Business Development Representative - Spanish Speaking
Core
Generate and qualify new business opportunities for Addepar's AI-powered investment data platform within assigned account territories.
Role type
Business Development Representative (BDR)
Builds
New revenue opportunities for wealth management, family office, private banking, and global investment management clients
Domain
Financial Technology (Fintech) / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
outbound SaaS prospecting, strategic account list creation, discovery conversations, Salesforce, Gong, Salesloft
Preferred skills
Fintech or financial services experience, private banking/wealth management prospecting knowledge
Responsibilities
Create and prioritize strategic target account lists, research and build new accounts via calls/emails/social media, conduct high-level discovery meetings, achieve quarterly quotas of qualified opportunities
Seniority
Mid-level, hands-on IC