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BlueMatrix · 1 day ago

Business Development Representative

New York, NY

Full-time

Onsite

Entry Level

$75K/yr - $95K/yr

1+ years exp

BlueMatrix develops innovative web applications for investment research and internal knowledge management. The Business Development Representative will be responsible for identifying and qualifying potential clients, driving outbound prospecting efforts, and collaborating with Account Executives to create sales opportunities.

ComplianceDeveloper PlatformPublishing

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, touch points, 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

Qualification

B2B SaaS experienceCRM tools proficiencySales engagement toolsFinancial services knowledgeCold outreach comfortCommunication skillsSelf-motivatedOrganizational skills