Published: June 19, 2025.
Deadline for applicants: July 25, 2025.
Summary
- Bipsync is a fast-growing financial technology SaaS company with a product thoughtfully designed to optimise research management.
- Our customers include the world's leading investment management firms, including asset managers, asset owners, and investment advisors and consultants
- You will join our established Sales & Marketing teams, bringing a consultative approach to support our revenue growth objectives.
- Bipsync has a blended working policy: combining the flexibility to work from home on a periodic basis along with collaborative in-office days at our office at 25 Broadway.
- $75,000 - $100,000 On-Target Earnings. Including salary plus commission and annual bonus.
- We offer significant benefits in an exciting, friendly and flexible work environment.
- We are an equal-opportunities company that values diversity, and encourage all qualified applicants to apply. Please don't hesitate to send in your application even if you don't fully meet all the criteria.
- We are looking for authentic applications written by the candidates themselves.
About Bipsync
Bipsync is a research management software (RMS) purpose-built for investment management. We help our clients capture, structure, and leverage collective intelligence at scale. Trusted by the world's largest asset owners and asset managers, our clients use Bipsync as a system of record with customizable workflow automation to help them power their unique investment processes and drive operational excellence.
The Research Management market is worth billions of dollars, but until now has been served by old-fashioned, legacy software companies. Our modern, mobile-friendly, design-focused product quickly established a foothold and reputation, and now wins over most clients when we're up against the competition. The opportunity is massive.
We're a fast-growing business with solid investment, a proven product strategy and a lucrative target market. This brings a number of benefits, including a high level of autonomy, a tightly-knitted team, and a lack of bureaucracy. The Bipsync team is driven by creative people who want to build extraordinary products for an underserved market.
About the Role
As a BDR, you work closely and collaboratively with our Sales and Marketing teams to effectively generate and qualify opportunities. You will be in partnership with Account Executives and Demand Generation Specialist to progress opportunities through the sales pipeline.
- You are a self-starter with a positive attitude.
- You are highly organized and possess savvy business acumen.
- You are able to multi-task, prioritize, and manage time effectively.
- You have excellent verbal and written communication skills, and can effectively demonstrate Bipsync's value proposition.
- You are empathetic and have a knack for understanding what a prospect really needs and why they need it.
Responsibilities
- Partner with Sales and Marketing Revenue teams to execute targeted outbound email campaigns aligned with strategic go-to-market priorities.
- Collaborate with Demand Generation to craft personalized outreach that communicates value and resonates with our ideal client profiles.
- Support A/B testing and performance optimization of outbound messaging and email sequences.
- Track key outreach metrics (e.g. open rates, response rates, meeting conversion, etc.) and provide insights to optimize performance.
- Research and identify prospective accounts and contacts within the investment management industry.
- Collaborate closely with Sales and Marketing on building and updating target lists.
- Qualify inbound and outbound leads based on defined criteria before passing them to Sales Account Executives for demos and follow-ups.
- Maintain and update Dynamics CRM with accurate and timely information on prospects, outreach activity, and pipeline progression.
- Represent the company at industry events and client-facing meetings, as appropriate.
- Assist with RFPs and Due Diligence Questionnaires as needed.
Requirements
- 2-3 years of experience in business dev/sales in a B2B client-facing position.
- Investment management industry experience beneficial.
- Strong understanding of outbound sales tactics and tools, with a focus on email-based and LinkedIn prospecting.
- Tech-savvy; familiarity with CRM and sale engagement platforms (e.g. Dynamics, Outreach, LinkedIn Sales Navigator) is a plus.
- Excellent written and verbal communication skills with the ability to craft compelling messaging tailored to target audiences.
- Proactive, results-oriented, and comfortable working collaboratively in a dynamic team environment.
- Strong organizational skills with attention to detail and the ability to manage multiple priorities.
- Bachelors degree preferred.
Benefits
- Competitive salary with the potential for a discretionary bonus on top of the base salary.
- Medical, dental and vision insurance, plus life assurance and commuter benefits.
- Enhanced family-friendly policies.
- 401(k) Plan with Employer Matching.
- Birthday celebrations, regular lunches, events and team nights out.
- Unlimited vacation policy, flexible and remote working opportunities.
- A flexible blended working arrangement, featuring a brand new, easily-accessible office.
- Brand new equipment and a home office budget.
- Learning and development opportunities, with a clear path for progression.
Diversity and Inclusion
Bipsync are proud to be an equal opportunities employer. Our inclusive culture empowers all of us to collaborate, belong, learn and grow. We recruit and reward based on capability and performance and encourage applications from all backgrounds and communities. We're committed to having a team that is made up of diverse skills, experiences and abilities and we value the positive impact that difference has on our teams. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
The pay range for this role is:75,000 - 100,000 USD per year(New York)
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