Business Development Representative

Jobtailor; New York (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

Jobtailor in New York is seeking a results-driven BDR/SDR to drive outbound prospecting and qualify leads in the B2B SaaS/FinTech space. You will research target accounts, engage decision-makers, and collaborate with Account Executives to convert opportunities into demos and meetings.

The role emphasizes CRM discipline, KPI achievement, and continuous learning about financial services trends and BlueMatrix products.

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 cold calls, personalized email outreach, LinkedIn engagement, and social selling.
• Follow up on marketing-generated leads from webinars, events, and digital campaigns.
• Respond to inbound leads and inquiries.
• Qualify leads using the BANT framework.
• Collaborate with Account Executives to route and hand off qualified opportunities.
• Secure and schedule discovery calls and demos.
• Maintain detailed CRM records of activities, touchpoints, and conversations.
• Collaborate with Account Executives and Marketing to refine messaging and optimize outreach.
• Meet and exceed KPIs including calls, emails, meetings booked, and opportunities created.
• Learn about BlueMatrix products, industry trends, and client challenges.
• Participate in team trainings, sales meetings, and cross-functional projects.

Skills

Lead Qualification

Outbound Prospecting

CRM Experience

Written Communication

Financial Services Knowledge

Tools

HubSpot

Salesforce

Outreach

ZoomInfo

Job description

• Identify and research high-potential target accounts and key decision-makers across financial institutions, research firms, and asset management companies
• Drive outbound prospecting through cold calls, personalized email outreach, LinkedIn engagement, and social selling
• Follow up on marketing-generated leads from webinars, events, and digital campaigns
• Respond to inbound leads and inquiries
• Qualify leads using the BANT framework
• Collaborate with Account Executives to route and hand off qualified opportunities
• Secure and schedule discovery calls and demos
• Maintain detailed CRM records of activities, touchpoints, and conversations
• Collaborate with Account Executives and Marketing to refine messaging and optimize outreach
• Meet and exceed KPIs including calls, emails, meetings booked, and opportunities created
• Learn about BlueMatrix products, industry trends, and client challenges
• Participate in team trainings, sales meetings, and cross-functional projects

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

Core Competencies

Demonstrates expertise in outbound prospecting, lead qualification using the BANT framework, and effective communication within the financial services sector. Proficient in utilizing CRM tools to manage sales activities and optimize outreach strategies.

Highest-signal resume keywords

• Lead Qualification Using BANT Framework
• Outbound Prospecting
• CRM Experience (HubSpot, Salesforce, Outreach, ZoomInfo)
• Strong Written And Verbal Communication Skills
• Knowledge Of Financial Services

ATS Optimization Keywords

Hard Skills

• Lead Qualification
• Cold Outreach
• High-Volume Prospecting
• Sales Engagement
• KPI Achievement

Soft Skills

• Organized
• Self-Motivated
• Eager To Learn

Industry Keywords

• Financial Institutions
• B2B SaaS
• FinTech
• Capital Markets
• Research Workflows

Tools & Technologies

• CRM Tools
• HubSpot
• Salesforce
• Outreach
• ZoomInfo