Outbound Calling Specialist

Job Summary

We are an investment firm looking to acquire an established, well-run business, and we are seeking a polished Outbound Calling Specialist to start conversations with business owners. You will follow up on letters and emails we have already sent, find out whether each owner is open to a confidential discussion, and book qualified calls with our leadership team. The ideal candidate is a mature, articulate phone professional with sound judgment, a natural conversational style, and the discretion to handle sensitive conversations with care.

Key Responsibilities

• Place outbound calls to business owners from a provided list, referencing our prior letter or email outreach
• Introduce our firm professionally and ask whether the owner is open to a confidential conversation about a potential transaction
• Book 20 to 30 minute calls directly into our leadership team’s calendar for interested owners
• Schedule and manage callbacks and future follow-up dates so no opportunity is missed
• Log every call in our CRM with an accurate disposition and clear, concise notes
• Refer substantive questions to our leadership team without discussing price, valuation, or deal terms
• Handle every conversation with tact and strict confidentiality
• Learn key industry terms and talking points well enough to hold credible, natural conversations

Mandatory Skills

• Proven outbound calling experience with U.S. business owners or senior decision-makers
• Excellent spoken English with a professional, mature, and conversational phone presence
• Strong judgment and discretion when handling sensitive or confidential conversations
• Experience setting appointments and managing callbacks and follow-ups
• Comfortable logging calls, dispositions, and notes accurately in a CRM
• Quick learner who is comfortable picking up industry terminology at a working level
• Reliable internet connection and a quiet, professional calling environment
• Reliable, detail-oriented, and able to work independently
• Strong verbal and written communication skills

Preferred Skills

• Experience in M&A, business brokerage, private equity, or deal sourcing outreach
• Experience calling owners of small and mid-sized businesses
• Familiarity with CRM platforms such as HubSpot, Salesforce, or Pipedrive
• Experience booking meetings through tools such as Calendly or Google Calendar
• Background following up on direct mail or email outreach campaigns
• Exposure to regulated or specialized service industries

Why Join Us

You will be the first voice many business owners hear from our firm, and your conversations will directly shape the opportunities our team pursues. We offer a professional, supportive environment, close collaboration with experienced leaders, and real exposure to how business acquisitions come together.

Work Schedule

Monday to Firday, 6 to 8hrs per day/ Time zone: U.S. business hours, Eastern and Pacific coverage. Exact shift to be confirmed with the client.