Industry Expertise
- Deep knowledge of sell-side research (Equities and/or Fixed Income), investment banking, or sales & trading.
- Ability to engage with senior-level stakeholders (Heads of Research, Analysts, Bankers, Traders, etc.).
- Understanding of financial workflows and how research, data, and analytics drive decisions.
- Enterprise SaaS sales experience, with a focus on complex, multi-stakeholder deals.
- Proficiency in value-based selling methodologies (e.g., MEDDICC, Sandler, BANT).
- Proven ability to drive both inbound and outbound sales efforts.
- Demonstrated success in closing six- and seven-figure deals.
Personal Attributes
- High EQ – able to navigate complex enterprise sales cycles and build trust with senior decision-makers.
- Grit & resilience – thrives in a fast-paced, high-stakes environment.
- Strong communication, storytelling, and negotiation skills.
- Demonstrated excellence in anything (including the yo-yo).
Responsibilities
- New Business Development: Identify, target, and engage new enterprise customers to drive sales.
- Enterprise Sales Excellence: Manage and close mid-to-high-value deals, navigating complex buying cycles with multiple stakeholders, including C-suite executives.
- Consultative Selling: Conduct in-depth discovery to understand client business challenges, positioning our solutions as strategic enablers of success and delivering clear ROI.
- Account Growth: Build strong relationships with new clients to secure long-term partnerships and identify upsell/cross-sell opportunities post-sale.
- Collaboration: Partner with internal teams, including pre-sales, customer success, and product development, to ensure a seamless sales process and outstanding client experiences throughout the sales cycle.
- CRM/Sales Stack: Utilize CRM tools like Salesforce and Gong to manage the pipeline, forecast accurately, and track sales performance metrics.
Location Preference
- NYC area preferred (hybrid) – We see significant value in ramping up quickly and fostering a strong office presence.
Top Skills
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.
.png){kind=logo}
