BDR for FinTech SaaS | High-Impact Pipeline & Growth

BlueMatrix; New York (NY); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive Compensation

Health Care Plan

Generous Vacation/Personal Days

Generous Referral Program

Job summary

BlueMatrix is seeking a Business Development Representative in New York to identify, engage, and qualify potential clients across financial institutions and asset management firms. You will drive outbound prospecting, respond to inbound inquiries, and schedule discovery calls and demos for the sales team.

With 1–2 years in BDR/ SDR roles, you will qualify opportunities using BANT and collaborate with Account Executives.

Qualifications

• 1-2 years 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 (HubSpot, Salesforce, Outreach, ZoomInfo).
• Knowledge of financial services, capital markets, or research workflows is a bonus.

Responsibilities

• Identify and research high-potential target accounts and key decision-makers across financial institutions, research firms, and asset management companies.
• Drive outbound prospecting 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, touchpoints, 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.

Skills

Communication skills

Cold outreach

High-volume prospecting

Organized

Self-motivated

Learn quickly

Tools

HubSpot

Salesforce

Outreach

ZoomInfo

Job description

BlueMatrix is seeking a Business Development Representative in New York to identify, engage, and qualify potential clients across financial institutions and asset management firms. You will drive outbound prospecting, respond to inbound inquiries, and schedule discovery calls and demos for the sales team.

With 1–2 years in BDR/ SDR roles, you will qualify opportunities using BANT and collaborate with Account Executives.