Business Development Representative
About The Position
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.
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)
Nice To Haves
- Knowledge of financial services, capital markets, or research workflows is a bonus
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.
- Meeting Booking & Sales Support 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
- Performance Tracking & Growth 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
Benefits
- Competitive Compensation (based on experience)
- Health Care Plan
- Generous Vacation/Personal Days
- Generous Referral Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
