Sales Development Representative (SDR) - Accounting & Financial Services

Ovii's Interpretation of the Role

We are looking for a high‑performing Sales Development Representative to own outbound prospecting, lead generation, and full‑cycle sales within accounting and financial services markets. The role is fully remote, aligns with U.S. business hours, and directly impacts revenue through qualified pipeline growth.

Role Snapshot

• Outbound prospecting & lead generation
• Full‑cycle sales ownership
• Pipeline & CRM management
• Revenue‑impact focus
• Remote, independent work

Must-Have Requirements

• CRM platforms (HubSpot, Salesforce)
• Outbound sales tools (Apollo, Outreach, Salesloft, LinkedIn Sales Navigator)
• Strong written and verbal English communication
• Independent remote work capability
• Objection handling and relationship‑building
• Proven B2B sales experience in accounting, bookkeeping, or financial services

Nice-to-Have Signals

• Experience selling into SMBs or service‑based businesses
• Familiarity with GoHighLevel or Digits platforms
• Experience with Facebook/Instagram Ads lead‑generation campaigns
• Selling into SMBs or service‑based businesses
• Running Facebook/Instagram ad lead‑gen campaigns

Work Setup

• Location: United States
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: United States
• Timezone: U.S. Business Hours (EST)
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: no

Not Specified in JD

• Visa sponsorship
• Salary range
• Remote eligibility details beyond US

What You'll Likely Work On

• Research and build targeted prospect lists across accounting, bookkeeping, and financial services verticals
• Execute multi‑channel outbound outreach (calls, email, LinkedIn, social) and qualify new opportunities
• Conduct discovery calls using BANT/MEDDIC/SPIN frameworks and present tailored solutions
• Close smaller deals independently and handoff onboarding to service delivery teams
• Maintain pipeline hygiene, update CRM stages, and track activity metrics
• Report weekly on outreach performance, conversion rates, and revenue contribution

Good Fit If You Have

• Results‑driven with a performance‑oriented mindset
• Thrives in fast‑paced, high‑accountability sales environments
• Strong objection handling and proactive follow‑up