This is a fully remote position, open to applicants in New York.

📋 Description

• Identify and develop new business prospects to drive Addepar’s expansion.

• Establish and prioritize strategic target account lists and account engagement strategies within a specified territory.

• Research and cultivate new accounts through strategic outreach, including personalized emails, calls, and engagement on social media platforms.

• Conduct high-level discovery discussions and meetings with potential accounts.

• Collaborate with Go To Market teams (including marketing, sales, and product) to foster new business development.

• Meet quarterly targets for qualified opportunities generated.

⛳️ Requirements

• 2-3 years of experience in outbound SaaS prospecting roles.

• Familiarity with private banking and wealth management prospecting is advantageous.

• A strong work ethic, energetic disposition, proactive mindset, and ability to work well in a team.

• Exceptional problem-solving, communication, organizational, and time management abilities.

• Adaptability to new demands and a strong sense of urgency.

• Assertive, direct approach with a "company first" attitude.

• Experience with Salesforce, Gong, and Salesloft is a plus.

🏝️ Benefits

• Bonus

• Equity

• Health insurance

• Professional development

• Flexible work arrangements