Business Development Representative

Role Overview

• Pipeline generation & qualification
• Research and identify target accounts across financial services, oil & gas, shipping, and related sectors in North America.
• Run outbound campaigns (email, phone, LinkedIn, events) to engage key personas such as traders, analysts, portfolio managers, risk managers, and commercial/logistics leads.
• Qualify inbound and outbound leads against clear criteria (fit, need, timing, budget, decision process) and route them appropriately.
• Support for the regional sales team
• Partner with Sales Representatives to build and maintain strong opportunity pipelines in their territories and segments.
• Schedule and prepare high‑quality discovery calls and demos, ensuring the sales team has relevant context and account insights.
• Maintain accurate and up-to-date records in the CRM, including activities, contact details, and opportunity status.
• Market and account research
• Map complex organizations, while identifying key stakeholders and decision makers across trading, analytics, risk, and operations.
• Stay on top of market trends in waterborne energy, freight, and tanker markets, and use this knowledge to tailor outreach and conversations.
• Track competitor presence and alternative solutions within accounts to position our value clearly.
• Messaging and outreach execution
• Craft targeted outreach sequences that speak to specific workflows (e.g., crude and refined product trading, LNG/LPG, freight and chartering, macro and commodities funds).
• Test and refine messaging based on response rates and feedback; share best practices with the wider go-to-market team.
• Represent the company at industry events and conferences in Houston and across North America, supporting on‑site meetings and lead capture.
• Collaboration and feedback loop
• Work closely with Marketing to align with on campaigns, target lists, and follow-up processes.
• Provide structured feedback to Sales, Product, and Marketing on prospect reactions, use cases, and objections.
• Contribute to continuous improvement of playbooks, talk tracks, and qualification frameworks for the North American market.

Requirements

• Experience in a business development, sales development, or inside sales role in B2B, ideally within energy, commodities, financial markets, or data/analytics.
• Strong familiarity with oil & gas, shipping, or energy trading markets, or financial institutions that trade or invest in energy and freight (e.g., commodity funds, banks, hedge funds, physical traders).
• Demonstrated success in outbound prospecting and pipeline generation: comfortable with high-volume, high‑volume, high‑quality outreach via email, phone, and LinkedIn.
• Ability to quickly understand and explain data and analytics products, with an interest in how waterborne energy, fleet, and freight data are used in trading and commercial decisions.
• Excellent written and verbal communication skills, with the ability to tailor messages to different seniority levels and personas.
• Strong organizational skills and attention to detail; disciplined in using CRM systems to track activities and manage pipeline.
• Self-starter mindset: comfortable working in a fast‑starter mindset: comfortable working in a fast paced, high‑growth environment, taking ownership of targets and proactively finding ways to exceed them.

Preferred:

• Experience selling or prospecting into North American financial institutions and energy companies (e.g., banks, hedge funds, commodity trading houses, oil majors, independents, midstream organisations, shipowners, charterers).
• Prior experience with sales engagement tools (e.g., sequencing, intent data, prospecting platforms) and mainstream CRM systems.
• Understanding of key concepts such as freight benchmarks, ton-mile demand, vessel tracking, and how marine flows impact trading strategies.
• Experience working closely with field sales teams and contributing to regional go-to-market strategy.

Benefits

• Stock-options in a fast-growing, high-potential business
• A vibrant and diverse workplace
• An open, collaborative, and supportive working culture built on merit, which celebrates creative thinking and “getting things done.”
• The opportunity to work with AI-driven technology in a scale-up environment with commodity trading experts
• 401k with up to 2% contributions matched by Vortexa
• Private Health Insurance offered via Blue Cross Shield
• Dental and Vision cover offered via Guardian
• Global Volunteering Policy to help you ‘do good’ and feel better