Sales Development and Executive Outreach Specialist

You will support the CEO and CSO by helping turn relationships, introductions, qualified leads, and targeted prospects into scheduled appointments and active business opportunities.

You will use Apollo.io, Salesforce, LinkedIn, email, phone calls, and AI-enabled tools to research prospects, identify and engage B2B contacts, manage outreach, document activity, and complete follow-up.

This is a remote role, based in Latin America in Eastern Standard Time.

Key Responsibilities:

• Work directly with the CEO and CSO to organize, prioritize, and execute outbound sales outreach.

• Research companies, decision-makers, executives, referral sources, and relationship paths.

• Keep all active prospects, B2B contacts and accounts, and follow-up items organized and current.

• Use Apollo.io to identify, enrich, organize, and prioritize leads.

• Use Salesforce to track every call, email, LinkedIn touch, task, note, meeting outcome, and follow-up.

• Send polished, personalized outbound emails.

• Make professional calls to schedule appointments and advance conversations.

• Use LinkedIn for prospect research, direct outreach, engagement, and thought leadership support.

• Follow up on PlanITROI’s executive network, warm relationships, referrals, inbound leads, and lead generation team leads.

• Coordinate meeting scheduling, confirmations, reminders, and next-step communication.

• Take meeting notes when needed and follow through until next steps are completed.

• Prepare prospect briefs, account research, call summaries, and meeting notes.

• Track opportunities through appointment setting, post-meeting follow-up, proposal support, contract progress, and handoff to Client Success.

• Partner with sales, marketing, lead generation, and Client Success to keep opportunities moving.

• Maintain confidentiality and professionalism with executive relationships and strategic opportunities.

• Perform other duties as assigned

What Success Looks Like:

• 5-10 Qualified new business appointments are scheduled every week.

• PlanITROI’s executive network is researched, organized, contacted, and followed up on.

• Qualified leads receive fast, professional follow-up.

• Salesforce is accurate, current, and complete.

• Every prospect has a clear next step.

• Post-meeting follow-up happens quickly.

• No qualified lead, relationship, or opportunity falls through the cracks.

Qualifications

• 5+ years of experience in outbound sales support, appointment setting, lead follow-up, business development, sales research, executive outreach, B2B contact management, or executive sales assistance.

• Strong experience with email, phone, LinkedIn, and CRM-based follow-up.

• Experience using Apollo.io or similar prospecting tools for research, contact identification, lead enrichment, and list building.

• Strong Salesforce proficiency, including activity logging, task management, account updates, contact updates, notes, and follow-up tracking.

• Excellent written and verbal communication skills with the ability to communicate professionally with U.S. and Global executives.

• Strong business writing skills with the ability to write clear, concise, personalized emails.

• Professional phone presence and confidence calling executives, decision-makers, referral partners, and prospects.

• Strong research skills and ability to quickly understand companies, contacts, industries, and business opportunities.

• Expert experience using LinkedIn for sales outreach, research, direct communication, and relationship development.

• Strong organization, attention to detail, ownership, and follow-through.

• Experience working directly with Executives, founders, business owners, executives, or senior sales leaders preferred.

• Proficiency in Microsoft Office, and related productivity tools.

• Familiarity with AI tools for research, writing, prospecting, and workflow efficiency preferred.

Why Join PlanITROI?

You will work directly with professional direct and very accountable CEO and Chief Strategy Officer on business development that matters. While your friends, family and significant others have a job that pays the bills, you will be helping PlanITROI create new relationships, expand its sales pipeline, grow strategic accounts, and advance our mission of Changing Lives with Affordable Technology.

Without you helping we cannot advance our mission, if you are proactive, polished, sales-driven, highly organized, and excellent at follow-up, this role gives you the opportunity to make a direct impact every week.

PlanITROI is an equal opportunity employer. We prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws

Explore more about us:

PlanITROI.com | NextraTech.com | BuyRefurbished.com

Originally posted on Himalayas

• Sales Development Representative
• B2B Sales
• Appointment Setter
• Sales Specialist

Source: Himalayas