Business Development Representative

Job Description

Addepar, a global technology and data company, is seeking a high-energy and results-driven Business Development Representative to join its Business Development & Sales organization. This role involves strategically developing and qualifying revenue opportunities within assigned account territories and segments, focusing on the wealth management, family office, private banking, and global investment management market segments.Addepar is looking for someone passionate about finance and disruptive technology, with a keen eye for business and natural sales instincts. The ideal candidate will be an eager, highly motivated, and tenacious self-starter.What This Role Involves:

• Generating new business opportunities to fuel Addepar’s growth.
• Creating and prioritizing strategic target account lists and account attack plans within a defined territory.
• Researching and building new accounts through strategic calling, personalized emails, and social media.
• Conducting high-level discovery conversations and meetings with prospect accounts.
• Collaborating with Go To Market teams to advance new business growth.
• Achieving quarterly quotas of qualified opportunities created.

Requirements:

• 2-3 years of experience in outbound SaaS prospecting roles with a proven track record of success (Fintech or financial services experience a plus).
• Knowledge of private banking and wealth management prospecting is a plus.
• Strong work ethic, energetic, proactive, and a 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.

What Addepar Offers:

• Base salary range of $75,000 - $118,000 (depending on location).
• Bonus.
• Equity.
• Benefits.