Business Development Representative - NYC
Core
Generate and qualify new business opportunities for Addepar's AI-powered investment data platform within assigned account territories.
Role type
Business Development Representative (Outbound SaaS prospecting)
Builds
New revenue opportunities for wealth management, family office, private banking, and global investment management clients
Domain
Financial services / Wealth management / Fintech
Required skills
Outbound SaaS prospecting, strategic account list creation, cold calling, personalized email outreach, social media prospecting, discovery conversations, Salesforce, Gong, Salesloft
Preferred skills
Fintech or financial services experience, private banking/wealth management prospecting knowledge
Responsibilities
Generate new business opportunities, create and prioritize strategic target account lists, research and build new accounts, conduct high-level discovery conversations, collaborate with Go-To-Market teams, achieve quarterly quotas of qualified opportunities
Seniority
Mid-level, individual contributor