Portfolio (PORT) Enterprise Sales Executive - Financial Solutions

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

Job summary

Bloomberg’s PORT Enterprise Sales Executive will drive business development and sales for PORT Enterprise solutions to buy-side clients from regional firms to large asset managers in the San Francisco area.

You will build and convert pipeline, market solutions internally to Bloomberg sales teams, and develop relationships with decision makers while providing feedback to management on the portfolio analytics product set.

Responsibilities

• Generate and convert pipeline for buy-side clients in the region.
• Market products internally within Bloomberg to other Sales Teams.
• Build relationships with decision makers at client organizations.
• Provide feedback to management on the solution set.

Skills

Portfolio analytics

Consultative sales

Lead generation

Client relationships

Presentation skills

Travel availability

Job description

Location

Business Area

Sales and Client Service

Ref #

10054172

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!

We will trust you to:

• Utilize your strong product knowledge, technical skills, and market knowledge to generate revenue for Enterprise Businesses and all of Bloomberg’s buy-side solutions
• Partner with multiple stakeholders to run the enterprise sales engagements and long-term requirements
• Articulate the features and benefits of Bloomberg enterprise level products in detail, so that you can act as a partner for your customers
• Develop an in-depth knowledge of what your customers do so that you can position our products to them at various phases of an engagement to multiple partners
• Contribute innovative ideas that anticipate and address client needs
• Collaborate internally to implement and execute value-add solutions
• Participate in new projects that drive departmental and firm-wide initiatives and goals
• Seek out additional ways to make an impact, such as mentoring, involvement in training, running campaigns, and involvement in product enhancement

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, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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