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Addepar

Business Development Representative

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Description

  • Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization
  • Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments
  • This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments
  • 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

Benefits

  • Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
  • Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
  • Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
  • Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
  • Learning & Development Allowance: Your continued growth and development are important to us
  • Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
  • The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter
  • 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
  • Experience working with Salesforce, Gong, and Salesloft is a plus
  • Assertiveness, directness, and a “company first” mentality
  • Strong work ethic, energetic, proactive, team player!
  • Knowledge of private banking, wealth management prospecting a plus
  • Excellent problem solving, communication, organization and time management skills
  • Flexibility and ability to adapt to new demands; strong sense of urgency

Skills

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