Sales Development Representative

2 days ago

mexico, pampanga, Philippines VA Masters Full-time

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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.

Sales Development Representative

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Job Summary:

Key Responsibilities:

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Preferred Skills:

Why Join Us:

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Sales Development Representative

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Job Summary:

Key Responsibilities:

Mandatory Skills:

Preferred Skills:

Why Join Us:

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