Business Development Representative

Who We Are

The Role

What You’ll Do

• 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

Who You Are

• 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
• Experience working with Salesforce, Gong, and Salesloft is a plus

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
• In addition to our core values, Addepar is proud to be an equal opportunity employer.
• We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions.
• We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
• We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
• Please contact us to request accommodation.
• PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media.
• The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals.
• Please be aware that no job offers will be made from Addepar without a formal interview process.
• Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process.
• If you have any questions, please reach out to ta-operations@addepar.com.

Job Details

About The Company

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