Job Summary:
Some conversations need a light, discreet touch, and a polished Outbound Calling Specialist will open them for an investment firm looking to acquire an established, well-run business. You will start conversations with business owners by following up on letters and emails we have already sent, finding out whether each owner is open to a confidential discussion, and booking qualified calls with our leadership team. A mature, articulate phone professional with sound judgment, a natural conversational style, and the discretion to handle sensitive conversations with care is the ideal fit.
Key Responsibilities:
- Place outbound calls to business owners from a provided list, referencing our earlier letter or email outreach
- Introduce our firm professionally and ask whether the owner is open to a confidential conversation about a potential transaction
- Book 20 to 30 minute calls directly into our leadership team's calendar for interested owners
- Schedule and manage callbacks and future follow-up dates so no opportunity is missed
- Log every call in our CRM with an accurate disposition and clear, concise notes
- Pass substantive questions to our leadership team without discussing price, valuation, or deal terms
- Handle every conversation with tact and strict confidentiality
- Learn key industry terms and talking points well enough to hold credible, natural conversations
Mandatory Skills:
- Proven outbound calling experience with U.S. business owners or senior decision-makers
- Excellent spoken English with a professional, mature, and conversational phone presence
- Strong judgment and discretion when handling sensitive or confidential conversations
- Experience setting appointments and managing callbacks and follow-ups
- Comfortable logging calls, dispositions, and notes accurately in a CRM
- Quick learner who picks up industry terminology at a working level with ease
- Reliable internet connection and a quiet, professional calling environment
- Vigilant about detail, prompt with follow-through, and able to run your own workload
- Strong verbal and written communication skills
Preferred Skills:
- Experience in M&A, business brokerage, private equity, or deal sourcing outreach
- Experience calling owners of small and mid-sized businesses
- Familiarity with CRM platforms such as HubSpot, Salesforce, or Pipedrive
- Experience booking meetings through tools such as Calendly or Google Calendar
- Background following up on direct mail or email outreach campaigns
- Exposure to regulated or specialized service industries
Why Join Us:
Be the first voice many business owners hear from our firm, with conversations that directly shape the opportunities our team pursues. We offer a professional, supportive environment, close collaboration with experienced leaders, and real exposure to how business acquisitions come together.