Sales Development and Executive Outreach Manager

About the role

PlanITROI is seeking a proactive Sales Development and Executive Outreach Manager to work directly with the CEO and Chief Strategy Officer. The role focuses on driving outbound sales activity, activating executive relationships, and ensuring a steady flow of qualified business appointments each week.

Key responsibilities

• Organize, prioritize, and execute outbound sales outreach in partnership with the CEO and CSO.
• Research companies, decision‑makers, executives, referral sources, and relationship paths.
• Use Apollo.io to identify, enrich, organize, and prioritize leads.
• Track every call, email, LinkedIn touch, task, note, meeting outcome, and follow‑up in Salesforce.
• Send polished, personalized outbound emails and make professional calls to schedule and advance conversations.
• Leverage LinkedIn for prospect research, direct outreach, and engagement.
• Follow up on executive network, warm relationships, referrals, and lead‑generation team leads.
• Coordinate meeting scheduling, confirmations, and next‑step communication.
• Prepare prospect briefs, account research, call summaries, and meeting notes.
• Track opportunities through appointment setting, post‑meeting follow‑up, proposal support, and handoff to Client Success.
• Maintain confidentiality and professionalism with executive relationships and strategic opportunities.

Required profile

• 5+ years of experience in outbound sales support, appointment setting, lead follow‑up, business development, sales research, or executive outreach.
• Strong experience with email, phone, LinkedIn, and CRM‑based follow‑up.
• Experience using Apollo.io or similar prospecting tools for research and lead enrichment.
• Proficient in Salesforce, including activity logging, task management, and follow‑up tracking.
• Excellent written and verbal English for professional communication with U.S. and global executives.
• Professional phone presence and confidence calling executives and decision‑makers.
• Strong research skills to quickly understand companies and contacts.
• Expert use of LinkedIn for sales outreach, research, and relationship development.
• Highly organized, detail‑oriented, and able to work independently with minimal direction.
• Experience working directly with executives, founders, or senior sales leaders preferred.

Required skills

• Apollo.io
• Salesforce
• LinkedIn
• Microsoft Office
• AI tools for research and prospecting (preferred)