Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio (PORT) Enterprise Sales Executive - Financial Solutions

Bloomberg LP

Portfolio Enterprise Sales Executive

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
Bloomberg LP
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio (PORT) Enterprise Sales Executive - Financial Solutions in San Francisco, CA vacancy
  • $253.12k - $316.4k

     ...Enterprise Client Sales Executive Brex is the intelligent finance platform that...  ...Executive, you'll own a portfolio of high-value accounts within...  ...with Customer Success, Solutions Consultants, Underwriting...  ...experience in SaaS, payments, or financial technology Proven... 
    Financial
    Work at office
    Remote work
    Work from home
    3 days per week

    Brex

    San Francisco, CA
    2 days ago
  •  ...Senior Solution Sales Executive - Finance & Supply Chain Solutions ServiceNow empowers organizations...  ...sales role will partner with enterprise sales teams to identify opportunities...  ...~ Domain expertise in procurement, financial operations, contract management, or legal... 
    Financial
    Contract work
    Work experience placement

    ServiceNow

    San Francisco, CA
    5 days ago
  • $200k - $300k

     ...one of EPAM’s largest enterprise technology clients....  ...partner with C-suite executives to shape digital transformation...  ...EPAM’s full service portfolio. You’ll bring a...  ..., engineering and solutioning—creation of clarity in...  ...way Solid grasp of financial and commercial drivers... 
    Financial
    Temporary work
    H1b
    Remote work
    Flexible hours
    Shift work
    Early shift

    EPAM Systems Inc

    San Francisco, CA
    3 days ago
  • $136k - $202.38k

     ...Senior Sales Executive- Strategic Solutions Ready to take your career global? Make your mark at one of...  ...role, you'll own expansion within key enterprise accounts, delivering strategic...  ...sales within payments, fintech or financial services Proven track record of... 
    Financial
    Full time
    3 days per week

    Worldpay

    San Francisco, CA
    4 days ago
  •  ...Enterprise Sales Executive Higher Education (Remote, US) GEGI develops a reliable, flexible, and affordable...  ...manage Admissions, Compliance, Financial Aid, Accounting, Placement, and other...  ...needs and recommend appropriate GEGI solutions. Build long-term relationships with... 
    Financial
    Remote job
    Base plus commission
    Flexible hours

    Salesfolks

    San Francisco, CA
    2 days ago
  • $118k - $171k

     ...Field Sales Representative III, Enterprise Growth, Google Cloud Advanced Experience...  ...selling to executives, asking insightful, visionary...  ...Experience with business and financial acumen (e.g., profit...  ...them with Google Cloud's portfolio of solutions. You will lead the... 
    Financial

    Google

    San Francisco, CA
    5 days ago
  • Job Overview The Enterprise Solution Consultants will partner with clients...  ..., you'll collaborate with sales teams and internal experts...  ...value for our North American Financial Services clients. A...  ...relationships with senior executives and collaborate with our teams... 
    Financial
    Bi-weekly pay
    Full time
    Remote work

    Apexcaretalentsolutions

    San Francisco, CA
    2 days ago
  •  ...AI Sales Representative Elevate the Future of...  ...TransPerfect is the leading solution provider of AI,...  ...how the world's largest enterprises process, train, and deploy...  ...perspectives Be financially responsible and make sound...  ...stakeholders and executive leadership. Entrepreneurial... 
    Financial

    TransPerfect

    San Francisco, CA
    3 days ago
  •  ...Within Enterprise Account Executive Within is seeking an Enterprise...  ...across Software, Financial Services, Retail, Industrial...  ...executive-level sales cycles, and...  ...contract, partnering with Solutions Consultants, Marketing...  ..., PE firms, or portfolio companies that can be... 
    Financial
    Contract work
    Work at office
    Local area
    Relocation package

    Within

    San Francisco, CA
    3 days ago
  •  ...Business Group Mid-Market Sales Executive The AWS Practice...  ...the world's largest enterprises on the path to native...  ...enterprise-grade solutions accessible, scalable,...  ...confidence. The Mid-market portfolio spans repeatable,...  ...following industries: Financial Services, Resources,... 
    Financial
    Work experience placement
    Work at office
    Local area

    Accenture

    San Francisco, CA
    2 days ago
  •  ...internationalization partner for every enterprise developing or adopting Artificial Intelligence Solutions across the globe. We’re...  ...data Oversee account financials including revenue, profit, invoicing...  ...meeting and exceeding annual sales quota. Experience managing... 
    Financial
    Full time

    TransPerfect

    San Francisco, CA
    more than 2 months ago
  • $150k - $200k

     ...Enterprise Customer Success Manager San Francisco...  ...obsession, executional excellence,...  ...Highnote, you own a portfolio of existing customers...  ...support across Sales, Product, Engineering...  ...key verticals, solutions, and payments to...  ...in payments, financial services, or fintech... 
    Financial
    Work at office
    Local area
    Home office
    Flexible hours

    Highnote

    San Francisco, CA
    2 days ago
  •  ...Description Job Description Job Title: Enterprise Program Integration Lead / Portfolio Manager (Location : Bay Area )...  ...and technology stakeholders Executive Reporting & Insights...  ...Regards Bhanu Prakash DeltaSoft Solutions ****@*****.***... 
    Local area
    Shift work

    DELTASOFT SOLUTIONS LLC

    San Francisco, CA
    a month ago
  •  ...Portfolio Sales Specialist Surgery Products Location: Field-based /...  ...upgrades, and deliver value-based solutions that support improved...  ...opportunities. Develop and execute account-specific portfolio upgrade...  ...clinical, operational, and financial value. Provide post-sale... 
    Financial

    IQVIA Holdings

    San Francisco, CA
    22 hours ago
  • $100k

     ...production. Our enterprise accounts are scaling...  ...to own the post-sale relationship with...  ...the person these executives call when they...  ...'ll Do • Own a portfolio of enterprise accounts...  ..., healthcare, or financial services •...  ...• Background in solutions consulting or technical... 
    Financial
    Contract work

    Phonely Ltd

    San Francisco, CA
    8 hours ago
  • About the job Dynamic 365 Solution Sales Specialist ITC Technologies is accelerating growth in...  ...outcomes for our customers in the enterprise customer segment. EXPERIENCE: 5+ years...  ...make complex contractual, technical, and financial details sound simple. Travel - Must be... 
    Financial
    Contract work
    Worldwide

    ITC WORLDWIDE

    San Francisco, CA
    5 days ago
  • $108k - $250k

     ...IT Sales/Managed Services Sr Sales Executive - Healthcare Payer (Remote CA)...  ...Technology and Digital Solutions sales and...  ...across a comprehensive portfolio of consulting, applications...  ...of business, financials, service offerings...  ...selling into enterprise Healthcare Payer clients... 
    Financial
    Remote job
    Temporary work
    Work at office
    Flexible hours

    NTT DATA

    San Francisco, CA
    4 days ago
  • $143.2k - $238.8k

     ...LSEG Workspace Platform Sales Manager To sell the...  ..., and back office of financial and corporate...  ...Proactively work to develop and execute sales strategies for...  ...and drive large scale enterprise-wide renewals and new...  ...financial Data Desktop solutions. Prior Account Management... 
    Financial
    Part time
    Internship

    London Stock Exchange Group

    San Francisco, CA
    5 days ago
  •  ...efficiently manage and execute large-scale projects....  ...entrepreneurial 1099 Independent Sales Consultant to grow our...  ...and sell EV charging solutions, including hardware,...  ...to your existing portfolio if you’re already a...  ...product category. #J-18808-Ljbffr Valid8 Financial, Inc.
    Financial
    Contract work
    For contractors
    Remote work

    Valid8 Financial, Inc.

    San Francisco, CA
    5 days ago
  • $207k - $258k

     ...from startups to enterprises— including DoorDash...  ...your career. Sales at Brex Sales...  ...Manager, you’ll own a portfolio of high-value...  ...developing and executing strategies to mitigate...  ...Success, Solutions Consultants, Underwriting...  ..., payments, or financial technology ~... 
    Financial
    Work at office
    Remote work
    Work from home
    3 days per week

    SupportFinity

    San Francisco, CA
    1 day ago
  •  ...About Stripe Stripe is a financial infrastructure platform for...  ...companies—from the world’s largest enterprises to the most ambitious...  ...working across disciplines: part solution developer, part data...  ...for the broader Finance AI portfolio. Who you are Minimum requirements... 
    Financial

    Triwill Group

    San Francisco, CA
    3 days ago
  • $145.1k - $273.2k

     ...consumers, merchants, financial institutions and...  ...and Security Solutions (RAS). This role...  ...intersection of enterprise risk management,...  ...advisor to senior executives, you will influence...  ...posture across a portfolio of market-leading...  ...include potential sales incentive... 
    Financial
    Work at office
    Local area

    VISA

    San Francisco, CA
    14 days ago
  •  ...Account Executive - Enterprise Net-New HighRadius is always looking...  ...our Enterprise Net-New sales team! In this role, you...  ...how our AI-powered solutions can transform their financial operations. We're looking...  ...consultative trusted advisor to a portfolio of HighRadius prospects... 
    Financial
    Remote work
    Flexible hours

    HighRadius

    San Francisco, CA
    5 days ago
  • $250k

     ...to apply for the Account Executive, Enterprise role at Absolute Security...  ...upsell of Absolute’s full portfolio of solutions. This role is also responsible...  ...complex enterprise sales cycles, and delivering ARR...  ...regulated industries (healthcare, financial services, energy,... 
    Financial
    Full time
    Shift work

    Absolute Security

    San Francisco, CA
    5 days ago
  •  ...Enterprise Account Executive (Bay Area, USA) Full Time / Remote...  ...intelligence acquisition solution and premium proxy...  ...an extensive patent portfolio, and a focus on ethics...  ...acquisition company in the Financial Times’ FT 1000 list....  ...one of the first Sales employees on the... 
    Financial
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Overseas

    Jobleads-US

    San Francisco, CA
    21 hours ago
  •  ...Enter Numeric — the modern financial data platform for...  ...workflows, and AI-first solutions, we're empowering accounting...  ...help us win mid-market and enterprise accounts by managing the full sales cycle from pipeline...  ...team needs to show up and execute in each domain every day... 
    Financial
    Work at office

    Numeric

    San Francisco, CA
    4 days ago
  •  ...Enterprise Account Executive, Commerce It all started with an idea...  ..., developing unique financial products, including...  ...commerce and payments portfolio, including Afterpay...  ...long, multifaceted sales cycles, sound judgment...  ...discovery, solution development, product... 
    Financial
    Work at office
    Local area
    Remote work
    Flexible hours

    Block | Square

    San Francisco, CA
    5 days ago
  •  ...Enterprise Solutions Engineer Reports To: Taylor Hyde VP, Sales Location(s): San Francisco preferred (35 days in office)...  ...on technical discovery, demo execution, POV scoping, and technical evaluation...  ...such as healthcare, financial services, insurance, logistics... 
    Financial
    Work at office
    Immediate start
    Remote work

    Bland AI

    San Francisco, CA
    2 days ago
  • $70k

     ...Sales Development Representative (SDR) WeBox is the leading intelligent...  ...intelligent and sustainable solutions for group orders. We're...  ...ranging from small to large enterprises, with a primary focus on...  ...Strive to exceed departmental financial and unit targets through effective... 
    Financial
    Work experience placement
    Local area
    Flexible hours

    WeBox

    San Francisco, CA
    2 days ago
  •  ...Administration Manager, the PI Portfolio Analyst uses skills as a...  ...of award setup, invoicing, financial reporting, compliance, closeout...  ...the department’s research enterprise. Post Award Management – Invoicing...  ...problems and recommending solutions that optimize resources,... 
    Financial
    Contract work
    Work experience placement
    Work at office
    Worldwide

    University of California , San Francisco

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio (PORT) Enterprise Sales Executive - Financial Solutions. Be the first to apply!