Business Development Representative
Core
Generate new business opportunities and build a pipeline for Addepar's AI-powered financial data platform across Southeast Asia and APAC.
Role type
Business Development Representative (Outbound Sales)
Builds
Sales pipeline for investment professionals and wealth management firms
Domain
Fintech / Wealth Management / Investment Technology
Deliverable
client delivery
Required skills
outbound sales, business development, prospecting, account qualification, stakeholder engagement, CRM management, strategic account planning
Preferred skills
SaaS sales, financial services experience, wealth management knowledge, Salesforce proficiency, regional languages (Mandarin, Bahasa, Japanese)
Responsibilities
Prospect and qualify new business opportunities, create and manage targeted account lists, conduct discovery conversations with key stakeholders, build account intelligence and track activity, shape outbound messaging and prospecting tactics, meet quarterly quotas for qualified opportunities
Seniority
Mid-level, individual contributor