Business Development Representative - Institutions
Generate and qualify new business opportunities for Addepar’s Institutional segment through outbound prospecting, account research, and discovery conversations with endowments, pensions, and asset managers.
75k – 118k
On-site2+ YOESales Development
About 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
Compensation
$75,000 - $118,000 base + bonus + equity + benefits
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