Business Development Representative

Responsibilities

• Generate new business opportunities to fuel Addepar’s growth across wealth management and investment sectors
• Create and prioritize strategic target account lists and account attack plans within assigned territories
• 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 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
• Spanish language proficiency to assist our Spanish-speaking client base
• Experience working with Salesforce, Gong, and Salesloft
• Strong work ethic, energy, and a proactive, team-player mentality
• Excellent problem-solving, communication, organization, and time management skills

Preferred Qualifications

• Experience in Fintech or financial services
• Knowledge of private banking and wealth management prospecting

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.