PlanITROI is hiring a Sales Development and Executive Outreach Manager to work directly with our CEO/Founder and our Chief Strategy Officer . This person will help drive outbound sales activity, activate executive relationships, follow up on qualified leads, and make sure new business appointments are scheduled weekly.

The right person for the role is proactive, organized, persistent, professional, and comfortable communicating with U.S. executives, business owners, referral partners, and prospects. We are seeking independent thinkers with proven experience who require minimal direction; someone who takes an assignment, follows up and follows through, and reports back without needing to be managed step by step.

This role is not for someone looking for basic administrative work. It is for someone who understands business development, sales, relationship building, research, and CRM discipline.

Engagement Type: Remote - Contractor

Location: Colombia

About PlanITROI

At PlanITROI, we believe technology should create opportunities, not waste. Through industry-leading IT Asset Disposition (ITAD), refurbishment, repair, redeployment, and resale services, we help organizations maximize the value of their technology investments while extending device lifecycles and making affordable technology accessible to schools, families, nonprofits, businesses, and communities globally.

Our mission is simple: Change Lives with Affordable Technology while helping organizations maximize the value of their retired IT assets.

As we continue to grow, we are investing in relationship-driven sales, executive outreach, strategic partnerships, and new customer acquisition.

Role Overview The Sales Development and Executive Outreach Manager will support the CEO and CSO by helping turn relationships, introductions, qualified leads, and targeted prospects into scheduled appointments and active business opportunities.

You will use Apollo.io, Salesforce, LinkedIn, email, phone calls, and AI-enabled tools to research prospects, identify and engage B2B contacts, manage outreach, follow up, and document activity.

You will work with:

The PlanITROI key contacts within their professional network. Executives, owners, decision-makers, referral partners, B2B strategic contacts. Warm introductions, existing relationships, and qualified leads from the lead generation team. Target accounts identified through research and outbound sales campaigns.

Your responsibility is to keep opportunities moving from outreach to appointment, from meeting to the next step, and from the next step to signed agreement or the proper transition to the Client Success Team.

Key Responsibilities





- Work directly with the CEO and CSO to organize, prioritize, and execute outbound sales outreach.
- Research companies, decision-makers, executives, referral sources, and relationship paths.
- Keep all active prospects, B2B contacts and accounts, and follow-up items organized and current.
- Use Apollo.io to identify, enrich, organize, and prioritize leads.
- Use Salesforce to track every call, email, LinkedIn touch, task, note, meeting outcome, and follow-up.
- Send polished, personalized outbound emails.
- Make professional calls to schedule appointments and advance conversations.
- Use LinkedIn for prospect research, direct outreach, engagement, and thought leadership support.
- Follow up on PlanITROI’ s executive network, warm relationships, referrals, inbound leads, and lead generation leads.
- Coordinate meeting scheduling, confirmations, reminders, and next-step communication.
- Take notes when needed and follow through until next steps are completed.
- Prepare prospect briefs, account research, call summaries, and meeting notes.
- Track opportunities through appointment setting, post-meeting follow-up, proposal support, contract progress, and handoff to Client Success.
- Partner with sales, marketing, lead generation, and Client Success to keep opportunities moving.
- Maintain confidentiality and professionalism with executive relationships and strategic opportunities.
- Ability to travel to the United States may be needed.
- Must have a reliable, high-speed internet connection suitable for video calls, CRM work, and real-time communication.

What Success Looks Like Success in this role is simple and measurable:

- 5-10 Qualified new business appointments are scheduled every week.
- PlanITROI’ s executive network is researched, organized, contacted, and followed up on.
- Qualified leads receive fast, professional follow-up.
- Salesforce is accurate, current, and complete.
- Every prospect has a clear next step.
- Post-meeting follow-up happens quickly.
- No qualified lead, relationship, or opportunity falls through the cracks.

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 English 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, or senior sales leaders.
- Proficiency in Microsoft Office and related productivity tools.
- Familiarity with AI tools for research, writing, prospecting, and workflow efficiency preferred.

The Right Person

- Confidently represents the CEO and CSO in external meetings, presentations, and stakeholder communications.
- Skilled at engaging U.S. and general executives with polish, clarity, and confidence.
- Knows how to move sales opportunities and B2B relationships forward.
- Takes ownership and proactively thinks ahead and takes initiative.
- Demonstrates strong technical fluency and a proactive approach to leveraging AI.
- Is confident using Apollo.io, Salesforce, LinkedIn, email, and phone.
- Is disciplined with notes, tasks, CRM updates, and follow-up.
- Follows up consistently and appropriately, without crossing into pressure.
- Understands the job is not finished when the meeting is booked.

Why Join PlanITROI? You will work directly with a professional, direct, and highly accountable CEO and Chief Strategy Officer on business development that matters. While your friends, family, and significant others have jobs that pay the bills, you will help PlanITROI create new relationships, expand its sales pipeline, grow strategic accounts, and advance our mission of Changing Lives with Affordable Technology. We need your help to advance our mission. If you are proactive, polished, sales-driven, highly organized, and excellent at follow-up, this role allows you to make a direct impact every week.

Explore more about us:

PlanITROI.com | NextraTech.com | BuyRefurbished.com

📌 Sales Development and Executive Outreach Manager (Colombia)
🏢 PlanITROI
📍 Colombia