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Account Development Associate Jobs in Sunnyvale, CA

ServiceRocket

Associate, Business Development

Palo Alto, CA · On-site

$52K - $71K/yr

At ServiceRocket, we are committed to the development of every Rocketeer and the trust of every ... You will be an essential part of the business model focused on supporting our Account Executives ...

ServiceRocket

Associate, Business Development

Palo Alto, CA · On-site +1

$52K - $71K/yr

At ServiceRocket, we are committed to the development of every Rocketeer and the trust of every ... You will be an essential part of the business model focused on supporting our Account Executives ...

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All JobsAccount Development Associate JobsAccount Development Associate Jobs in Sunnyvale, CA

Account Development Associate information

See Sunnyvale, CA salary details

$67.5K

$78.3K

$86.9K

How much do account development associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for account development associate in Sunnyvale, CA is $78,341.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $83,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an account development associate, and why are they important?

To thrive as an Account Development Associate, you need strong communication, lead generation, and sales prospecting skills, typically supported by a bachelor's degree in business or a related field. Familiarity with CRM software such as Salesforce and proficiency in using sales automation and lead-tracking tools are essential. Outstanding interpersonal skills, resilience, and a proactive attitude help you build relationships and overcome objections. These skills and qualities are crucial for consistently generating qualified leads and contributing to the success of the sales team.

What is an account development associate?

An Account Development Associate is a sales professional responsible for identifying and qualifying potential business opportunities and leads for their company. They typically work closely with the sales and marketing teams to research prospects, initiate contact, and nurture relationships to create qualified sales opportunities. Their goal is to help drive revenue growth by building a strong pipeline of potential clients for account executives or sales managers to pursue. This role often involves a mix of phone outreach, email communication, and use of CRM tools to track interactions and progress.

What is the difference between Account Development Associate vs Sales Development Representative?

AspectAccount Development AssociateSales Development Representative
Primary FocusBuilding and nurturing existing client accounts, expanding relationshipsGenerating new leads and qualifying prospects
Required SkillsAccount management, communication, relationship-buildingProspecting, cold calling, lead qualification
Work EnvironmentClient-facing, account management teamsSales teams, outreach-focused
Common Industry UsageTech, SaaS, B2B servicesTech, SaaS, B2B sales

While both roles involve client interaction, the Account Development Associate primarily focuses on existing accounts and relationship growth, whereas the Sales Development Representative concentrates on generating new leads and initial outreach. Understanding these differences helps candidates and employers align expectations and responsibilities effectively.

How does an account development associate typically collaborate with sales and marketing teams?

As an Account Development Associate, you play a crucial role in bridging the gap between sales and marketing teams. You'll often work closely with marketing to understand current campaigns and leverage qualified leads, while partnering with sales to ensure a smooth handoff of prospects and provide feedback on lead quality. Regular communication, attending team meetings, and using shared CRM tools are common practices to align goals and strategies. This collaboration helps drive consistent messaging and increases the chances of converting leads into long-term clients.

Are account development associate positions entry-level?

Account Development Associate positions are often entry-level roles that typically require strong communication skills, basic sales or customer service experience, and a willingness to learn. Many employers provide on-the-job training, and a bachelor's degree is usually preferred but not always required.
What cities near Sunnyvale, CA are hiring for Account Development Associate jobs? Cities near Sunnyvale, CA with the most Account Development Associate job openings:
Account Development Associate jobs near you

Business Development Associate (Foster City)

Summitry

Foster City, CA • On-site

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago

Job description

Job Description
An excellent opportunity for an individual eager to break into financial services and build a career with one of the Bay Area's most respected wealth management firms. Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight. As a flagship firm of Aspen Standard Wealth, Summitry is part of a broader mission to elevate independent advisory firms across the country. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Position Description
Reports to: Tom Guinane, Principal and Business Development Manager
Benefits: Yes
Status: Full Time: M-F 8:00-5:00pm
Date: Immediately
Work environment: Flexible WFH (50%/month)
Job Summary
The Business Development Associate (BDA) is an integral member of the fast-paced, growth-focused Business Development team, supporting the Business Development Principals (BDPs). This is a high-visibility, high-impact role for someone who wants to build a career in financial services. This role is explicitly designed as a launchpad and high performers have a clear path into other roles at the firm (for example, associates for other teams). Above all, the BDA must be committed to being a key contributor to a winning team and must be both flexible and motivated to contribute to the team's success however possible.
Duties and Responsibilities
  • Prospect and Sales Meeting Preparation:
    • Develop sales materials (meeting presentation decks and prospect proposals), in collaboration with the BD principal, Financial Advisor, and Associate FA
    • Support the BDPs in coordinating meeting logistics, including delivering video-conferencing links and/or physical meeting materials.
    • Facilitate prospect meeting follow-up actions
    • Coordinate with outside referral partners to facilitate the sales process (gathers statements, account numbers, etc.)
    • Create leads in CRM and update sales opportunities as the sales cycles progress
  • Prospect & Referral Partner Engagement:
    • Make initial calls to Summitry-generated leads to qualify, build interest, and set a meeting for BDP
    • Oversee proactive outreach programs
    • Engage with Referral Partners to develop relationships and drive lead-generation
  • Reporting and Internal Systems:
    • Generate and distribute reports
    • Maintain updated models in risk analysis software and master proposal document
    • Build ad hoc sample portfolios for use in prospect meetings
    • Generate the referral partner report cards quarterly
  • BD Event Planning and other Miscellaneous:
    • Manage on-site, off-site, and virtual event planning: logistics, location, food, A/V technology, presentation (content development and final product), and event follow-up actions (post-event email campaigns, risk analysis software actions, prospective client outreach)
    • Oversee meeting logistics (book custodian branch conference rooms, handle food orders for prospect/client lunches, orchestrate all logistics of Lunch & Learns)
    • Track and report on referrals and thank you gift process for existing referral and COI relationships

Qualifications
  • Bachelor's degree required
  • 1-2 years of experience in sales support, administrator, or similar role
  • Genuine ambition to build a career in Financial Services
  • Ability to work in a high-energy environment as a team player
  • Excellent communication skills (on the phone, in writing, and in person)
  • Strong proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and CRM platforms
  • A proactive, team-first mindset with sharp attention to detail and the ability to juggle multiple priorities
  • Professional demeanor and a client-first approach
  • Work authorization: Must be authorized to work in the U.S. without sponsorship.

Nice to Have
  • Prior exposure to wealth management, financial planning, or investment advisory
  • Experience with wealth management CRMs (Salesforce or similar)
  • Comfort working with data and reporting; familiarity with risk analysis software a plus
  • Understanding of basic investment and financial planning concepts

Compensation
Total compensation includes base and bonus:
  • Base salary: $70-80K
  • Performance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics)

Health & Financial Benefits
  • Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)
  • Flexible Spending Account/Health Savings Account
  • 401(K) retirement plan and contributions
  • Comprehensive financial planning services for employees and their families
  • Fertility and family-building benefits

Professional Development
  • Firm sponsorship for certifications, designations, and continuing education (CFP®, etc.)
  • Professional development and ongoing advisor associate training

Culture & Lifestyle Perks
  • Paid sabbatical program for long-tenured employees
  • Annual company retreat where employees are invited to bring their families
  • Firm-sponsored volunteer events, paid volunteer time, and charitable matching
  • Hybrid work environment (50% in-office per month)
  • For more details: https://summitry.com/careers

Company Culture and Values
At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. (Translation: we help you live your best Bay Area life).
Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily. Our culture reflects our values in the way we treat each other:
  • CARE - we care for each other, our clients, and our community
  • GROW - we have an intrinsic desire to grow ourselves and our firm
  • DRIVE - we are fiercely driven to achieve our goals and those of our clients

While having an impressive resume is a plus, Summitry strives to find not only top talent but the "right" talent. We're proud of the culture we've built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.
Summitry welcomes candidates from all backgrounds and is an equal opportunity employer.

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