Business Development Representative
Core
Generate and qualify new business opportunities for Addepar's AI platform serving wealth management, family office, and investment management firms.
Role type
Outbound Business Development Representative
Builds
New revenue opportunities and qualified leads for the sales team
Domain
Financial technology (Fintech) and 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, cold calling, email outreach, social media prospecting, discovery conversations, quota achievement
Preferred skills
Fintech or financial services experience, private banking/wealth management prospecting knowledge, Salesforce, Gong, Salesloft
Responsibilities
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, individual contributor