Business Development Representative - Institutions

Addepar•New York, NY

2d•$75,000 - $118,000

About The Position

Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization covering the Institutional Market. Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. The Business Development Representative will help continue growing Addepar’s global presence in the institutional vertical. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

Requirements

2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
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
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Nice To Haves

Experience working with Salesforce, Gong, and Salesloft is a plus

Responsibilities

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