Executive Sales Assistant to CEO - Outbound Sales, Research & Appointment Setting; LATAM

PlanITROI is hiring an Executive Sales Assistant to the CEO to work directly with our CEO, 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 every week.

The right person is proactive, organized, persistent, professional, and comfortable communicating with U.S executives, business owners, referral partners, and prospects. You must be able to research the right people, send clear emails, make professional calls, use Linked In effectively, manage follow-up, and keep Salesforce current.

This role is not for someone looking for basic administrative work. It is for someone who understands sales, relationships, urgency, research, CRM discipline, and follow-through.

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 life cycles and making affordable technology accessible to schools, families, nonprofits, businesses, and communities around the world.

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.

You 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, Linked In, email, phone calls, and AI-enabled tools to research prospects, identify and engage B2B contacts, manage outreach, document activity, and complete follow-up.

Engagement Type:
Remote - Contractor

Location:

Latin American countries within the Eastern Standard Time (EST).

• 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, Linked In touch, task, note, meeting outcome, and follow-up.
• Send polished, personalized outbound emails.
• Make professional calls to schedule appointments and advance conversations.
• Use Linked In 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 team leads.
• Coordinate meeting scheduling, confirmations, reminders, and next-step communication.
• Take meeting 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.
• This role requires travel to the United States.
• Must have a reliable, high-speed internet connection suitable for video calls, CRM work, and real-time communication

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.

• 3-5+ 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, Linked In, 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.