Portfolio Sales Resume Sample

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Breanna Wintheiser
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Work Experience


Wood Portfolio Sales Manager, Mid-atlantic
08/2016 - PRESENT
San Francisco, CA
  • Series 7, 66 licenses
  • Strong communication and presentation skills required - this is a heavy FA and client facing role
  • Self-starter, ability to independently connect and build relationships in the field
  • Experience working with UHNW clients is required
  • Work effectively on a broader team
  • Experience with Business to Consumer (B2C) and Business to Business (B2B) eCommerce solutions
  • Provide personal loans products
  • Advice solutions to suit customers’ needs and help them reach their financial goals
  • Ensure all selling and services delivered comply with ANZ Group strategy, policies, processes & standards & with external regulatory requirements
Portfolio Sales
03/2014 - 04/2016
Houston, TX
  • Good knowledge of the lending products and process
  • Solid sales background, as this role has targets that they are required to achieve
  • Strong communication skills, ability to multitask, manage their time effectively
  • Communicate the company’s goals and initiatives to team members – provide developmental plans to team member s as needed to drive improved performance
  • Account and Client Relationship Management, Sales and Software License and SaaS Subscription Revenue
  • Sales strategies- Align IBM analytic solutions with the client’s strategic objectives - Develops account plans to ensure revenue and signings target delivery and sustainable growth, relationships in new and existing clients
  • Client Activities - Actively understand each client’s technology footprint, strategic growth plans, technology strategy and competitive landscape. Negotiate access to key decision makers and facilitate meetings with IBM executives
  • Effectively and independently deliver the IBM vision & value proposition for the given solution, demonstrating a keen understanding of market conditions, competitive landscape and clients’ business goals and pressures
  • Drive focused education and activity for IBM SaaS offerings in competitive accounts with a focus on ‘winbacks’ or FIE wins
Analytics Portfolio Sales Rep
10/2008 - 10/2013
Philadelphia, PA
  • Proactively identifies new opportunities and utilizes necessary resources to close sales opportunities
  • Assist Sales Managers to expand market share
  • Proven track record and technical experiences for project or service work
  • Demonstrated skills in developing long-term customer relationships marketing/sales leadership
  • Creative, motivated individual with aggressive selling and negotiation skills
  • Be viewed as a trusted technical advisor to the customer and use in-depth knowledge of Dell’s 3rd party Software solutions to help customers formulate strategy and direction Identifying product gaps & sales opportunities based on insights and analysis
  • Be the regional Point of contact (trusted advisor) for VMware Product Portfolio
  • Drive increased VMware sales achieving forecast in revenue and margin

Education


Franciscan University of Steubenville
2002 - 2007
Bachelor's Degree in Marketing

Professional Skills


  • Excellent oral and written communication skills & outstanding presentation skills
  • Problem solving skills / analytical ability / creative approach
  • Proven Sales/Relationship Management experience
  • Proven ability to operate in a complex matrix of stakeholders to drive results
  • Experience training and developing others in the mortgage industry
  • Relationship Management, provide excellent services for cardholders before, during and after sales
  • Experience working in a high-volume and fast-paced sales environment

How to write Portfolio Sales Resume

Portfolio Sales role is responsible for travel, software, finance, credit, training, integration, design, research, trading, languages.
To write great resume for portfolio sales job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Portfolio Sales Resume

The section contact information is important in your portfolio sales resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Portfolio Sales Resume

The section work experience is an essential part of your portfolio sales resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous portfolio sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Portfolio Sales resume experience can include:

  • Experience selling complex outsourcing opportunities that include multiple integrated service towers focusing on value and business outcomes
  • Proven track-record or successfully applying a customer-focused, consultative sales approach to driving exceptional results
  • Experience selling into several of the following industry verticals; Public Sector, Telecommunications, Hi Tech, Travel / Media and Entertainment,
  • Demonstrated forefront achievement in cross-functional organizations in customer-facing roles
  • Strong understanding of technical aspect, competitive environment, as well as various clinical applications of ISH
  • Recent experience selling into stated enterprise business sectors

Education on a Portfolio Sales Resume

Make sure to make education a priority on your portfolio sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio sales experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Portfolio Sales Resume

When listing skills on your portfolio sales resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical portfolio sales skills:

  • Possess a dependable vehicle, valid driver's license, proof of insurance, and an acceptable driving record
  • Experience in lectureships and teaching roles
  • Extensive years experience working in a sales team
  • Identify, Validate & Qualify opportunities
  • Mandatory to have experience in a global function in an International company with matrix organization
  • Extensive experience in personal loan product development and management

List of Typical Skills For a Portfolio Sales Resume

1

Skills For Wood Portfolio Sales Manager, Mid-atlantic Resume

  • Experience in marketing or sales in the adult beverage or hospitality industry. Demonstrated experience leading and managing a team required
  • Responsible for contributing to the unsecured lending acquisition
  • Plan & execute marketing activities with support of Marketing Department
  • Proficiency in telephone prospecting and closing
  • Comprehensive understanding of wine to include regions/varietals, product/food pairing techniques, basic production, and service
2

Skills For Analytics Saas Portfolio Sales Rep-industrial Vertical Resume

  • In-depth and sophisticated understanding of wine and spirits to include regions/varietals, product/food pairing techniques, basic production, and service
  • Responsible for contributing to the new new card acquisition
  • Plan & execute sales activities with Business Partners cooperating with BP\Channel Manager
  • Current leadership responsibilities overseeing mortgage loan origination
  • Understand and support segment business plans to integrate VMware Solutions and volume licensing contracts
  • Additional European languages a benefit
  • Additional Arabic languages a benefit
  • Strong relationship building skills to develop insight into customer needs, provide options and meet the customer’s and the company’s business needs
3

Skills For Portfolio Manager, Sales Resume

  • Increase Credit Card Sales, actively recommend new functions and services of the credit cards for card holders
  • Identify potential customers, collect the latest market info. Of the same biz and improve ANZ services
  • Responsible for leads referral for other products to credit card holders
  • Plan & execute sales and pipeline generation activities
  • Understand customers’ issues with the ability to address them with IBM solutions
  • Provide forecast and pipeline account information to sales management
  • Educate about IBM solutions, competitors and marketplace
  • Build referenceable customer base
  • Able to lift and carry 45+ pounds on a repetitive basis
4

Skills For Senior Specialist Global Sales Portfolio Resume

  • Situational Leadership, or equivalent
  • Exceed New Logo Bookings (NLB) objectives by OI, Validating and driving SaaS New Logo’s pipeline to closure. Client Satisfaction – onboarding plans are well conceived and well executed
  • Knowledge of the wine and spirits industry and its major issues, regulatory considerations and the ability to use this information in support of the organization when carrying out one's job function
  • Leverage on the Software Solutions Value Proposition to increase customer satisfaction
  • Develop and execute on an overall "One Agilent" strategy and business plan to drive ISH sales growth and introduce/develop Agilent's broader molecular/genomics solutions to our clinical customers
  • Develop and execute on account-specific sales strategies to drive ISH sales growth in strategic and corporate accounts
  • Act as a liaison between Sales, Marketing and Order Fulfillment to optimize sales forecasting in order to ensure customer expectations related product availability in the clinical environment are achieved
  • Act as a liaison between Pathology and Genomics sales channels to ensure the timely and accurate sharing of leads, particularly for ISH and Next Generation Sequencing (NGS)
5

Skills For Analytics Portfolio Sales Rep Resume

  • Collaborate with Sales Training to develop a training program for both sales and technical teams, including managing communication around product expectations to our customers
  • Collaborate with both Field and Global Marketing to translate customer and sales requirements into effective collaterals, product offerings and pricing strategies
  • Experience in building relationships with senior executives in companies with revenue ranges from $200MM to $10B
  • Engage clients to better understand what products would enhance their execution experience such as
  • Evaluate effectiveness of current sales initiatives and lead the design of strategies that increase market share and visibility with target markets
  • Collaborate with internal Citi stakeholders including Trading, Sales, Product, Credit Risk, O&T to ensure smooth transition of the portfolio sales business
  • Provide an enhanced offering to portfolio clients by working with our content distribution team and design teams to provide value added service for our clients
  • Demo of electronic trading platforms including CitiFX Velocity, CitiFX Pulse and other multi-dealer platforms
  • Manage, develop, and implement marketing activities to maximize sales of assigned portfolio
6

Skills For Sales Portfolio Manager Resume

  • Collaborate with Agilent's CDx Division to identify ISH opportunities for companion diagnostics development
  • Collaborate with R&D to communicate customer needs and technical challenges related to product development
  • Quantitative data analysis expertise
  • Travel, great than 75% of time, primarily in North America
  • Roll out of Portfolio Sales coverage model to the EMEA franchise
7

Skills For Watson Marketing & Commerce Portfolio Sales Leader Resume

  • Eliminate business inefficiencies and progress the eCommerce penetration of the FX sales business
  • Ensure continued monetization of the franchise
  • Cross sell other eFX products where appropriate (NDFs, algorithmic orders, etc.)
  • Develop and manage a sales pipeline of 3-4 X sales quota
  • Close total contract value of $5-15MM in Infrastructure services annually
  • Proficient in English both written and orally.
8

Skills For Sales Manager Portfolio Resume

  • Direct campaigns which emphasize brand quality and value
  • Analyze portfolio performance, portfolio competitiveness, and product trends in the marketplace and develop strategies for assigned portfolio based on research and analysis
  • Review and enhance portfolio image to match corporate goals and vision
  • Work with sales teams to identify and implement appropriate sales strategies
  • Work with, train and develop assigned team within specific target accounts as well as overall assigned territory of responsibility on elements of the integrated sales and marketing strategy
  • Manage time and resources to obtain disproportionate share of mind from general sales force as well as trade customers with concentration on growing KPIs as designated in planning process
9

Skills For Portfolio Advisory Tier Sales Desk Manager Resume

  • Track key performance metrics, including conducting regular surveys in area of responsibility. Plan and track weekly pre plans by direct reports
  • Generate a commercial forecast representing true demand at a brand or SKU level using relevant market and supplier intelligence
  • Identify brand opportunities and develop a plan of action to maximize the brand performance based on holistic market information (e.g., supplier trends and goals, chain account performance, KPIs, observed market trends, competitive actions, etc.)
  • Monitor, determine and execute on strategies to improve upon on agreed commercial KPIs (e.g., revenue, gross profit, depletion, etc.) in tandem with account executives
  • Incorporate supplier, geography and brand goals, allocations and market intelligence into an unconstrained commercial forecast at a SKU / Brand – Market level along with relevant information e.g., statistical forecast, sales forecast, current year trends, historical depletion, etc
  • Achieve set targets

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