SaaS BDR — Fast-Track to Growth in FinTech

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

Benefits offered by this job

Competitive Compensation (based on经验)

Job summary

BlueMatrix is seeking a motivated Business Development Representative to fuel growth by identifying and qualifying opportunities in the financial sector.

You will drive outbound prospecting, respond to inbound interest, and book high-quality meetings, partnering with Account Executives while tracking activities in the CRM and hitting KPIs. Compensation includes base salary and commission, with strong career progression into sales, marketing, or customer success.

Qualifications

• 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.

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, 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

CRM proficiency

Outbound prospecting

Organized

Self-motivated

Learning mindset

Tools

HubSpot

Salesforce

Outreach

ZoomInfo

Job description

About BlueMatrix:

BlueMatrix 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.

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.

WHAT WE DO

BlueMatrix 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.

WHY WORK WITH US

The BlueMatrix 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 BlueMatrix 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.

You can also count on:

oCompetitive Compensation (based on experience)

oHealth Care Plan

oGenerous Vacation/Personal Days

oGenerous Referral Program