执行助理

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

• Trustworthy and able to handle confidential information

DetailsOriginally posted on Himalayas