Addepar is a leading provider of technology for the wealth management industry.
Business Development Representative – Key Accounts
Location
New York
Posted
9 days ago
Salary
$75K - $110K / year
Seniority
Mid Level
Job Description
Business Development Representative – Key Accounts
Addepar
• 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
Job Requirements
- 2-3 years of experience in outbound SaaS prospecting roles
- 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
Benefits
- Bonus
- Equity
- Health insurance
- Professional development
- Flexible work arrangements
Related Guides
Related Categories
Related Job Pages
More Business Development Rep Jobs
• Employ a consultative selling approach that focuses on building a long–term, value-based relationship with new customers and successfully navigate different levels of decision making in the customer organization to maintain and build business. • New Customer Acquisition: Identify customers that are a good match to the business, carry out needs creation through detailed engagement with identified customers, lead the new customer acquisition across various internal functions including R&D, sourcing, quality, etc. • Grow and expand existing accounts by identifying opportunities for additional services and solutions that meet customer needs. • Leverage sales support resources to formulate a winning solution and articulate value propositions. • Generate/Maintain/Deliver reports and opportunity status using our customer relationship management system. Be the eyes and ears of the industry to the company and provide intelligence on customers, competitors and market trends. • Negotiate project, software and service agreements at C- suite level. • Travel 50% of the time.
Business Development & Sales Manager – Central & Eastern Europe
Stark & StarkFull-service law firm supporting businesses and individuals.
• Drive international growth for STARK’s Unmanned Systems across land, air and sea • Identify, pursue, and secure new business opportunities in the defence sector • Develop and implement market entry strategies for Poland and the Baltics • Collaborate with internal teams to align solutions with customer needs • Build and maintain relationships with key stakeholders • Develop compelling bids and proposals for contracts • Represent STARK at international industry events and trade shows
Business Development Representative – PropTech
Huzzle.comThe human intelligence platform for training and evaluating AI
• Own the end-to-end outbound sales cycle, including cold calling, personalized emailing, and social selling. • Identify and qualify high-value leads within the UK residential property sector. • Book high-quality discovery calls and, as you progress, take ownership of product demos. • Work closely with leadership to refine the sales playbook and go-to-market strategy. • Manage and track all activity within the CRM to ensure a clean and scalable pipeline. • Scale into a full-cycle role, eventually responsible for closing deals and hitting revenue targets.
• Develop pipeline of opportunities to achieve sales targets but overcoming customer obstacles and communicating well internally. • Manage salesforce process and pipeline for respective assigned area. • Manage existing accounts effectively and strategically to increase revenue and strengthen the overall relationship. • Evaluate opportunities in cooperation with production department, formulate proposals, negotiate and close contracts. Handle clients’ on-site visits and due diligence process. • Account Management: Ensure after-sales coordination: hold regular calls or meetings with clients to monitor satisfaction and anticipate on their needs. • Responsible for the appropriate use of communication and sales systems and processes to ensure timely, accurate and appropriate reporting and forecasting. • Overcome competitive threats. • Represent Virtuos at key industry events. • Work with the Director of Business Development (Europe) to better facilitate cross-region communication & collaboration. Spearhead efforts to establish standardized channel, cadence, and methodology for routine updates across geographies. • Work with the Director of Business Development (Europe) to establish a greater network of non-profit/charitable organization contacts. Evaluate how Virtuos can play a more supportive role of charitable organizations within Europe.




