Tech Stack

Description

You will generate and qualify new business opportunities for Addepar's wealth management, family office, and investment management segments through strategic outreach and collaboration with sales and marketing teams.

Requirements

• 2-3 years of outbound SaaS prospecting experience
• Knowledge of private banking or wealth management a plus
• Strong work ethic, proactive, team player
• Excellent problem-solving, communication, and time management skills
• Experience with Salesforce, Gong, and Salesloft a plus

Responsibilities

• Generate new business opportunities to fuel growth
• Create and prioritize strategic target account lists and attack plans
• Research and build new accounts via strategic calling, emails, and social media
• Conduct high-level discovery conversations with prospects
• Collaborate with Go To Market teams to advance new business growth