Business Development Officer - Centers of Influence
Skills
- Strong relationship management and problem-solving skills.
- Excellent communication abilities, both oral and written.
- Organizational and collaborative skills to drive cross-functional work.
- Experience with Salesforce or similar CRM platforms.
- Proactive and upbeat work ethic with a company-first mentality.
Responsibilities
- Drive outcomes impacting new sales and revenue targets through referrals from Custodians.
- Define and build new function processes and protocols for scaling across multiple Business Development Officers.
- Manage and collaborate on Custodian business development pipelines to uncover and shepherd new sales opportunities.
- Proactively increase awareness of Addepar's products and services via demos and educational sessions.
- Become a subject matter expert on partner offerings to effectively support new business opportunities.
- Coordinate internal Addepar teams to meet partner objectives and provide seamless client experiences.
- Enable go-to-market personnel to maximize partner engagements for new business.
- Maintain and update CRM systems and leverage analytics for insights sharing.
Education
- Bachelor’s degree or equivalent experience preferred.
Benefits
- Competitive base salary plus bonus and equity.
- Comprehensive benefits package.
- Opportunities for professional growth in a leading Wealth Tech company.
- Flexible/remote work model with global team interaction.
- Travel opportunities for industry events and client meetings.
Average salary estimate
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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.
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