The Role
Identify and research target accounts, conduct outbound and inbound prospecting, qualify leads using BANT, book discovery calls and demos, and create sales pipeline for Account Executives. Maintain CRM records, collaborate with Sales and Marketing, meet prospecting KPIs, and develop knowledge of BlueMatrix products and financial-services workflows.
Summary Generated by Built In
About BlueMatrix:
BlueMatrix is the market-leading platform for content creation, distribution, and compliance in the investment research industry. We support many of the world’s top banks, asset managers, and independent research providers, enabling them to publish high-quality research efficiently and securely. As we expand our reach into new markets and industries, we’re looking for a motivated and ambitious Business Development Representative to help fuel our growth.
The Role:
As a Business Development Representative (BDR), you’ll be on the front lines of our sales organization, responsible for identifying, engaging, and qualifying potential clients. You will play a critical role in creating pipeline for our Account Executives by proactively sourcing new business opportunities, responding to inbound interest, and booking high-quality meetings. This is a foundational role with clear career progression into sales, marketing, or customer success.
Responsibilities:
- Identify and research high-potential target accounts and key decision-makers across financial institutions, research firms, and asset management companies.
- Drive outbound prospecting efforts through a mix of cold calls, personalized email outreach, LinkedIn engagement, and social selling strategies.
- Proactively follow up on marketing-generated leads from webinars, events, and digital campaigns to convert interest into qualified opportunities.
- Respond promptly and professionally to inbound leads and inquiries, ensuring a seamless prospect experience.
- Qualify leads using the BANT framework (Budget, Authority, Need, and Timeline) to assess fit and readiness for engagement.
- Collaborate closely with Account Executives to route and hand off qualified opportunities, ensuring smooth transitions through the sales funnel.
- Secure and schedule discovery calls and demos for the sales team
- Maintain detailed records of activities, touchpoints, and conversations in the CRM (e.g., Salesforce or HubSpot)
- Collaborate with Account Executives and Marketing to refine messaging and optimize outreach strategies
- Meet and exceed weekly/monthly KPIs including calls, emails, meetings booked, and opportunities created
- Continuously learn about BlueMatrix’s products, industry trends, and client challenges
- Participate in team trainings, sales meetings, and cross-functional projects to grow your skills
Meeting Booking & Sales Support
Performance Tracking & Growth
Job Requirements:
- 1–2 years of experience in a BDR, SDR, or sales-related role (B2B SaaS or FinTech experience is a plus)
- Strong written and verbal communication skills
- Comfortable with cold outreach and high-volume prospecting
- Organized, self-motivated, and eager to learn
- Experience using CRM and sales engagement tools (e.g., HubSpot, Salesforce, Outreach, ZoomInfo)
- Knowledge of financial services, capital markets, or research workflows is a bonus
WHAT WE DO
BlueMatrix develops one-of-a-kind web applications for the authoring, distribution, and analysis of investment research, and for internal knowledge management and digital communications. Our mission is to streamline the publishing process on a global scale.
WHY WORK WITH US
The BlueMatrix team is made up of ambitious and passionate people who have turned technology development and client service into an art. Many have dedicated the majority of their career to growing the BlueMatrix brand and helping shape the investment research marketplace.
With locations in New York City, Durham, London, Edinburgh, and Timisoara, Romania, we collaborate across the globe for a unique perspective on the impact of technology in our industry.
You can also count on:
o Competitive Compensation (based on experience)
o Health Care Plan
o Generous Vacation/Personal Days
o Generous Referral Program
Skills Required
- 1-2 years of experience in a BDR, SDR, or sales-related role
- Strong written and verbal communication skills
- Comfort with cold outreach and high-volume prospecting
- Organized, self-motivated, and eager to learn
- Experience using CRM and sales engagement tools
- B2B SaaS or FinTech experience
- Knowledge of financial services, capital markets, or research workflows
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The Company
What We Do
At BlueMatrix, we empower investment professionals with unique technology solutions to seamlessly author, distribute, consume, and evaluate investment research. Our clients range from leading international investment banks and wealth-management firms to independent research boutiques. BlueMatrix applications offer research productivity and compliance solutions for both sell-side and buy-side companies. The benefits of our systems include compliance oversight, company profiles, entitlements and internal readership statistics. At the company, we believe our success is contingent on maintaining close relationships with clients, allowing us to provide individually tailored solutions, and we place a premium on accountability, neutrality, and transparency. BlueMatrix is headquartered in New York City with offices located in Durham, NC; London; Edinburgh; and Timișoara, Romania. Follow BlueMatrix on Linkedin for an inside look at the company and what its like to work here.
