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.
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
BlueMatrix New York, New York, USA Office
853 Broadway, New York, New York, United States, 10003 4703
Similar Jobs
.png)
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Qualify inbound marketing leads, collaborate with Account Executives and Marketing, develop prospecting strategies, manage a sales pipeline using CRM and outreach tools, track performance metrics, test content, and meet or exceed activity and revenue goals in a high-volume environment.
Top Skills:
Linkedin Sales NavigatorOutreachSFDCZoominfo
Artificial Intelligence
Business Development Representatives prospect for new customers, manage pipelines, conduct discovery calls, deliver demos, and guide prospects through the sales cycle to close. The role emphasizes high-volume outreach, CRM accuracy, follow-up discipline, coachability, collaboration, and relationship-building with small business owners. Representatives participate in structured training, role plays, and coaching while contributing to a positive sales culture. This is a full-time, in-office position in Williamsburg, Brooklyn, designed for early-career sales professionals.
Top Skills:
AICRMGenerative AiShopify
Artificial Intelligence
Prospect home service business owners through calls, email, and other outreach; conduct discovery conversations, demonstrate Topline Pro, manage a sales pipeline, and progress opportunities through close. The role includes structured coaching, role plays, call reviews, CRM usage, and sales training. Candidates should be coachable, resilient, curious, competitive, communicative, hardworking, adaptable, and ownership-oriented. Previous sales experience is helpful but not required.
Top Skills:
CRMGenerative AiShopify
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
