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Addepar

Business Development Representative – Key Accounts

Addepar

Business Development Representative generating new business opportunities for Addepar in the wealth management industry. Collaborating with sales and marketing teams to achieve growth objectives.

Posted 7/15/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $110,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound SaaS prospecting, with a focus on generating new business opportunities and collaborating with cross-functional teams to drive growth. Proficient in account management and strategic planning within the private banking and wealth management sectors.

Highest-signal resume keywords
Outbound SaaS ProspectingAccount ManagementSalesforce ExperienceCommunication SkillsProblem Solving

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business DevelopmentStrategic Target Account ListsDiscovery ConversationsQuota AchievementAccount Attack Plans
Soft Skills
Strong Work EthicTeam PlayerFlexibilityAssertivenessTime Management
Tools & Technologies
SalesforceGongSalesloft
Industry Keywords
Private BankingWealth ManagementSaaSGo To MarketProspecting

Tech Stack

Tools & technologies
Go

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

Comp & perks
  • Bonus
  • Equity
  • Health insurance
  • Professional development
  • Flexible work arrangements