The Enterprise Account Executive will drive new business in the investment research sector, manage complex sales cycles, and build relationships with senior stakeholders while utilizing CRM tools for tracking and forecasting.
About BlueMatrix
BlueMatrix is the go-to solutions provider in the investment research industry. Our SaaS applications are used worldwide by some of the leading investment banks to create, distribute, and present research content. We pride ourselves on having long-lasting, collaborative relationships with our user base and a reputation for going above and beyond.
About the Role
We’re looking for a high-impact Enterprise SaaS Account Executive to drive new business within the sell-side research, investment banking, and sales & trading verticals. The ideal candidate has a deep understanding of how these professionals operate, a proven track record in value-based enterprise sales, and the grit to thrive in a competitive environment.
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.
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
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