Executive Assistant
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
- Pipedrive
- Microsoft Office
- Google Workspace
- Email and Phone Communication Systems
- 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
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