Mortgage Workflow Specialist - Enterprise Sales

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New York, NY

Posted Aug 3, 2021 - Requisition No. 92921

We’re Bloomberg. We sit at the heart of the financial markets, from the largest sell-side institutions right through to the two person hedge fund - we’re an integral part of the financial markets workflow in every corner of the world. We provide our users with up to the millisecond market moves and analytics as well as connecting them with their counterparts and the wider community of 325,000 Bloomberg Terminal subscribers.
Our Sales teams are industry renowned for their subject matter expertise and platinum service levels. You’ll have industry renowned training, not just when you join us, but continually throughout your career here. Just like we invest in our products, we invest in our people. It gives us the edge.

What's the role?

The Mortgage Workflow Specialist team within Enterprise Sales serves as the mortgage market & workflow experts at Bloomberg. The team has deep asset class knowledge, understanding of client workflows, and Bloomberg's product offerings. This is a client-facing, sales-focused role, collaborating closely with various departments across Sales and Product teams to build and execute on strategies to drive sales revenue. Engagement with key financial players across the front, middle and back-office are vital in this role!

We’ll trust you to:

  • Utilize your strong mortgage product knowledge, technical skills, and market knowledge to generate revenue for our terminal business and suite of Enterprise tools (CMP, MARS, PORT)
  • Understand our suite of products, how our clients can and could use them, what challenges they face and how our product suite will solve for their challenges
  • Understand the competitive landscape, market and industry trends, the impact of our product and how clients use our product as a result of those factors
  • Demonstrate that you have strong business skills that will allow you to find high return on investment engagements and connect the dots between internal resources and external needs
  • Establish your own roadmap of initiatives that align with product, sales, and corporate goals
  • Maintain check-in points, and self-report successes and challenges on these strategies
  • Understand the product pipeline, effectively communicate it to our customers, and help product prioritize and create through a Pre-Sales process
  • Influence the direction of Bloomberg product through thought leadership and establishing relationships between Bloomberg's decisions makers and our clients
  • Communicate the strategy for your product and asset class to the sales forces within Bloomberg
  • Contribute innovative ideas that anticipate and address client needs
  • Participate actively in new projects that drive departmental and firm-wide initiatives and goals
  • Seek out additional ways to make an impact, such as mentoring, involvement in training, running campaigns, and active involvement in product enhancement

You'll need to have:

  • A minimum of 5 years of practical experience working across financial services
  • Detailed knowledge and experience of the BLOOMBERG PROFESSIONAL® service, and familiarity with other relevant market information platforms
  • An extensive network of deep client relationships, and ties to applicable professional organizations, societies and associations
  • A collaborative approach and ability to operate within both departmental and company-wide initiatives, in a non-hierarchical structure without corporate titles or structure
  • Strong presentation and training skills with the ability to convey complex ideas and solutions in a simple and concise way to audiences both large and small
  • Excellent negotiating and inter-personal skills, with the capacity to influence decisions and deliver results in a timely manner
  • Willingness to travel in continental North America

At a minimum, we require that you:

Are legally authorized to work full-time in the United States and will not require visa sponsorship now or in the future

We'd love to see:

A commercial mindset with the ability to identify and develop opportunities for other groups within the company and to build strong external networks
Programming experience for data analytics (Python preferred)

Apply if you think we're a good match! We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this:
https://www.bloomberg.com/

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

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