Business Development Representative - Key Accounts (Remote)
Core
Generate and qualify new business opportunities for a data and AI platform serving investment professionals in wealth management and private banking.
Role type
Business Development Representative (Outbound SaaS Prospecting)
Builds
New revenue opportunities for Addepar's platform in the wealth management and investment management sectors
Domain
Financial Technology (Fintech) / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
outbound SaaS prospecting, strategic account targeting, high-level discovery conversations, Salesforce, Gong, Salesloft
Preferred skills
Fintech or financial services experience, private banking/wealth management prospecting knowledge
Technologies
Salesforce, Gong, Salesloft
Responsibilities
Generate new business opportunities, create and prioritize strategic target account lists, research and build new accounts via calling/email/social media, conduct high-level discovery conversations, collaborate with Go To Market teams, achieve quarterly quotas of qualified opportunities
Seniority
Mid-level (2-3 years experience)