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.
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.
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
Job Requirements:- 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
$75,000 - $95,000 a year
Base salary plus generous commission opportunities for meeting or exceeding targets.
