Portfolio Sales Job Description

Portfolio Sales Job Description

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Portfolio sales provides product technical and application assistance by maintaining a strong understanding of all division products and programs and how they relate to competitor’s products and industry standards.

Portfolio Sales Duties & Responsibilities

To write an effective portfolio sales job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Effectively lead, manage and mentor team of 1 employee (Marketing Mangers, Pages and/or Interns.)
Work with VP to develop and coordinate internal training plan for junior members of the team
Achieve sales targets on assigned shows
Define and implement sales strategy with the Industry Vice President and SVP and document it in the Business Operating Plan
Work with other functional departments such as operations, marketing and research for their execution of the event
Create all reports for designated shows, including monthly reports, post show reports, sales reports
Develop and implement show strategy
Monitor productivity of sales team to ensure they are all meeting productivity standards, sales quotas, and the standards established for selling at RX North America
Hire, train and develop sales professionals for the sales organization continually train/coach sales team on all aspects of selling, including ensuring software is being used to its fullest capacity
Define sales territories for Sales Executives

Portfolio Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Portfolio Sales

List any licenses or certifications required by the position: CISCO, CISSP

Education for Portfolio Sales

Typically a job would require a certain level of education.

Employers hiring for the portfolio sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Business, Marketing, Business/Administration, Communication, MBA, Finance, Engineering, Technical, Economics

Skills for Portfolio Sales

Desired skills for portfolio sales include:

ASHP
CDC
ICU family of products and how they relate to guidelines FDA
INS
ONS
SHEA
Lending products and process
SGWS portfolio and products
Microsoft Office
Field of specialization

Desired experience for portfolio sales includes:

Check that quarterly sales territories align with Sales Rep reports, in preparation for compensation plan payouts
Define portfolio strategy, roadmap and optimize portfolio total cost
Identify and document the business and operational requirements of each product
Document in detail Business Opportunity, Marketing Requirements, Business Use Case
Coordinate and build strong working relations with various internal organizations including
Participate in technical design review sessions and provide recommendations while communicating benefits, risks, and constraints to both the business and the various IT stakeholders

Portfolio Sales Examples

1

Portfolio Sales Job Description

Job Description Example
Our company is searching for experienced candidates for the position of portfolio sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio sales
  • Provides pre-sales support activities including RFI/RFP responses, sales calls, and general Q&A for customer prospects, when required
  • Lead the development, approval, training, and communication of new products/product changes and their associated customer, operational, system, & process impacts to the various internal organizations
  • Develop & conduct specialized training on new products launched and raise awareness & application of relevant subject matter
  • Adhere to Corporate Compliance Policy
  • Index trading experience and/or a good understanding of Index methodology
  • Portfolio sales experience, ideally with significant experience in Asian and exposure to global equities, electronic trading and ETF distribution
  • Strong personal drive and commercial acumen, coupled with the ability to work as part of a team
  • Mandarin language skills highly preferred due to necessary client interactions
  • Manage daily dashboard and information input in proprietary sales and marketing database
  • Manage ad hoc and management reporting in proprietary sales and marketing database
Qualifications for portfolio sales
  • Total Quality Management - Dedicated to providing the highest quality outcomes
  • Working in or selling to the buy-side in South and Southeast Asia pension funds, investment advisors or mutual funds
  • Good technical knowledge of performance and/or risk portfolio analytics such as Brinson attribution and fundamental factor based risk analysis
  • Experience working in or selling to the buy-side pension funds, investment advisors or mutual funds
  • First-hand knowledge of the Middleware enterprise application market
  • Support Account Targeting Process with financial modeling, research, and data collection efforts
2

Portfolio Sales Job Description

Job Description Example
Our growing company is hiring for a portfolio sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio sales
  • Manage annual marketing spending in proprietary sales Operations Database
  • Coordinate data needs and project timelines with the Sales Solutions team
  • Coordinate data needs and project timelines with the Corporate Events team
  • A minimum of 3 years sales and/or marketing experience
  • Experience in financial services, ideally in portfolio solutions, asset management, mutual funds sales or transition management
  • A personal drive and commercial acumen, coupled with a willingness to make quick decisions and take responsibility
  • Series 7 & 63 licenses required (or be willing to obtain these)
  • Conduct internal and client training on PORT
  • Understands and effectively communicates clinical / business solutions to surgeons, anesthesiologists Perioperative staff, and other relevant key call points
  • Perform demand generation activities for both pump and consumable sales
Qualifications for portfolio sales
  • Experience interacting with customers/clients and strong relationship management skills
  • Leverage proficiency of various software applications/programs to ensure timely and accurate preparation of documentation
  • Respond to customer service inquiries, portfolio management and end of term documentation
  • Deliver exceptional customer service at every interaction and execute on plans to improve the customer experience
  • Build and maintain solid relationships with internal fulfillment partners in order to maximize efficiency and customer service
  • Actively Participate in the performance management process including performance reviews, feedback and coaching sessions performance and development discussions
3

Portfolio Sales Job Description

Job Description Example
Our company is looking for a portfolio sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio sales
  • Build and maintain relationships with current Animas patient pump sales
  • Convert inbound leads that come through the Web, Phone, Fax, Mail, and SmartShip supply responsibilities as needed
  • Upsell Animas accessories, pump maintenance items, and services
  • Nurture leads which aren’t quite ready for pump therapy in order to convert to a sale
  • Contact patient at key points during their warranty period to provide an exception experience, along with initiating document collection efforts by sending Patient documents to the patient or caregiver
  • Plan, organize, and lead the successful execution of the Food Care division growth and product development strategies for the NA Trays and External Products Portfolio
  • Establish a rolling 18 month to 2 year execution plan which details the means for achieving sales and profit objectives for Trays
  • Account and Customer Relationship Management, Sales and Software License and SaaS Subscription Revenue
  • Annual Target Revenue - Meet or exceed quarterly and annual revenue targets with an emphasis on annual bookings and pricing greater than your competition due to greater value for your customers
  • Trusted advisor - Establishes strong management and CXX relationships based on knowledge of customer requirements and commitment to value (value of counsel and expertise, value of solutions, value of implementation expertise)
Qualifications for portfolio sales
  • Minimum 5+ years of relevant experience into Networking
  • A proven track record in cloud sales, with demonstrated skills in sales pipeline progression, forecasting and management, using CRM systems excellent communication and presentation skills
  • Experience calling on Infection Preventionists in the acute care setting
  • Good communication skills with the ability to lead and teach
  • A minimum of a Bachelor’s Degree or equivalent work experience is required
  • Excellent verbal and written communication skills and the ability to work with teams and individuals are both requirements for this position
4

Portfolio Sales Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of portfolio sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio sales
  • Develop a pipeline of K-12 districts in North America
  • Lead teams to scope Watson Education solutions aligned with education institutions strategy and requirements
  • Work closely with technical and domain experts to align solutions and close deals
  • Direct, daily engagement with customers, partners and product teams
  • Serve as Watson Education portfolio subject matter expert both internally and externally
  • Primary responsibility for closing deals
  • Ability to manage complex customer sales situations
  • Ability to manage cross-organizational and cross-functional teams
  • Ability to schedule and work with team members across time zones
  • Must have experience in NEC
Qualifications for portfolio sales
  • Experience within Medical Device Sales and/or Sales within the Diabetes industry is highly preferred
  • This position is located in Wayne, PA and may require up to 10% domestic travel.Sales Administration
  • Additional Accountabilities • Participate in client presentations (Advanced)
  • 4-5 years sales experience as the sales specialist (pharmaceutical or medical devices business)
  • Proven track of high level sales performance
  • Ability to plan, organize, monitor, and execute projects within budget on schedule
5

Portfolio Sales Job Description

Job Description Example
Our growing company is looking for a portfolio sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio sales
  • Support/collaborate with sales teams on expansion of existing business to additional Nets
  • Prospect new leads (follow trades, attend conferences, network at all levels of agency and clients)
  • Help develop new business “hooks” for new prospects using all of AMCN resources (Research, Marketing, Programming)
  • Work on branded concept umbrella ideas for Cross-Net pitches with Marketing teams when appropriate
  • Help secure key meetings and find alternative ways in to both agencies and clients (planning teams, creative teams, content teams, brand teams at clients)
  • Experience with selling Events and Brand Activations with the goal of monetize existing events, sell cross-network on the ground opportunities
  • Work with Network teams to explore new events, provide analysis of upside revenue
  • Work in tandem with all Regional offices
  • Create and maintain an on-going 5 Network deck reflecting changes in programing and opportunities
  • Develop Documents to help consolidate/track programming, events and sponsorship on all Networks
Qualifications for portfolio sales
  • College or University Degree – ideally from bio-science-related fields, but not mandatory
  • Native Czech and good level of English
  • Willingness to travel throughout the territory
  • Considers legal and ethical constraints, company policy and goals when making decisions
  • At least 5+ years of experience working in Category Management/Development, Sales, Customer Planning, Brand Management and/or Team Leadership
  • Experience in related paper and forest products or consumer products industry

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