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Addepar · 1 day ago

Business Development Representative

New York, NY

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $118K/yr

2+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. They are seeking a Business Development Representative to generate new business opportunities and collaborate with sales and marketing teams to fuel growth across various financial market segments.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

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

Qualification

Outbound SaaS prospectingPrivate banking knowledgeWealth management knowledgeSalesforceGongSalesloftAssertivenessCommunication skillsProblem solvingOrganization skillsTime managementTeam playerFlexibility