Business Development Representative - Spanish or Portuguese Speaking

Summary

Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The Business Development Representative will develop and qualify revenue opportunities, generate new business across financial services segments, and collaborate with sales, marketing, product, and other go-to-market teams to achieve qualified opportunity quotas.

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

• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience 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
• Knowledge of private banking, wealth management prospecting a plus
• Experience working with Salesforce, Gong, and Salesloft is a plus
• NYC preferred; will consider remote for dual language speakers (Spanish & Portuguese)

Qualifications

Must Haves

• Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
• 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience 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

Nice to Haves

• Knowledge of private banking, wealth management prospecting a plus
• Experience working with Salesforce, Gong, and Salesloft is a plus
• NYC preferred; will consider remote for dual language speakers (Spanish & Portuguese)

Benefits

• Bonus
• Equity
• Benefits