Portfolio (PORT) Enterprise Sales Executive - Financial Solutions

Bloomberg; San Francisco (CA); On-site; USD 145,000 - 235,000; Full time

Benefits offered by this job

Health benefits

Bonus program

Paid time off

401(k) + match

Life insurance

Wellness programs

Dental

Job summary

Bloomberg in San Francisco is seeking a Portfolio Enterprise Sales Executive to drive business development and sales of PORT Enterprise portfolio management tools to buy-side clients.

You will generate and convert pipeline across the region, build strong relationships with decision makers, travel regularly, and contribute feedback to product and sales teams.

Qualifications

• Minimum of 3-5 years recent experience selling portfolio analytics solutions.
• Consultative sales skills including market research, lead generation, prospecting, business development and closing.
• Excellent sales skills to uncover gaps, position solutions and run a diverse pipeline of opportunities.
• Experience building and maintaining client relationships both externally and internally.
• Exemplary presentation, training and communication skills.
• The availability for regular travel.

Responsibilities

• Drive business development and sales process for Bloomberg’s Portfolio Management solutions to clients ranging from small regional organizations to large asset managers and owners.
• Generate and convert pipeline for these products across buy-side clients in the region you cover; market internally to other Sales teams.
• Build key relationships with decision makers at customers and provide feedback to management on the solution set.

Skills

Portfolio analytics selling

Consultative sales

Lead generation

Client relationship management

Presentation skills

Travel availability

Job description

Description & Requirements

Our Team

Bloomberg’s PORT Enterprise Solution is a comprehensive suite of portfolio management tools that delivers consistent, consolidated results across our client’s entire firm.

Bloomberg’s Portfolio & Risk Analytics (PORT) solution unifies positions, risk and performance in one place so you can more effectively balance risk and returns. With PORT Enterprise, firms can scale portfolio and risk analytics to deliver consistent, transparent insights across teams, empowering better investment decision-making firm-wide.

What's the role?

The Portfolio Enterprise Sales Executive is responsible for driving the business development and sales process for Bloomberg’s Portfolio Management solutions, to clients ranging from small regional organizations to large asset managers and owners.

As a key member of the team, you will be responsible for generating and converting pipeline for these products across buy-side clients in the region you cover. We also expect you to continue to help market these products internally within Bloomberg to other Sales teams, build key relationships with decision makers at our customers, and provide impactful feedback to management on the solution set!

You'll need to have:

• Minimum of 3-5 years recent experience of selling portfolio analytics solutions, either with a vendor or as a market practitioner
• Proven consultative sales skills, including competitive market research, lead generation, prospecting, business development and closing sales
• Excellent sales skills to uncover gaps, position solutions and run a diverse pipeline of opportunities
• Experience in building and maintaining client relationships both externally and internally
• Exemplary presentation, training and communication skills
• The availability for regular travel

We’d love to see:

• Team player attitude and collaborative style across multiple product lines and sales teams
• Proven track record running complex sales engagements
• Knowledge of order management and research workflows

Salary Range = 145,000-235,000 USD Annual+ Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include

• merit increases
• incentive compensation (exempt roles only)
• paid holidays
• paid time off
• medical
• dental
• vision
• short and long term disability benefits
• 401(k) +match
• life insurance
• various wellness programs
• among others

The Company does not provide benefits directly to contingent workers/contractors and interns.

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