Business Development Representative

Responsibilities

• Generate new business opportunities to fuel Addepar’s growth within the institutional market segment
• Create and prioritize strategic target account lists and account attack plans within a defined territory
• Research and build new accounts through strategic calling, personalized emails, and social media engagement
• Conduct high-level discovery conversations and meetings with prospect accounts
• Collaborate with Go-To-Market teams, including marketing, sales, and product, to advance new business growth
• Achieve quarterly quotas of qualified opportunities created

Requirements

• 2-3 years of experience in outbound SaaS prospecting roles with a proven track record of success
• Strong work ethic with an energetic, proactive, and team-oriented mindset
• Excellent problem-solving, communication, organization, and time management skills
• Ability to adapt to new demands with a strong sense of urgency and assertiveness

Preferred Qualifications

• Experience in Fintech or financial services
• Knowledge of private banking or wealth management prospecting
• Proficiency with Salesforce, Gong, and Salesloft

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Our platform integrates with hundreds of partners to power end-to-end investment operations for clients worldwide.