CPT-11119 Senior Outbound Sales Development Representative (AEC & Energy Focus)

• Conduct outbound cold calls to a curated list of senior-level IT and operations contacts provided by the client.
• Use the provided script as a baseline while adapting naturally to conversation flow.
• Engage CTOs, CIOs, IT Directors, VPs of IT, and Operations Leaders across the AEC and Energy industries.
• Open conversations professionally and confidently to secure discovery meetings.
• Maintain awareness of different U.S. time zones (Pacific, Central, Eastern) and adjust outreach timing accordingly.

• Book qualified discovery meetings directly with the business owner.
• Confirm meeting details live during the call when possible.
• Clearly identify and document the reason the prospect agreed to meet.
• Ensure all scheduled meetings are properly confirmed and accurate.

• Reconfirm all booked meetings the day before scheduled appointments.
• Ensure prospects remain engaged and aware of meeting expectations.
• Maintain professional follow-up communication where needed to reduce no-shows.

• Record a concise one-line summary per contact in a shared tracking sheet (no CRM required).
• Document call outcomes, notes, and key insights clearly and consistently.
• Provide structured visibility into daily and weekly calling activity.

5. Weekly Feedback & Market Intelligence: Provide a short weekly recap outlining:

• What messaging is working
• Common objections or patterns from prospects
• Insights from conversations with IT leaders
• Suggestions to improve outreach effectiveness

• Introduction and meeting booking only
• No technical deep dives into services
• No quoting, pricing discussions, or commitments
• No detailed solution explanation beyond a brief value statement
• Primary goal: open conversation → book meeting → hand off to business owner

The VA is expected to confidently represent the brand while keeping conversations short, professional, and focused on securing meetings.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• 4+ years of experience in B2B cold calling, outbound sales, appointment setting, or business development required.
• Proven experience engaging executive-level decision-makers (CTO, CIO, VP, Director level).
• Strong phone presence with excellent conversational English skills.
• Comfortable handling objections and gatekeepers professionally.
• Highly confident, persuasive, and relationship-driven communication style.
• Strong organizational and tracking discipline.
• Self-motivated and able to work independently with minimal supervision.
• Experience in IT consulting, infrastructure services, AEC, or Energy industries is a strong advantage.

A meeting qualifies when all of the following are met:

• Attended by a senior IT decision-maker (CTO, CIO, VP IT, IT Director, or equivalent)
• The discovery meeting is held as scheduled
• Prospect demonstrates real intent (not a casual or low-quality booking)
• Business owner confirms the meeting as valid after completion

APPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLS

• QuickTalk (or equivalent dialer with recording/transcription capability)
• Google Workspace, Microsoft Office

• Contracted Hours per Week: 10 Hours
• Scheduled Working Days: Tuesday, Wednesday, and Thursday
• Daily Working Time: Flexible within 9:00 AM – 3:00 PM CST (with autonomy over call timing across US time zones)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Flexible within 9:00 AM – 3:00 PM CST (with autonomy over call timing across US time zones)
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A–B (Fluent, conversational English with strong executive phone presence required)
• REGION PREFERENCES: Any