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

DetailsOriginally posted on Himalayas