[Hiring] Sales Development and Executive Outreach Specialist @PlanITROI

Role Description

PlanITROI is hiring a Sales Development and Executive Outreach Specialist to work directly with our CEO and Chief Strategy Officer. This person will help drive outbound sales activity, activate executive relationships, follow up on qualified leads, and ensure new business appointments are scheduled every week.

The right person for the role is proactive, organized, persistent, professional, and comfortable communicating with U.S. executives, business owners, referral partners, and prospects. They are independent thinkers with proven experience and require minimal direction, someone who takes an assignment, follows through, and reports back without needing to be managed step by step.

You will support the CEO and CSO by helping turn relationships, introductions, qualified leads, and targeted prospects into scheduled appointments and active business opportunities.

You will use Apollo.io, Salesforce, LinkedIn, email, phone calls, and AI-enabled tools to research prospects, identify and engage B2B contacts, manage outreach, document activity, and complete follow-up.

This is a remote role, based in the USA in Eastern Standard Time.

Key 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 all active prospects, B2B contacts and accounts, and follow-up items organized and current.
• Use Apollo.io to identify, enrich, organize, and prioritize leads.
• Use Salesforce to track every call, email, LinkedIn touch, task, note, meeting outcome, and follow-up.
• 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 PlanITROI’s executive network, warm relationships, referrals, inbound leads, and lead generation team leads.
• Coordinate meeting scheduling, confirmations, reminders, and next-step communication.
• Take meeting notes when needed 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.

What Success Looks Like

• 5-10 Qualified new business appointments are scheduled every week.
• PlanITROI’s executive network is researched, organized, contacted, and followed up on.
• Qualified leads receive fast, professional follow-up.
• Salesforce is accurate, current, and complete.
• Every prospect has a clear next step.
• Post-meeting follow-up happens quickly.
• No qualified lead, relationship, or opportunity falls through the cracks.

Qualifications

• 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, executives, 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

• Comprehensive benefits package, including health insurance.
• 401(k) with company match.
• Paid time off.
• Equal Opportunity Employer valuing diversity at all levels of the organization.