BlueMatrix

About the Company

At BlueMatrix, we empower investment professionals with unique technology solutions to seamlessly author, distribute, consume, and evaluate investment research. Our clients range from leading international investment banks and wealth-management firms to independent research boutiques. BlueMatrix applications offer research productivity and compliance solutions for both sell-side and buy-side companies. The benefits of our systems include compliance oversight, company profiles, entitlements and internal readership statistics. At the company, we believe our success is contingent on maintaining close relationships with clients, allowing us to provide individually tailored solutions, and we place a premium on accountability, neutrality, and transparency. BlueMatrix is headquartered in New York City with offices located in Durham, NC; London; Edinburgh; and Timișoara, Romania. Follow BlueMatrix on Linkedin for an inside look at the company and what its like to work here.

Listed Jobs

Company Name

BlueMatrix

Job Title

Business Development Representative

Job Description

**Job Title:** Business Development Representative **Role Summary:** Front‑line sales professional responsible for sourcing, engaging, and qualifying new B2B prospects in the financial services and research sectors. Generates pipeline for Account Executives through outbound prospecting, lead follow‑up, and meeting coordination, with clear pathways to senior sales, marketing, or customer‑success roles. **Expectations:** - Meet or exceed weekly/monthly KPIs (calls, emails, meetings booked, qualified opportunities). - Maintain accurate activity logs in CRM. - Demonstrate continuous product and industry knowledge growth. - Deliver high‑quality hand‑offs to Account Executives. **Key Responsibilities:** - Identify target accounts and key decision‑makers across banks, asset managers, and research firms. - Execute outbound outreach (cold calls, personalized emails, LinkedIn/social selling). - Follow up on marketing‑generated leads (webinars, events, digital campaigns). - Qualify inbound leads using the BANT framework. - Book discovery calls and product demos for the sales team. - Record all interactions and pipeline data in Salesforce or HubSpot. - Collaborate with Account Executives and Marketing to refine messaging and outreach tactics. - Participate in training, sales meetings, and cross‑functional projects. **Required Skills:** - 1–2 years BDR/SDR or comparable B2B sales experience (SaaS/FinTech a plus). - Strong written and verbal communication. - Proven ability to conduct high‑volume cold outreach. - Self‑motivated, organized, and coachable. - Proficiency with CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach, ZoomInfo). - Familiarity with financial services, capital markets, or research workflows is a bonus. **Required Education & Certifications:** - Minimum: High school diploma or equivalent. - Preferred: Bachelor’s degree in Business, Finance, Marketing, or related field. - No specific certifications required.

London, United kingdom

Hybrid

29-01-2026

Company Name

BlueMatrix

Job Title

Enterprise Account Executive

Job Description

Job Title: Enterprise Account Executive Role Summary: Lead high-value SaaS sales within the sell‑side research, investment banking, and sales & trading verticals. Drive new business acquisition, manage complex multi‑stakeholder deals, and champion value‑based selling to secure six‑ and seven‑figure contracts. Expectations: - Deliver consistent quarterly revenue targets through a disciplined sales pipeline. - Manage end‑to‑end sales cycle from prospecting to close, ensuring high conversion rates. - Build and sustain long‑term relationships with senior decision‑makers at investment banks. - Represent the company’s solutions as strategic enablers of financial research workflows. - Collaborate with cross‑functional teams (pre‑sales, CS, product) to guarantee seamless client experience. Key Responsibilities: - Identify and target enterprise prospects in buy‑side, sell‑side research, investment banking, & sales & trading. - Conduct consultative discovery sessions to uncover business pain points and ROI opportunities. - Create and deliver persuasive proposals, demos, and ROI analyses tailored to senior stakeholders. - Negotiate and close multi‑handshake contracts, ensuring alignment with revenue, margin, and service objectives. - Upsell/cross‑sell within existing accounts, identifying growth opportunities post‑implementation. - Maintain accurate forecasting, pipeline, and activity records in Salesforce and Gong. - Share feedback with product and marketing teams to refine positioning and messaging. Required Skills: - Deep understanding of financial workflows in equities and fixed‑income research, investment banking, and trading. - Proven enterprise SaaS sales experience (6‑7‑figure deals). - Mastery of value‑based selling frameworks (MEDDICC, Sandler, BANT). - Strong communication, storytelling, negotiation, and presentation skills. - High emotional intelligence and resilience in complex, high‑stakes sales cycles. - Ability to engage C‑suite, Head of Research, Analysts, Bankers, and Traders. - Proficiency with Salesforce, Gong, and other CRM/PD tools. Required Education & Certifications: - Bachelor’s degree in Business, Finance, or a related field (MBA preferred). - Valid sales certifications (e.g., MEDDICC, Sandler, or similar) are highly desirable.

London, United kingdom

Remote

17-02-2026