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BlueMatrix

Cloud-based SaaS for investment research publishing

Enterprise Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$250k - $300k /yr

About the Job

Requirements

  • Deep knowledge of sell-side research (equities and/or fixed income), investment banking, or sales and trading.
  • Ability to engage with senior-level stakeholders, including heads of research, analysts, bankers, and traders.
  • Understanding of financial workflows and how research, data, and analytics drive decisions.
  • Enterprise SaaS sales experience focused on complex, multi-stakeholder deals.
  • Proficiency in value-based selling methodologies such as MEDDICC, Sandler, or BANT.
  • Proven ability to drive inbound and outbound sales efforts.
  • Demonstrated success closing six- and seven-figure deals.
  • Ability to navigate complex enterprise sales cycles and build trust with senior decision-makers.
  • Strong communication, storytelling, and negotiation skills.

Responsibilities

  • Identify, target, and engage new enterprise customers to drive sales.
  • Manage and close mid-to-high-value deals, navigating complex buying cycles with multiple stakeholders, including C-suite executives.
  • Conduct in-depth discovery to understand client business challenges, position solutions as strategic enablers, and deliver clear return on investment.
  • Build relationships with new clients to secure long-term partnerships and identify post-sale upsell and cross-sell opportunities.
  • Partner with internal teams, including pre-sales, customer success, and product development, to support a seamless sales process and client experience throughout the sales cycle.
  • Use customer relationship management tools such as Salesforce and Gong to manage the pipeline, forecast accurately, and track sales performance metrics.

About the Company

BlueMatrix

Cloud-based SaaS for investment research publishing

BlueMatrix provides a cloud-based platform that helps investment firms create, publish, and manage research. Its tools include BlueMatrix Creator for authoring and tracking research, plus workflow, regulatory compliance, automated distribution, and client/internal portals with readership analytics. The platform combines content creation, governance, distribution, and analytics in one SaaS ecosystem, supporting a global client base and expanding through strategic acquisitions. Its goal is to standardize and simplify investment-research publishing so firms can publish, manage, and analyze research at scale.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, New York
Founded
1999

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