Business Development Representative

About Blue Matrix

Blue Matrix 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.

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.
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• 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, Linked In 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 Hub Spot)
• 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 Blue Matrix’s products, industry trends, and client challenges
• Participate in team trainings, sales meetings, and cross-functional projects to grow your skills

• 1–2 years of experience in a BDR, SDR, or sales-related role (B2B SaaS or Fin Tech 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., Hub Spot, Salesforce, Outreach, Zoom Info)
• Knowledge of financial services, capital markets, or research workflows is a bonus

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$75,000 – $95,000 a year
Base salary plus generous commission opportunities for meeting or exceeding targets. n

Blue Matrix 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.

The Blue Matrix 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 Blue Matrix 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.

• Competitive Compensation (based experience)
• Health Care Plan
• Generous Vacation/Personal Days
• Generous Referral Program