Business Development Representative

Client Success · New York City, New York
Department Client Success
Employment Type Full-time
Minimum Experience Entry-level

T-REX is on a mission to empower responsible finance. We are revolutionizing the investment lifecycle of complex assets through increased data transparency, enhanced analytical capability, and streamlined collaboration. Our solutions combine SaaS technology, big data management, and asset class expertise to foster improved investment decision-making across alternative financial markets. T-REX’s managed data service and software platform bridge the gap between asset originators and investors, eliminating manual processes and automating workflow. T-REX solutions help our clients to mitigate risk, improve efficiency and drive greater performance across their investment process.

Join T-REX as we help unlock liquidity across the financial markets, responsibly and sustainably with the transformative power of fintech.  We are looking for new team members who share our passion for innovation and our entrepreneurial, collaborative, and results-driven approach.



Business Development Representative

T-REX is seeking a BDR to work closely with sales and marketing to identify high quality opportunities within the structured financial industry.  The BDR is responsible for prospecting and qualifying opportunities, with the overarching goal of turning early stage, ‘top of funnel’ leads into qualified opportunities for the sales team.  Activities include cold call and emailing, Linked In outreach, and other activities designed to help the sales team to execute their territory plans.  


The primary responsibility of a BDR is to generate high-quality, qualified opportunities for the sales team.  

  • Generate new business leads through multiple pathways: calling, email, Linked In, and networking
  • Execute the process of qualifying these leads and converting them into qualified opportunities
  • Enhance and maintain clean CRM data for a defined territory
  • Interface directly with early stage prospects via high-level discovery conversations
  • Liaise with marketing to execute upon various campaigns

What we’re looking for

  • 2-4 years of experience in client-facing role, preferably in finance or financial technology
  • Knowledge of financial markets is a must, basic knowledge of structured finance a plus
  • A team player with an ability to work autonomously
  • Strong written and verbal communication skills with ability to manage multiple tasks simultaneously
  • Salesforce experience is a plus

What it’s like working at T-REX: 

You’re going to be challenged: Building an inter-disciplinary SaaS platform that combines deep knowledge from both the financial and technology industries isn’t easy! 

You’re going to make an impact: T-REX offers you the opportunity to have a deep impact on our growth, product and team.

You’re an asset we’re going to invest in: We believe in investing in our people so we have generous tuition reimbursement and wherever we can we promote from within.

You’re going to have fun: You’ll get to work with a team of diverse people; we’re an international team who loves everything from boardgames, Pi Day baking competitions and T-REX Trivia Nights.

T-REX - People Hiring People:

At T-REX, we are committed to equal employment opportunity regardless of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression. We are proud of our diversity and strive to reflect the society we are a part of. T-REX is a team of people who love to put in good work and have fun together.


Join us on our mission to Empower Responsible Finance and have fun doing it!

Thank You

Your application was submitted successfully.

  • Location
    New York City, New York
  • Department
    Client Success
  • Employment Type
  • Minimum Experience