Fintech BDR: Growth & Revenue Hunter

Addepar1; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

Addepar, a global data and AI platform for investment professionals, is seeking a Business Development Representative to join the Business Development & Sales organization. You will identify and qualify revenue opportunities across wealth management, family office, private banking, and global investment management markets.

The ideal candidate has 2–3 years in outbound SaaS prospecting, is motivated, collaborative, and comfortable working with Salesforce, Gong, and Salesloft.

Qualifications

• 2–3 years of outbound SaaS prospecting experience.
• Fintech or financial services experience is a plus.
• Knowledge of private banking or wealth management prospecting is beneficial.
• Strong work ethic, energy, and teamwork.

Responsibilities

• Generate new business opportunities to fuel Addepar’s growth.
• Create and prioritize strategic target account lists within a defined territory.
• Research and build new accounts through strategic calling, emails, and social outreach.
• Conduct high-level discovery conversations with prospect accounts.
• Collaborate with Go To Market teams to advance new business growth.
• Achieve quarterly quotas of qualified opportunities created.

Skills

Outbound SaaS prospecting

Fintech domain knowledge

Wealth management knowledge

Sales communication

Team player

Tools

Salesforce

Gong

Salesloft

Job description

Addepar, a global data and AI platform for investment professionals, is seeking a Business Development Representative to join the Business Development & Sales organization. You will identify and qualify revenue opportunities across wealth management, family office, private banking, and global investment management markets.

The ideal candidate has 2–3 years in outbound SaaS prospecting, is motivated, collaborative, and comfortable working with Salesforce, Gong, and Salesloft.