Sales Development Representative (SDR) - Accounting & Financial Services

Ovii's Interpretation of the Role

The Sales Development Representative will own end‑to‑end outbound sales activities for accounting and financial‑service clients, driving pipeline and closing smaller deals. The role blends prospecting, discovery, demos, and CRM‑driven pipeline management while collaborating with delivery teams. It is a full‑time remote position based in Colombia, operating on U.S. EST business hours.

Role Snapshot

• Full‑cycle outbound SDR
• Remote‑first (Colombia)
• B2B sales in accounting & finance
• Pipeline ownership & revenue impact
• Collaboration with delivery/onboarding

Must-Have Requirements

• B2B sales experience in accounting/bookkeeping/financial services
• Full sales‑cycle ownership (prospecting, qualification, demos, closing)
• Hands‑on CRM experience (HubSpot, Salesforce or similar)
• Outbound sales tools (Apollo, Outreach, Salesloft, LinkedIn Sales Navigator)
• B2B sales in accounting/bookkeeping/financial services

Nice-to-Have Signals

• Experience selling into SMB service‑based businesses
• Familiarity with GoHighLevel or Digits platforms
• Experience running Facebook/Instagram ad campaigns
• Familiarity with sales reporting, pipeline automation, and outreach analytics
• Selling into SMB service‑based businesses

Work Setup

• Location: Colombia, Colombia
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: Colombia
• Timezone: U.S. EST business hours
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: unknown

Not Specified in JD

• Salary range
• Visa sponsorship
• Relocation
• Notice period
• Travel
• Security clearance
• Coding test
• Portfolio
• GitHub
• Writing sample
• Cover letter

What You'll Likely Work On

• Research and build targeted prospect lists across verticals such as churches, e‑commerce, construction, and real‑estate
• Execute outbound campaigns via cold email, calls, LinkedIn, and social channels
• Conduct discovery calls using BANT/MEDDIC frameworks and qualify leads
• Present accounting and bookkeeping solutions, run demos, and close smaller deals independently
• Maintain accurate CRM records, track pipeline stages, and report weekly performance metrics
• Collaborate with service delivery and onboarding teams to ensure smooth client transitions

Good Fit If You Have

• Prior experience selling accounting, bookkeeping, or financial‑service solutions
• Comfortable running discovery calls and handling objections autonomously
• Proactive, results‑driven mindset with strong ownership of pipeline and revenue