Business Development Representative

Overview

In this role you drive new business opportunities for Addepar, targeting wealth management and related segments. You’ll collaborate with marketing, product, and sales teams to qualify and advance opportunities within defined territories. You’ll conduct discovery with prospects and build targeted account plans to fuel growth, all while meeting quarterly quotas. The role suits a high-energy, outbound SaaS professional who thrives in fintech and financial services environments.

Responsibilities

• Generate new business opportunities to fuel growth
• Create and prioritize strategic target account lists and attack plans
• Research and build new accounts via calls, personalized emails, and social outreach
• Conduct high-level discovery conversations and meetings with prospect accounts
• Collaborate with Go To Market teams to advance growth
• Achieve quarterly quotas of qualified opportunities created

Key requirements

• 2-3 years of outbound SaaS prospecting experience
• 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, urgency, and a company-first mentality
• Experience with Salesforce, Gong, and Salesloft is a plus

• strong work ethic
• proactive
• team player
• Salesforce
• Gong
• Salesloft

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