Sales Development and Executive Outreach Specialist

About the role

The Sales Development and Executive Outreach Specialist works directly with PlanITROI’s CEO and Chief Strategy Officer to drive outbound sales activity, activate executive relationships, and schedule new‑business appointments each week. This remote position supports turning introductions and qualified leads into active opportunities.

Key responsibilities

• Organize, prioritize, and execute outbound outreach on behalf of the CEO and CSO.
• Research companies, decision‑makers, and referral sources using Apollo.io and LinkedIn.
• Maintain up‑to‑date prospect and account information in Salesforce, logging every call, email, and task.
• Craft and send polished, personalized outbound emails and make professional phone calls to schedule appointments.
• Use LinkedIn for prospect research, direct outreach, and thought‑leadership support.
• Follow up on warm executive relationships, referrals, inbound leads, and lead‑generation team leads.
• Coordinate meeting scheduling, confirmations, reminders, and post‑meeting follow‑up.
• Prepare prospect briefs, call summaries, and meeting notes; track opportunities through proposal support and handoff to Client Success.

Required profile

• 5+ years of experience in outbound sales support, appointment setting, lead follow‑up, or executive outreach.
• Proven ability to communicate professionally with U.S. and global executives via email, phone, and LinkedIn.
• Strong organizational skills with attention to detail and ownership of follow‑through.
• Experience working directly with senior leaders such as CEOs, founders, or senior sales executives.
• Familiarity with AI‑enabled tools for research, writing, and workflow efficiency is preferred.

Required skills

• Apollo.io (or similar prospecting platform)
• Salesforce CRM
• LinkedIn for sales outreach
• Microsoft Office suite
• AI tools for research and writing

What we offer

• Opportunity to work directly with the CEO and CSO on high‑impact business development.
• Comprehensive benefits package including health insurance, 401(k) with company match, and paid time off.
• Remote work arrangement based in LATAM (Eastern Standard Time).
• Direct contribution to PlanITROI’s mission of changing lives with affordable technology.