Job description
Category: Banking
Location:
Executive Assistant
Overview
We are seeking a highly professional and organized Executive Outreach & Business
Development Coordinator to support business development efforts, executive communications,
and lead management. This role will be responsible for building relationships with prospects,
managing follow-ups, and ensuring opportunities move efficiently through the sales pipeline.
Key Responsibilities
Conduct executive-level outreach through phone calls and email
Make outbound calls to business owners, executives, investors, buyers, and sellers
Qualify opportunities before passing them to management
Build and maintain relationships with prospective clients
Manage follow-up schedules and ongoing communications
Track leads, opportunities, and interactions within the CRM
Maintain detailed notes and activity records
Keep Pipedrive organized and up to date
Coordinate with internal team members to ensure opportunities are properly managed
Handle sensitive business information with professionalism and confidentiality
Platforms & Tools Used
Pipedrive
Microsoft Office
Google Workspace
Email and Phone Communication Systems
Ideal Candidate
Excellent spoken and written English
Professional phone presence
Comfortable speaking with CEOs, business owners, investors, buyers, and sellers
Strong email communication skills
Experience in outreach, business development, sales support, or lead generation
Highly organized and detail-oriented
Proactive and able to work independently
Strong follow-up and relationship-building skills
Trustworthy and able to handle confidential information
DetailsOriginally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.