Business Development Officer - Centers of Influence - Remote

Overview

The Business Development Officer (BDO) at Addepar is responsible for managing and expanding relationships within Wealth Tech consulting teams at leading custodians, driving engagement and education to source referrals and shepherd them through the sales cycle.

In Short

• Drive outcomes that impact new sales and revenue targets.
• Help define and build a new function.
• Pipeline collaboration and management.
• Drive awareness about Addepar's products and services.
• Become a subject matter authority in Partners' offerings.
• Coordinate involvement of Addepar personnel to meet partner objectives.
• Ensure GTM personnel are supported in pursuing new business opportunities.
• Keep Addepar’s CRM system up to date.

Requirements

• 6+ years of Go to Market experience via software sales, partnerships or wealth management.
• Detailed knowledge of the wealth management and Wealth Tech industries.
• Strong work ethic and proactive collaboration skills.
• Excellent relationship management and communication skills.
• Experience with Salesforce or similar CRM.
• Willingness to travel between 25% - 50% of the time.

Benefits

• Competitive salary with bonus and equity opportunities.
• Flexible work environment.
• Collaborative and innovative team culture.
• Opportunities for professional growth and development.
• Comprehensive benefits package.