Business Development Specialist

Responsibilities

• Build and maintain prospect lists of high-net-worth individuals, family offices, and institutional investors
• Conduct outbound outreach via email, LinkedIn, phone, WhatsApp, and referrals
• Qualify leads and book meetings for the founder
• Monitor inbound interest and buying signals to ensure prompt follow-up
• Manage and update CRM records throughout the sales process
• Research prospective investors and personalize outreach strategies
• Support capital raise initiatives and business development for managed IT services
• Assist with marketing initiatives such as webinars, white papers, and social media campaigns
• Continuously improve outreach workflows and recommend process improvements

Requirements

• Strong experience in outbound sales and business development
• Proficiency with Zoho CRM and the Zoho Suite
• Proficiency with Slack
• High level of English proficiency
• Ability to work during EST business hours

Preferred Qualifications

• Previous SDR or fundraising experience
• Experience engaging with executives, investors, or high-net-worth individuals
• Familiarity with AI tools and AI-assisted workflows
• Experience with GoHighLevel
• Warm, engaging, and personable communication style

Benefits

• Competitive monthly salary and 13th-month pay
• 12 days of Paid Time Off (PTO) and 12 paid US holidays
• Maternity and paternity leave
• Comprehensive healthcare and life insurance
• Mental health support and wellness resources
• Milestone gifts, birthday treats, and exciting team experiences

About the Company

Coconut connects founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins: clients achieve their goals, and our virtual professionals find purpose and growth in their work.