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Bloomberg · 2 months ago

Portfolio & Analytics Account Manager, Enterprise Sales - Financial Solutions

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$140K/yr - $200K/yr

Bloomberg is a global leader in business and financial information, news and insight. The role of Account Manager involves driving usage and adoption of PORT Enterprise products, identifying upsell opportunities, and building strong relationships with clients to enhance their experience with Bloomberg's financial solutions.

AnalyticsBusiness Information SystemsFinancial ServicesInformation ServicesNews

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

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

Qualification

Portfolio ManagementClient Relationship ManagementFinancial Institutions ExperienceSales Strategy DevelopmentCommunication SkillsCustomer ServiceTeam PlayerPresentation SkillsFast-Paced Adaptability

Required

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

Preferred

Team player attitude and collaborative style across multiple product lines and sales teams

Proven record of accomplishment running complex sales engagements

Benefits

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

Company

Bloomberg

Glassdoor4.1

Bloomberg provides news, data, analytics, and communication services for the global business and financial world.

Founded in 1981

New York, New York, USA

10001+ employees

http://www.bloomberg.com

H1B Sponsorship

Bloomberg has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (496)

2024 (382)

2023 (363)

2022 (426)

2021 (442)

2020 (588)