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

- Trustworthy and able to handle confidential information

Details
Originally posted on Himalayas