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
• 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