The Role

As an Enterprise Business Development Representative you will be assisting in the adoption and expansion of our Enterprise Banks, National Wealth Managers, and Wirehouses clients. We are looking for a proven consultative Business Development Representative who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and execute strategies that help Addepar grow new annual recurring revenue and advise our enterprise clients and advisors. Work in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team and empowered, responsible to lead efforts that result in quota achievement and ARR expansion amongst a key group of accounts.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $75,000 – $118,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management and Asset Management Sector. This role is for someone who has

• Proven to be both a self starter, partnering with the client and your Addepar colleagues to expand our client engagement model.

• Expected to own and drive expansion in a key set of account relationships and also to qualified outreach to new firms.

• Craft outreach and engagement strategies based on the Addepar GTM model and your experiences

• Bring your best practices to Addepar

• Collaborate with your colleagues across Product, Engineering, Services, and more

• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations

• Engagement with the advisors, field management and home office

• Develop required client relationships and executive engagement to support long-term success

• Build pipeline by prospecting and working closely Enterprise AE’s

• Drive Revenue across existing clients and report weekly and quarterly on progress for forecasting purposes

Who You Are

• 3+ years experience in sales or the equivalent degree of expertise in a similar environment

• Genuine passion and consistent track record for building and delivering world-class client outcomes

• Proven successful experience in leading and expanding

• Excellent written and verbal communication skills

• Excellent presentation and executive engagement skills

• Strong work ethic

• A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other

• Experience and passion for driving successful client experiences

• Outcome driven mindset

• Strong communication skills

• Consultative selling approach

• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy

• Reputation for being a trusted colleague and thought partner to colleagues and clients

• Strong intellectual horsepower

• Strong technical proficiency

• Desire to both teach and learn

$35,000 — $77,500/year