🛠 Tech Stack

💼 About This Role

You'll generate new business opportunities for Addepar's wealth management and investment management clients. You'll partner with Sales to qualify leads and achieve quarterly quotas. This role is an entry point into fintech sales with high growth potential.

🎯 What You'll Do

• Generate new business opportunities to fuel growth
• Create and prioritize strategic target account lists
• Research and build new and existing accounts
• Conduct high-level discovery conversations with prospects

📋 Requirements

• 1-3 years of outbound SaaS prospecting experience
• Knowledge of private banking or wealth management
• Strong work ethic and proactive attitude
• Excellent communication and time management skills

✨ Nice to Have

• Professional fluency in French, German, or Spanish
• Experience with Salesforce and Salesforce Engage

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 🏥 Health insurance
• 📈 Equity
• 💻 Remote work options
• 📚 Learning and development opportunities

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Sales Role Play· 60 min