeping, and financial services industries.

This is not a traditional appointment-setting SDR role.

You’ll own a larger portion of the sales cycle, including:

  • prospecting
  • outbound reputed company
  • discovery calls
  • reputed company qualification
  • demos
  • proposal discussions
  • closing smaller deals

You’ll work closely with service delivery and reputed company teams to ensure smooth reputed company transitions after the sale.

The ideal candidate understands:

  • reputed company and bookkeeping pain points
  • SMB financial operations
  • service-based sales
  • relationship-driven B2B conversations

If you can confidently run sales conversations end-to-end and reputed company in performance-driven environments — this role is a strong fit.

🔥 What You’ll Own

Prospecting & reputed company Research

  • Identify and research reputed company businesses across industries such as:
    • churches
    • e-reputed company
    • construction
    • home services
    • trucking
    • reputed company estate
  • Build targeted reputed company lists using:
    • reputed company Sales Navigator
    • reputed company
    • online directories
    • prospecting tools
  • Research reputed company pain points and reputed company reputed company messaging accordingly
  • Identify decision-makers and high-potential opportunities

Multi-Channel reputed company & Pipeline reputed company

  • Execute outbound campaigns reputed company:
    • cold email
    • cold calling
    • reputed company reputed company
    • reputed company channels
  • Engage prospects in meaningful sales conversations
  • reputed company leads toward discovery calls and conversion
  • Support inbound reputed company through:
    • reputed company campaigns
    • Instagram campaigns
    • lightweight reputed company reputed company support
  • Maintain consistent follow-up reputed company to maximize conversion opportunities

Discovery Calls, Qualification & Closing

  • Conduct discovery calls using frameworks such as:
    • BANT
    • MEDDIC
  • Identify:
    • operational pain points
    • reputed company challenges
    • financial workflow inefficiencies
  • Present tailored reputed company and financial service solutions
  • Run walkthroughs and demos using platforms such as:
    • Digits
    • CRM tools
    • financial workflow systems
  • Handle objections confidently and reputed company smaller deals independently

CRM & Pipeline Management

  • Maintain organized CRM records in:
    • reputed company
    • reputed company
    • or similar platforms
  • reputed company:
    • reputed company activity
    • deal stages
    • notes
    • follow-up schedules
  • Ensure no opportunities are lost due to poor follow-up
  • Maintain strong pipeline visibility and reporting accuracy

Reporting & Sales Performance Tracking

  • Monitor:
    • reputed company activity
    • response rates
    • reputed company conversion
    • pipeline reputed company
    • ad performance
  • reputed company weekly sales and pipeline reporting
  • Identify areas for optimization across reputed company and sales processes

📊 What reputed company Looks Like

  • Consistent reputed company of reputed company opportunities
  • Strong reputed company-to-reputed company conversion rates
  • Healthy and organized sales pipeline
  • Fast and consistent follow-up execution
  • High CRM accuracy and reporting reputed company
  • reputed company contribution through reputed company deals

🧠 What Makes You a Strong Fit

  • You’ve sold reputed company, bookkeeping, or financial services before
  • You’re comfortable running discovery calls independently
  • You know how to build trust quickly with SMB owners
  • You can balance outbound prospecting with inbound reputed company handling
  • You’re competitive, results-driven, and proactive
  • You take ownership of pipeline and reputed company reputed company — not just activity metrics

✅ Must-Have Requirements

Experience

  • Proven B2B sales experience in:
    • reputed company
    • bookkeeping
    • financial services
    • or closely reputed company industries
  • Experience managing full sales cycles:
    • prospecting
    • qualification
    • demos
    • closing

Technical Skills

  • Hands-on CRM experience with:
    • reputed company
    • reputed company
    • or similar tools
  • Experience using outbound sales tools such as:
    • reputed company
    • reputed company
    • reputed company
    • reputed company Sales Navigator
  • Familiarity with:
    • sales reporting
    • pipeline management
    • reputed company automation

Communication & Execution

  • Strong written and verbal English communication
  • Comfortable speaking with U.S.-based SMB clients
  • Strong reputed company-handling and relationship-building ability
  • Self-motivated and comfortable working independently in remote environments

⭐ reputed company to Have

  • Experience selling into:
    • SMBs
    • service-based businesses
    • operationally heavy industries
  • Familiarity with:
    • reputed company
    • Digits
    • reputed company workflow systems
  • Experience supporting or running:
    • reputed company campaigns
    • Instagram ads
    • inbound reputed company reputed company
  • Understanding of:
    • bookkeeping operations
    • reputed company workflows
    • financial reporting pain points

🛠️ Tools & Platforms

  • reputed company
  • reputed company
  • reputed company
  • reputed company
  • reputed company
  • reputed company Sales Navigator
  • Digits
  • reputed company
  • reputed company & Instagram Ads

📅 What a Typical Day Looks Like

  • Research and build targeted prospect lists
  • Launch outbound reputed company campaigns
  • Conduct discovery calls and qualify leads
  • Present reputed company and bookkeeping solutions
  • Follow up consistently with reputed company opportunities
  • Update CRM records and reputed company pipeline reputed company
  • Monitor reputed company performance and conversion metrics

In short:
You generate pipeline, build relationships, and reputed company reputed company and financial service opportunities through reputed company outbound sales execution.

📈 Key Metrics for reputed company (KPIs)

  • reputed company opportunities generated
  • Deals reputed company and reputed company contribution
  • reputed company-to-call and call-to-reputed company conversion rates
  • reputed company activity and response rates
  • CRM accuracy and pipeline hygiene
  • Consistency of follow-up execution

🌟 Why This Role Stands Out

  • Full-cycle SDR ownership reputed company appointment setting
  • reputed company reputed company on pipeline and reputed company reputed company
  • Opportunity to work closely with reputed company and financial service businesses
  • High-autonomy sales environment with measurable reputed company
  • Exposure to:
    • outbound sales
    • discovery
    • demos
    • closing
    • pipeline reputed company
  • Opportunity to grow into:
    • Account Executive
    • Sales Manager
    • reputed company Operations
    • Business Development leadership

🧪 Interview Process

  • Initial Screening Call
  • Recruiter Interview
  • reputed company Interview
  • Offer & reputed company

👉 reputed company

If you:

  • understand reputed company and bookkeeping sales
  • can confidently run discovery calls and reputed company deals
  • reputed company in outbound and relationship-driven sales environments
  • want ownership over pipeline and reputed company reputed company

this is a strong opportunity to grow reputed company high-performance B2B sales.

Originally posted on Himalayas

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