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AddeparAddeparNew York, NY

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

Skills

SalesforceGongSalesloftSaas ProspectingOutbound SalesAccount ResearchLead GenerationDiscovery CallsTerritory ManagementFinancial Services
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