Lead Generation & Appointment Setting Specialist (C-Level B2B)

Job Summary

We are looking for an experienced Lead Generation & Appointment Setting Specialist (C-Level B2B) to drive outbound prospecting to a sophisticated institutional audience within a regulated financial services environment. You’ll run compliant outreach via LinkedIn Sales Navigator and email, booking qualified meetings and conversations for the principal to close. The role also covers CRM build-out and management, email marketing automation, and light brand support. This is a senior position for a proactive, trustworthy partner with impeccable written English who can operate independently and contribute strategy.

Key Responsibilities

• Run outbound lead generation via LinkedIn Sales Navigator to a targeted C-level and institutional audience
• Set appointments and book qualified meetings and conversations for the principal to close
• Manage relationship-led outreach across LinkedIn and email with a careful, compliant tone
• Nurture and organize an established network of 5,000+ LinkedIn connections
• Build, structure, and manage the CRM (HubSpot or Zoho) — pipelines, stages, and clean data
• Set up and manage email marketing automations and sequences
• Provide light social media and brand support
• Draft precise, polished, compliant messaging for a high-level professional audience
• Contribute strategic input on targeting, sequencing, and messaging
• Report on outreach and pipeline activity and suggest improvements

Mandatory Skills

• Impeccable written English with a polished, professional communication style
• Proven experience in B2B lead generation and appointment setting, ideally with C-level or senior decision-makers
• Hands-on experience with LinkedIn Sales Navigator
• Sound judgment and discretion when communicating in a regulated or sensitive environment
• Strict attention to messaging accuracy and tone — ability to follow communication and compliance guidelines precisely
• Experience building and managing a CRM (HubSpot or Zoho) and structured pipelines
• Experience setting up email marketing automations
• Proactive, strategic mindset — able to contribute ideas, not just execute
• Reliable, detail-oriented, and able to work independently
• Strong communication skills

Preferred Skills

• Experience with HubSpot specifically
• Background working with financial services, investment, or other regulated industries
• Experience reaching family offices, institutional investors, or other high-level decision-makers
• Light social media management or brand support experience
• Familiarity with AI-assisted outreach tools and systems
• Ability to manage multiple priorities simultaneously

Why Join Us

This is a rare opportunity to become a long-term, trusted partner in a high-trust, relationship-driven role. You’ll have the autonomy to shape strategy, the chance to work with a sophisticated professional network, and the stability of a role built around a genuine long-term partnership. We value discretion, initiative, and people who want to grow with us over time.

Work Schedule

Monday to Friday, approx. 5 hrs/day, UK time (London, GMT/BST), some flexibility toward Asia mornings for outreach timing