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. \n

Responsibilities: Pipeline Generation & Prospecting Identify and research target accounts and decision-makers within financial institutions, research firms, and asset management companies Execute outbound strategies including cold calling, personalized email outreach, LinkedIn engagement, and social selling Follow up with marketing-generated leads from webinars, events, and digital campaigns Inbound Qualification: Respond promptly to inbound leads and inquiries Qualify prospects based on their business needs, timeline, budget, and authority (BANT framework) Route qualified opportunities to the appropriate Account Executive

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

Who You Are: 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

Why Join BlueMatrix? Be part of a high-growth company with global reach Work with an innovative platform serving some of the world’s leading financial institutions Hybrid work environment with a collaborative and inclusive team culture Clear path for career growth into Account Executive or Customer Success roles Competitive salary, commission, and benefits package

Benefits: Competitive compensation (based on experience) Remote work flexibility Health Benefits Generous PTO Virtual Wellness Programs Employee Referral Program

\n BlueMatrix is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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