Outbound Call Virtual Assistant

Job Summary:
We are an investment firm looking to acquire an established, well-run business, and we invite you to step into the role of a polished Outbound Calling Specialist opening conversations with business owners. You’ll follow up on letters and emails we’ve already sent, find out whether each owner is open to a confidential discussion, and book qualified calls with our leadership team. We’re hoping to find a mature, articulate phone professional with sound judgment, a natural conversational style, and the discretion to handle sensitive conversations with care.

Key Responsibilities:

• Call business owners from a provided list, referencing our earlier 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 straight onto our leadership team’s calendar for interested owners
• Schedule and track callbacks and future follow-up dates so no opportunity is lost
• Record every call in our CRM with an accurate disposition and clear, concise notes
• Direct substantive questions to our leadership team without discussing price, valuation, or deal terms
• Treat 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 in sensitive or confidential conversations
• Experience setting appointments and managing callbacks and follow-ups
• Comfortable logging calls, dispositions, and notes accurately in a CRM
• A quick learner who is comfortable picking up industry terminology at a working level
• Reliable internet connection and a quiet, professional calling environment
• Consistent, detail-minded, and able to work on your own
• 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 with 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’ll be the first voice many business owners hear from our firm, and your conversations will shape the opportunities our team pursues. We offer a professional, supportive environment, close collaboration with experienced leaders, and a front-row view of how business acquisitions come together.