Sales Development Specialist, Executive Outreach
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Job Description
Sales outreach specialist supporting PlanITROI’s sustainable IT lifecycle services through executive prospecting, CRM follow-up, and appointment setting. Working remotely with the CEO and CSO.
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 active prospects, B2B contacts, accounts, and follow-up items organized and current
- Use Apollo.io to identify, enrich, organize, and prioritize leads
- Use Salesforce to track calls, emails, LinkedIn touches, tasks, notes, meeting outcomes, and follow-ups
- 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 executive networks, warm relationships, referrals, inbound leads, and lead-generation team leads
- Coordinate meeting scheduling, confirmations, reminders, and next-step communication
- Take meeting notes 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
- Schedule 5–10 qualified new business appointments every week
- Ensure qualified leads receive fast, professional follow-up and every prospect has a clear next step
Requirements:
- 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, 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
Benefits:
- Health insurance
- 401(k) with company match
- Paid time off
- Comprehensive benefits package
- Opportunity to make a direct impact every week
- Direct work with the CEO and Chief Strategy Officer
- Remote work
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