Fintech SaaS BDR — Growth Hunter (Remote/NYC)

Blumberg Capital Company; New York (NY); On-site; USD 75,000 - 105,000; Full time

Job summary

Addepar is a global data and AI platform seeking a Business Development Representative in the New York area. The role focuses on generating and qualifying revenue opportunities within assigned territories, partnering with Sales and key stakeholders to grow opportunities in wealth management and investment management sectors.

The base salary range is $75,000–$105,000, with bonus, equity, and benefits. NYC is preferred, with remote options for dual-language speakers; compensation varies by

Qualifications

• 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
• 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

Skills

SaaS prospecting

Finance experience

Communication

Team player

Tools

Salesforce

Gong

Salesloft

Job description

Addepar is a global data and AI platform seeking a Business Development Representative in the New York area. The role focuses on generating and qualifying revenue opportunities within assigned territories, partnering with Sales and key stakeholders to grow opportunities in wealth management and investment management sectors.

The base salary range is $75,000–$105,000, with bonus, equity, and benefits. NYC is preferred, with remote options for dual-language speakers; compensation varies by