Business Development Representative

Addepar
London
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 2-3 yearsSkills: ["Communication","Organization","Time management","Problem-solving","Tenacity"]

Develop and qualify revenue opportunities for Addepar’s assigned territories and segments, driving new business growth through strategic prospecting, account research, and outbound outreach. Lead discovery conversations with prospective clients, build account attack plans, and collaborate with Go-To-Market teams (marketing, sales, product) to advance opportunities. Own the process from targeted prospecting to achieving quarterly quotas of qualified opportunities.

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Addepar
Addepar
1 day ago

Business Development Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Develop and qualify revenue opportunities for Addepar’s assigned territories and segments, driving new business growth through strategic prospecting, account research, and outbound outreach. Lead discovery conversations with prospective clients, build account attack plans, and collaborate with Go-To-Market teams (marketing, sales, product) to advance opportunities. Own the process from targeted prospecting to achieving quarterly quotas of qualified opportunities.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key 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 through strategic calling, personalized emails, and outreach via social media.
  • •Conduct high-level discovery conversations and meetings with prospect accounts.
  • •Collaborate with Go-To-Market teams (marketing, sales, product) and achieve quarterly quotas of qualified opportunities created.

Key Requirements

  • •2-3 years of experience in outbound SaaS prospecting roles with a proven track record of success.
  • •Fintech or financial services experience is a plus.
  • •Knowledge of private banking and/or wealth management prospecting is a plus.
  • •Strong problem-solving, communication, organization, and time management skills.
  • •Experience working with Salesforce, Gong, and Salesloft is a plus.
Experience:2-3 yearsSaaSFintechFinancial servicesPrivate bankingWealth management
Skills:CommunicationOrganizationTime managementProblem-solvingTenacity
Languages:English
Tech Stack:SalesforceGongSalesloft

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn