Portfolio & Analytics Account Manager, Enterprise Sales - Financial Solutions

Portfolio & Analytics Account Manager, Enterprise Sales - Financial Solutions

Location

San Francisco

Business Area

Sales and Client Service

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Bloomberg is a global leader in business and financial information, news and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. To ensure the best experience for our 20,000+ employees across 176 offices globally, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.

The Bloomberg Financial Solutions department of 5,000+ employees is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal:
We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

PORT Enterprise Sales team members sell state-of-the-art enterprise level Portfolio and Risk Analytics Solutions to the world's top institutional buyside firms. PORT Enterprise is a comprehensive solution for financial professionals to achieve their objectives using state-of-the-art advanced portfolio modules to assess performance and risk. Through enhanced central administration, a cutting‑edge report builder and sophisticated batch engine, PORT Enterprise delivers consistent insight, enabling our clients to create and execute differentiating investment strategies!

As an Account Manager, you will be responsible for driving usage and adoption across firms using PORT Enterprise products and identifying upsell opportunities within accounts to expand the use of Bloomberg solutions. You will work closely with implementations, support, and operations to ensure firms are using the enterprise solution as intended and supported at the level the buyside community expects from a strategic investment technology partner.

You will build strong relationships across your coverage, including senior level relationships, and use these relationships to identify opportunities to expand the firm's use of buyside enterprise services. You'll need to demonstrate credibility with a proven competency and knowledge of the buy‑side community and have a deep understanding of fundamental portfolio management concepts such as performance attribution, multi‑factor risk models, and portfolio optimization.

• Increase client usage and adoption of our Portfolio Enterprise Solution through client specific strategies to raise awareness of advanced models and enterprise workflows
• Build relationships with the front, middle, and back office, including senior level relationships with decision makers
• Generate additional revenue through the upsell of PORT Enterprise across new teams
• Increase client revenue through the proactive selling of additional PORT Enterprise modules
• Collaborate with Core and Enterprise sales to identify cross‑selling opportunities for additional products
• Take a lead role in conducting internal and external training sessions on new product releases, and provide feedback to product teams
• Travel extensively to meet with clients

• A competent grasp of the buy‑side workflow structure
• Proven track record of outstanding customer service, ideally servicing Financial Institutions
• Ability to develop and maintain strong client relationships
• Excellent communication and presentation skills
• Aptitude to excel in a fast‑paced, rapidly growing environment
• Availability for regular travel

• Team player attitude and collaborative style across multiple product lines and sales teams
• Proven record of accomplishment running complex sales engagements

We work hard. We are ambitious and set ourselves tough business goals. We…