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. They are seeking a high-energy, results-driven Business Development Representative to generate and qualify revenue opportunities within assigned account territories and segments.

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 (Fintech or financial services experience a plus!)
• Knowledge of private banking, wealth management prospecting a plus
• 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
• Experience working with Salesforce, Gong, and Salesloft is a plus
• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment

Benefits

• Bonus
• Equity
• Benefits

Company Overview