Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Business Development Representative will be responsible for generating and qualifying revenue opportunities within assigned account territories and segments, focusing on growth in the wealth management and investment management sectors.
Responsibilities
- Generate new business opportunities to fuel Addepar’s growth
- Create and prioritize strategic target account lists and account attack plans within a defined territory
- Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
- Conduct high level discovery conversations and meetings with prospect accounts
- Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth
- Achieve quarterly quotas of qualified opportunities created
Skills
- 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success
- Strong work ethic, energetic, proactive, team player!
- Excellent problem solving, communication, organization and time management skills
- Flexibility and ability to adapt to new demands; strong sense of urgency
- Assertiveness, directness, and a 'company first' mentality
- Fintech or financial services experience a plus!
- Knowledge of private banking, wealth management prospecting a plus
- Experience working with Salesforce, Gong, and Salesloft is a plus
Company Overview