Addepar - Business Development Representative - Institutions (NYC or Remote)

New York, NY$75k - $110k+ Equity1mo ago

In Office Mid NA Wealth Management Banking Business Development Representative Product Marketing Prospecting Gong Go Business Development Salesforce SalesLoft

Requirements

• 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. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -

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