Business Portfolio Manager - job id 33713

Your Way To Work™

Business Portfolio Manager


Wall Street

How to Apply


Jessica Ohmer


(646) 876-9549


(212) 616-4800 ext-570

A Contract position at Financial Information and Ratings Agency.

$$$ Pay Options: IC - Self Incorporated or w2.

Contact Jessica Ohmer. call (646)876-9549 / (212)616-4800 ext.570 or email with the Job Code JO33713 or Click the Apply Now button ().

Location: Houston, TX.

Skills required for the position: MS OFFICE, POWERPOINT, EXCEL.

Optional (not required):Capital IQ, SALESFORCE

Detailed Info: Business Portfolio Manager to support the Americas Sales Team.

** Highly Proficient / expert level in MS Office (Word, Excel, and PowerPoint) required.

** Extensive knowledge of CRM databases (e.g., and/or research platforms (e.g., Capital IQ) beneficial. .

Bachelor's degree required (Finance, Economics or related field preferred).

Must have can-do attitude. Goal and action oriented, with ability to multi-task and prioritize in a fast-paced environment, deadline driven environment. Strong communication, organization and time-management skills. High level of English (verbal and written). Plus: Experience supporting sales teams, client services or order administration.

The Team: The team is composed of experienced sales professionals in multiple locations. The team has a friendly atmosphere with high-collaboration and performance driven spirit. The BPM will be an integral part of the team and have ample opportunities to collaborate across the organization, learn and gain exposure to the industry and products and directly impact the future growth of the business and the team. Teamwork, strong organization skills, communication and ability to solve complex issues is crucial in order to be successful in this role and within our organization. The Impact: The BPM will assist the sales team through the entire sales cycle and will play a key role in helping the Commercial Manager's efforts in revenue generating activities. You will build a deep understanding of our processing procedures and the entire sales cycle. You will interact with clients on a daily basis and help drive our efforts for customer excellence. What's in it for you: The position serves a crucial role in helping the productivity of our sales team and deliver excellent customer experience. A key part of the role is to act as a link between the Commercial Manager and multiple different departments and teams.

Development/Computing Environment: Responsibilities:

Process renewals. Oversee and manage renewal pricing and new proposal quotes.

Help generate all sales documentation (services agreements and legal documentation).

Closely monitor expiration, renewals and suspend/termination accounts.

Lead account planning process.

Conduct thorough market research on key accounts.

Assist in contract escalations - liaise with multiple departments to ensure swift implementation of commercial contracts, trials, and service changes.

Coordinate any market training and manage pertinent market information to sales.

Aid management with new hire onboarding and manage training schedule and systems access.

Assist Commercial Managers when they are traveling and help direct customer inquiries to the right department.

Help coordinate activities that support the Commercial Managers' segment and client growth.

Build PowerPoints to enhance the customer experience.

Respond to client inquiries. Requirement of the roles


The position offers competitive rate.

Job Id: 33713