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.

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.