Remote Executive Outreach & Growth Specialist

PlanITROI, LLC; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

PlanITROI is looking for a driven Sales Development and Executive Outreach Specialist to work directly with the CEO and CSO from a remote base in the USA. You will drive outbound sales activity, activate executive relationships, and convert qualified leads into scheduled appointments weekly.

You will research targets, manage outreach across email, phone, LinkedIn, and CRM, and coordinate next steps with cross-functional teams to advance opportunities.

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.

Responsibilities

• Organize, prioritize, and execute outbound sales outreach with the CEO and CSO.
• Research companies, decision-makers, executives, and referral sources.
• Keep prospects and accounts organized with current follow-ups.
• Identify and prioritize leads with Apollo.io.
• Track all activity in Salesforce including calls, emails, LinkedIn, notes, and follow-up.
• Send polished, personalized outbound emails and schedule appointments.
• Use LinkedIn for prospect research, outreach, and thought leadership support.
• Coordinate scheduling, confirmations, reminders, and next steps.
• Prepare prospect briefs, account research, and meeting notes.

Skills

Outbound sales

Executive outreach

CRM (Salesforce)

LinkedIn prospecting

Email outreach

Phone outreach

Research skills

Organization

Tools

Apollo.io

Salesforce

LinkedIn

Job description

PlanITROI is looking for a driven Sales Development and Executive Outreach Specialist to work directly with the CEO and CSO from a remote base in the USA. You will drive outbound sales activity, activate executive relationships, and convert qualified leads into scheduled appointments weekly.

You will research targets, manage outreach across email, phone, LinkedIn, and CRM, and coordinate next steps with cross-functional teams to advance opportunities.