Top Benefits
About the role
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:
- Pipeline Generation & Prospecting
- Identify and research target accounts and decision-makers within financial institutions, research firms, and asset management companies
- Execute outbound strategies including cold calling, personalized email outreach, LinkedIn engagement, and social selling
- Follow up with marketing-generated leads from webinars, events, and digital campaigns
- Inbound Qualification: Respond promptly to inbound leads and inquiries
- Qualify prospects based on their business needs, timeline, budget, and authority (BANT framework)
- Route qualified opportunities to the appropriate Account Executive
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
Who You Are:
- 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
Why Join BlueMatrix?
- Be part of a high-growth company with global reach
- Work with an innovative platform serving some of the world’s leading financial institutions
- Hybrid work environment with a collaborative and inclusive team culture
- Clear path for career growth into Account Executive or Customer Success roles
- Competitive salary, commission, and benefits package
Benefits:
- Competitive compensation (based on experience)
- Remote work flexibility
- Health Benefits
- Generous PTO
- Virtual Wellness Programs
- Employee Referral Program
BlueMatrix is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About Street Context
Information moves markets. That information moves over email. Street Context is the only company in the world focused on enhancing email for the capital markets.
For the Sell Side, we provide enhanced contact and list management, email intelligence, client engagement data, and reporting tools to drive new products, revenue, and smarter conversations. Additionally, you’ll be connected to a global network of buy side firms.
For the Buy Side, we provide tools for Broker Relations teams and Investment Professionals to manage their profile, distribute updates to preferences and interests at scale, and manage their email subscriptions. Additionally, you’ll be connected to a network of 150+ Sell Side firms.
For anyone in the Capital Markets, Street Context provides a way to notify your network when you move: a seamless way to distribute an email address update to the industry.
Visit streetcontext.com to learn more.
Top Benefits
About the role
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:
- Pipeline Generation & Prospecting
- Identify and research target accounts and decision-makers within financial institutions, research firms, and asset management companies
- Execute outbound strategies including cold calling, personalized email outreach, LinkedIn engagement, and social selling
- Follow up with marketing-generated leads from webinars, events, and digital campaigns
- Inbound Qualification: Respond promptly to inbound leads and inquiries
- Qualify prospects based on their business needs, timeline, budget, and authority (BANT framework)
- Route qualified opportunities to the appropriate Account Executive
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
Who You Are:
- 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
Why Join BlueMatrix?
- Be part of a high-growth company with global reach
- Work with an innovative platform serving some of the world’s leading financial institutions
- Hybrid work environment with a collaborative and inclusive team culture
- Clear path for career growth into Account Executive or Customer Success roles
- Competitive salary, commission, and benefits package
Benefits:
- Competitive compensation (based on experience)
- Remote work flexibility
- Health Benefits
- Generous PTO
- Virtual Wellness Programs
- Employee Referral Program
BlueMatrix is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About Street Context
Information moves markets. That information moves over email. Street Context is the only company in the world focused on enhancing email for the capital markets.
For the Sell Side, we provide enhanced contact and list management, email intelligence, client engagement data, and reporting tools to drive new products, revenue, and smarter conversations. Additionally, you’ll be connected to a global network of buy side firms.
For the Buy Side, we provide tools for Broker Relations teams and Investment Professionals to manage their profile, distribute updates to preferences and interests at scale, and manage their email subscriptions. Additionally, you’ll be connected to a network of 150+ Sell Side firms.
For anyone in the Capital Markets, Street Context provides a way to notify your network when you move: a seamless way to distribute an email address update to the industry.
Visit streetcontext.com to learn more.