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Portfolio (PORT) Enterprise Sales Executive Financial Solutions
Job Location:
Job Location:
San Francisco, CA - USA
Yearly Salary:
USD 145000 - 235000
Yearly Salary:
Posted:
27 September 2026 (Yesterday)
Posted:
Application Deadline:
25 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Portfolio (PORT) Enterprise Sales Executive - Financial Solutions
Location
San Francisco
Business Area
Sales and Client Service
Ref #
Description & Requirements
Our Team
Bloombergs PORT Enterprise Solution is a comprehensive suite of portfolio management tools that delivers consistent consolidated results across our clients entire firm.
Bloombergs 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.
Whats the role
The Portfolio Enterprise Sales Executive is responsible for driving the business development and sales process for Bloombergs 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 Bloombergs 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
Youll 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
Wed 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 00 USD Annual Benefits Bonus
The referenced salary range is based on the Companys 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.
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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Required Experience:
IC
About Company
Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century. A global information and technology company, we use our dynamic network of data, ideas and analysis to solve difficult problems every day. Our customers around the world rely on ... View more
