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Portfolio Sales Jobs (NOW HIRING)

Portfolio Sales Specialist - Surgery Products Location: Field-based / Territory-based IQVIA is seeking a motivated and consultative Portfolio Sales Specialist to support growth across a designated ...

Position Summary The Portfolio Sales Specialist is responsible for building and maintaining relationships with key decision makers that lead to future business opportunities. The position increases ...

Sales Representative

New York, NY · On-site

$115K - $150K/yr

Serve as a Subject Matter Expert to accelerate category growth for the CBS ergonomic product portfolio across Global Accounts. Uniting exemplary sales discipline, deep product expertise, market ...

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Portfolio Sales information

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$26K

$79.2K

$142.5K

How much do portfolio sales jobs pay per year?

As of Aug 4, 2026, the average yearly pay for portfolio sales in the United States is $79,193.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $92,500.00 per year, depending on experience, location, and employer.

How does a Portfolio Sales professional typically collaborate with other departments to meet client needs?

Portfolio Sales professionals frequently work alongside product specialists, client relationship managers, and risk analysts to deliver tailored solutions for clients. Collaboration is essential when assessing client portfolios, identifying upsell or cross-sell opportunities, and ensuring that proposed products align with clients’ investment objectives. Regular meetings and strategy sessions with internal teams help maintain a comprehensive understanding of available offerings and market conditions, enabling the Portfolio Sales professional to provide informed recommendations and seamless service.

What is portfolio sales?

Portfolio sales refers to the process of selling a collection of financial assets, such as loans, securities, or real estate holdings, as a single package rather than selling each asset individually. This approach is commonly used by banks, investment firms, and corporations to efficiently manage their balance sheets, optimize returns, or mitigate risks. Portfolio sales can help sellers quickly offload underperforming or non-core assets while offering buyers the opportunity to acquire diversified holdings at potentially favorable prices.

What are the key skills and qualifications needed to thrive as a Portfolio Sales professional, and why are they important?

To thrive as a Portfolio Sales professional, you need strong sales acumen, financial analysis skills, and a solid understanding of investment products, often supported by a degree in finance or business. Familiarity with CRM systems, portfolio management software, and relevant certifications such as FINRA Series 7 or CFA are typically required. Excellent communication, relationship-building, and negotiation skills help you stand out in building trust with clients and closing deals. These skills are vital for effectively managing client portfolios, achieving sales targets, and sustaining long-term client relationships in a competitive market.

What is the difference between Portfolio Sales vs Account Executive?

AspectPortfolio SalesAccount Executive
Primary FocusManaging and selling a portfolio of products or services to clientsGenerating new business and managing client accounts
Work EnvironmentSales teams, client meetings, account managementSales teams, client interactions, negotiations
Required CredentialsSales experience, industry knowledge, sometimes certificationsSales experience, communication skills, sometimes certifications

Portfolio Sales professionals focus on managing and selling a range of products within a client portfolio, emphasizing retention and upselling. Account Executives primarily focus on acquiring new clients and closing sales. While both roles require sales skills and industry knowledge, Portfolio Sales roles emphasize account management and long-term client relationships, whereas Account Executives concentrate on new business development.

More about Portfolio Sales jobs
What are the most commonly searched types of Portfolio Sales jobs? The most popular types of Portfolio Sales jobs are:
Infographic showing various Portfolio Sales job openings in the United States as of July 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $79,193 per year, or $38.1 per hour.

Portfolio Sales Specialist

IQVIA

Orlando, FL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


IQVIA rating

8.1

Company rating: 8.1 out of 10

Based on 53 frontline employees who took The Breakroom Quiz

59th of 221 rated it services


Job description

Portfolio Sales Specialist - Surgery Products

Location: Field-based / Territory-based

IQVIA is seeking a motivated and consultative Portfolio Sales Specialist to support growth across a designated portfolio of surgery products. In this role, you will partner with healthcare decision-makers, clinical stakeholders, supply chain contacts, and field sales teams to expand product adoption, drive portfolio upgrades, and deliver value-based solutions that support improved patient care.

About the Role

As a Portfolio Sales Specialist, you will be responsible for end-to-end selling across an assigned surgery portfolio, with a focus on advancing adoption of adjunctive hemostat products, identifying upgrade opportunities, and developing new account growth. This position requires strong business acumen, clinical curiosity, strategic account planning, and the ability to communicate product value in a compliant, professional, and persuasive manner.

Key Responsibilities
  • Expand sales within the designated surgery product portfolio in a manner that complies with applicable laws, regulations, company policies, and sales direction.
  • Perform end-to-end selling across the assigned portfolio, including driving upgrades within targeted accounts, expanding adoption of advanced brands and technologies, and developing new account opportunities.
  • Develop and execute account-specific portfolio upgrade strategies that align customer unmet needs, clinical priorities, contracting opportunities, and territory growth objectives.
  • Build in-depth knowledge of the adjunctive hemostat portfolio, competitive landscape, market dynamics, targeted specialties, procedures, and care settings across the aligned territory.
  • Establish and maintain strong relationships with key healthcare decision-makers, clinical stakeholders, supply chain partners, and field sales teams to identify opportunities and support strategic business objectives.
  • Deliver compliant, professional, and persuasive product presentations, business reviews, and portfolio recommendations that demonstrate clinical, operational, and financial value.
  • Provide post-sale support, including product in-services and education, implementation coordination, and follow-up to help ensure customer adoption and satisfaction.
  • Collaborate with internal stakeholders to support sales execution, communicate market feedback, and align portfolio initiatives with regional and company priorities.
Required Qualifications
  • Bachelor's degree required.
  • Proven successful sales track record with demonstrated ability to grow accounts, identify opportunities, and convert competitive business.
  • Demonstrated ability to learn, communicate, and apply technical, clinical, scientific, and product-related information across a broad portfolio.
  • Ability to develop account plans, prioritize opportunities, and generate demand within an assigned geography.
  • Strong business acumen, including excellent written and verbal communication, presentation, negotiation, and consultative selling skills.
  • Ability to collaborate effectively with field sales partners, clinical stakeholders, supply chain contacts, and cross-functional teams.
  • Demonstrated ability to work independently, exercise sound business judgment, and execute the selling process in a concise, compliant, professional, ethical, and persuasive manner that leads to customer action.
  • Strong organization, time management, and territory management skills with the ability to manage multiple priorities across a broad portfolio.
  • Ability to travel as necessary.
  • Valid driver's license that meets supplier driving standards.
Preferred Qualifications
  • 3+ years of healthcare, medical device, pharmaceutical, biotech, or related sales experience preferred.
  • Portfolio, hospital, health system, or multi-product sales experience preferred.
  • Experience selling into surgical, procedural, acute care, or hospital-based environments preferred.
  • Experience communicating clinical, operational, and financial value to healthcare stakeholders preferred.
Why Join IQVIA?

At IQVIA, you will be part of a global organization focused on using healthcare expertise, data, analytics, technology, and commercial insight to help customers improve patient outcomes. Our teams bring together scientific understanding, business strategy, and customer partnership to help advance healthcare forward.

IQVIA is committed to building a diverse, inclusive, and collaborative workplace where employees can contribute, grow, and make an impact. If you are a results-driven sales professional who is passionate about healthcare and customer partnership, we encourage you to apply.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more athttps://jobs.iqvia.com

IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe

IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.

The potential base pay range for this role is $70-77,000 annually. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.

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About IQVIA

Sourced by ZipRecruiter

At IQVIA, we are passionate about helping customers and partners improve results and patient outcomes. Everything we do contributes to this vision for creating a healthier world. In today’s healthcare environment, it’s not only about how much data, information, and technology you have at your fingertips – it’s what you do with it. IQVIA is focused on making intelligent connections for customers across the entire healthcare ecosystem to help you drive healthcare forward. Whether that means partnering with novel technology companies to boost patient engagement, leveraging AI & machine learning to accelerate results, or using decentralized trials to reach the right patients wherever they are – we are always looking for smarter ways to move you forward.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Durham, NC, US