Business Development Representative engaging with North American financial institutions and energy companies. Responsible for pipeline generation and collaboration with sales representatives in Houston, TX.
Responsibilities
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
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