Sales Development Specialist, Executive Outreach

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate closely with the CEO and CSO to manage, prioritize, and implement outbound sales initiatives.

• Conduct thorough research on companies, key decision-makers, executives, referral sources, and networking paths.

• Maintain an organized and up-to-date record of active prospects, B2B contacts, accounts, and follow-up tasks.

• Utilize Apollo.io to identify, enhance, organize, and prioritize potential leads.

• Leverage Salesforce to monitor calls, emails, LinkedIn interactions, tasks, notes, meeting results, and follow-ups.

• Craft and send well-crafted, personalized outbound emails.

• Conduct professional calls to arrange appointments and progress discussions.

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

• Follow up on executive networks, warm connections, referrals, inbound leads, and leads generated by the team.

• Manage the scheduling of meetings, confirmations, reminders, and subsequent communications.

• Take detailed meeting notes and ensure follow-through until the next steps are executed.

• Prepare prospect briefs, conduct account research, summarize calls, and document meeting notes.

• Track opportunities through appointment setting, post-meeting follow-up, proposal assistance, contract progression, and transitioning to Client Success.

• Collaborate with sales, marketing, lead generation, and Client Success teams to keep opportunities progressing.

• Uphold confidentiality and professionalism in dealings with executive relationships and strategic opportunities.

• Schedule 5–10 qualified new business appointments weekly.

• Ensure prompt, professional follow-up for qualified leads and that every prospect is provided with a clear next step.

⛳️ Requirements

• Over 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 background in email, phone, LinkedIn, and CRM-based follow-up.

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

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

• Exceptional written and verbal communication skills, with the ability to engage professionally with U.S. and global executives.

• Strong business writing capabilities, able to draft clear, concise, and personalized emails.

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

• Strong research abilities and the capacity to quickly grasp information about companies, contacts, industries, and business opportunities.

• Advanced proficiency in using LinkedIn for sales outreach, research, direct communication, and relationship building.

• Excellent organizational skills, attention to detail, ownership, and follow-through.

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

• Proficiency in Microsoft Office and related productivity tools.

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

🏝️ Benefits

• Health insurance.

• 401(k) with company matching contributions.

• Paid time off.

• Comprehensive benefits package.

• Opportunity to make a direct impact on a weekly basis.

• Direct collaboration with the CEO and Chief Strategy Officer.

• Remote work options.