Job description

This is a remote position.

We are seeking a highly motivated and experienced remote Lead Developer and Executive Support professional for our USA-based client. This role requires a strong understanding of business development and relationship building. You will be responsible for identifying and qualifying potential clients in the financial services and wealth management industries, managing the CRM system, and coordinating appointments with the CEO. Excellent communication and organisational skills are essential for this position. The candidate will be working East Coast US hours which will be from approximately 4pm South African time for about 2-3 hours a day.

Responsibilities:

Research and Prospecting:

Conduct thorough research to identify potential business opportunities, focusing on key prospects in the financial services and wealth management industries.

Engage with prospects through various channels (email, phone, social media) to introduce the company and schedule meetings with the CEO.

Build and maintain a pipeline of future business opportunities.
Pipeline and CRM Management:

Regularly update and maintain the CRM system, capturing valuable market intelligence and tracking prospect engagement.

Ensure that all prospect interactions, meeting notes, and follow-ups are accurately recorded in the CRM for future reference and pipeline development.

Use CRM data to analyse trends, track progress, and inform strategy for future outreach efforts.
Appointment Setting and Coordination:

Schedule appointments for the CEO with qualified prospects, ensuring smooth coordination of meetings and follow-up actions.

Ensure prospects are properly nurtured before meetings are finalized, with timely reminders and pre-meeting communications.
Communication & Presentation:

Maintain a high level of professionalism in all written and verbal communications with prospects and clients.

Act as the first point of contact for prospective clients, representing the company’s values and services in a professional manner.

Clearly and confidently convey the company’s offerings and value propositions.

Requirements

Strong communication skills, both written and verbal, with the ability to build relationships and engage with high-level decision-makers.
Excellent organisational skills, with the ability to manage multiple tasks and priorities, particularly in pipeline development and CRM management.
Solid understanding of CRM systems (e.g., Salesforce, HubSpot) to track communications, market intelligence, and manage business development efforts.
Experience in financial services and/or wealth management is a significant advantage.
Technical background or a strong understanding of software development is preferred, with the ability to collaborate with technical teams and assist in business development initiatives.
Ability to work East Coast US hours, particularly in the afternoon and early evening, to align with the CEO’s schedule.
Proactive, self-motivated, and able to work independently to meet targets and deadlines.