🛠 Tech Stack

💼 About This Role

You'll generate and qualify revenue opportunities within assigned account territories for Addepar's wealth management and investment market segments. Your core impact will be fueling growth by creating strategic target account lists and conducting high-level discovery conversations. This role stands out for its focus on Spanish-speaking clients and fintech innovation.

🎯 What You'll Do

• Generate new business opportunities through outbound prospecting
• Create and prioritize strategic target account lists
• Conduct high-level discovery conversations with prospects
• Collaborate with Go To Market teams to advance growth

📋 Requirements

• 2-3 years of outbound SaaS prospecting experience
• Proven track record of success in quota-carrying roles
• Spanish language proficiency to assist Spanish-speaking clients
• Knowledge of private banking or wealth management a plus

✨ Nice to Have

• Experience with Salesforce, Gong, and Salesloft
• Fintech or financial services experience

🎁 Benefits & Perks

• 💰 Bonus and equity included
• 🏖️ Comprehensive benefits package

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

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