Executive Assistant

Role Summary

Category: Banking

• 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.

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

Executive Assistant