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BlueMatrix

Business Development Representative

BlueMatrix, New York, New York, us, 10261

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кас>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.

Key Responsibilities

Identify and research high-potential target accounts and key decision-makers across financial institutions, research firms, and asset management companies.

Drive outbound prospecting'espite' 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.

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Maintain detailed records of activities, touch points, and conversations in the CRM (e.g., Salesforce or HubSpot).

Collaborate with Account Executives and Marketing to refine messaging and optimize outreach strategies.

Performance Tracking & Growth \estrian>

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 appreh.

Qualifications

1–2 years of experience in a BDR, SDRouts 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.

$75,000 - $95,000 a year

Base salary plus generous commission opportunities for meeting or exceeding targets.

Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, and talk or hear. The employee must frequently lift and/or move up to 10 pounds. The expectation of this role is to be able to meet these requirements in a home or work office setting.

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.dim 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

Competitive Compensation (based on experience)

Health Care Plan

Generous Vacation/Personal Days

Generous Referral Program

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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