Business Development Representative – Key Accounts

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $75k - $110k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Business Development (BDR)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Generate new business opportunities to fuel Addepar’s growth • Create and prioritize strategic target account lists and account attack plans within a defined territory • Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms) • Conduct high level discovery conversations and meetings with prospect accounts. • Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth. • Achieve quarterly quotas of qualified opportunities created

🎯 Requirements

• 2-3 years of experience in outbound SaaS prospecting roles • Knowledge of private banking, wealth management prospecting a plus • Strong work ethic, energetic, proactive, team player • Excellent problem solving, communication, organization and time management skills • Flexibility and ability to adapt to new demands; strong sense of urgency • Assertiveness, directness, and a "company first" mentality • Experience working with Salesforce, Gong, and Salesloft is a plus

🏖️ Benefits

• Bonus • Equity • Health insurance • Professional development • Flexible work arrangements