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About the role
Key responsibilities & impact- At Coconut, we connect 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.
- We're currently looking for top talent to fill the role of Business Development Specialist.
Requirements
What you’ll need- Build and maintain prospect lists of high-net-worth individuals, family offices, fund of funds, and institutional investors
- Conduct outbound outreach through email, LinkedIn, phone calls, WhatsApp, and referrals
- Qualify leads and book meetings for the founder
- Monitor inbound interest, including email opens, website visits, and other buying signals, and follow up promptly
- Manage and update CRM records throughout the sales process
- Research prospective investors and personalize outreach strategies
- Support ongoing capital raise initiatives and maintain a healthy outreach pipeline
- Assist with business development activities for Savannah Global, including outreach for managed IT services
- Help execute marketing initiatives such as webinars, white papers, social media campaigns, and advertising as processes are developed
- Continuously improve outreach workflows and recommend process improvements
- SDR or fundraising experience
- Experience engaging with executives, investors, or high-net-worth individuals
- Warm, engaging, and personable communication style
- Familiarity with AI tools and AI-assisted workflows
- Experience with GoHighLevel is a plus
- Creative problem-solver with strong decision-making skills
- Able to work East Coast business hours
- Strong written and verbal communication skills
- Proactive and capable of working independently
- Strong experience in outbound sales and business development
- Experience using Zoho CRM
- Comfortable working in Slack
- Industry/Tools Experience: Zoho CRM, Zoho Suite, Slack
Benefits
Comp & perks- Competitive Salary – We recognize your skills and experience with a great compensation package.
- 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?
- Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
- US Holidays Off – Enjoy 12 paid US holidays throughout the year.
- Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.
- Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
- Life Insurance – Our full-time HMO plan includes life insurance for extra peace of mind.
- Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.
- Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
- Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!
- Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Lead QualificationOutbound SalesBusiness DevelopmentProspect ResearchCapital Raising Support
Soft Skills
Warm Communication StyleCreative Problem-SolvingStrong Decision-MakingProactive Work EthicPersonable Engagement
