Institutional Growth BDR – Fintech SaaS

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

Job summary

Addepar is seeking a high-energy Business Development Representative to fuel growth in the Institutional market. You will generate new opportunities, build targeted account lists, and reach out via personalized emails and social channels.

You’ll collaborate with marketing, product, and sales to advance opportunities and hit quarterly quotas. The ideal candidate has 2–3 years of outbound SaaS prospecting experience, preferably in Fintech or financial services, with knowledge of private banking or

Qualifications

• 2-3 years of outbound SaaS prospecting experience, ideally in Fintech or financial services.
• Knowledge of private banking or wealth management is a plus.
• Experience with Salesforce, Gong or Salesloft is advantageous.
• Strong work ethic, communication and time management skills.

Responsibilities

• Generate new business opportunities to fuel Addepar’s growth.
• Create strategic target account lists and attack plans within a defined territory.
• Research and build new accounts through personalized outreach and social engagement.
• Conduct high-level discovery meetings with prospect accounts and qualify opportunities.

Skills

Outbound SaaS prospecting

Fintech experience

Salesforce/Gong/Salesloft

Communication skills

Time management

Tools

Salesforce

Gong

Salesloft

Job description

Addepar is seeking a high-energy Business Development Representative to fuel growth in the Institutional market. You will generate new opportunities, build targeted account lists, and reach out via personalized emails and social channels.

You’ll collaborate with marketing, product, and sales to advance opportunities and hit quarterly quotas. The ideal candidate has 2–3 years of outbound SaaS prospecting experience, preferably in Fintech or financial services, with knowledge of private banking or