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Executive Assistant

This position is no longer accepting applications(closed Aug 16, 2026).
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




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