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 new business opportunities and collaborate with sales and marketing teams to fuel growth across various market 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
Requirements:
- 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
- Spanish language proficiency to assist our Spanish-speaking client base
- Experience working with Salesforce, Gong, and Salesloft is a plus