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Portfolio Sales Manager Jobs (NOW HIRING)

Totus

Portfolio Sales Manager

About the role The Portfolio Sales Manager owns and grows our relationships within the B2B/incentives channels. You'll be the primary point of contact for a growing pipeline of program buyers ...

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Portfolio Sales Manager information

How does a Portfolio Sales Manager typically collaborate with other departments to achieve sales targets?

Portfolio Sales Managers frequently work cross-functionally with marketing, product management, and customer success teams to align sales strategies with product offerings and client needs. They coordinate with marketing to develop targeted campaigns, provide feedback to product managers about market trends, and partner with customer success to ensure client satisfaction and retention. Regular meetings and clear communication are essential, as these collaborations help identify new opportunities, address customer concerns, and ultimately drive portfolio growth.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to $150,000, with experienced professionals and those managing large funds earning significantly more, often exceeding $200,000 including bonuses. Compensation depends on factors such as experience, location, firm size, and performance, and often includes bonuses and profit-sharing components.

What is the starting salary of a portfolio manager?

The starting salary for a portfolio sales manager typically ranges from $60,000 to $80,000 annually, depending on the industry, location, and level of experience. Entry-level roles may also include bonuses and commissions based on sales performance.

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

To thrive as a Portfolio Sales Manager, you need expertise in sales strategy, account management, and financial analysis, typically supported by a bachelor's degree in business or a related field. Familiarity with CRM software, sales analytics tools, and financial modeling systems is commonly required. Exceptional negotiation, relationship-building, and communication skills help distinguish top performers in this role. These capabilities are crucial for driving revenue growth, managing client portfolios effectively, and achieving organizational sales targets.

What is a sales portfolio manager?

A sales portfolio manager is responsible for overseeing a collection of products or services within a company's sales strategy. They analyze market trends, allocate resources, and develop plans to maximize sales performance across their portfolio, often using CRM tools and sales analytics. This role requires strong strategic thinking and coordination with sales teams and stakeholders.

What is a Portfolio Sales Manager?

A Portfolio Sales Manager is a professional responsible for managing and growing a portfolio of clients or products, typically within a specific industry or sector. They develop and execute sales strategies, build relationships with key clients, and ensure that sales targets are met or exceeded. Their role often involves analyzing market trends, identifying new business opportunities, and coordinating with internal teams to deliver tailored solutions. Portfolio Sales Managers play a critical role in driving revenue growth and maintaining customer satisfaction.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and can enhance credibility and job prospects. Many portfolio managers hold a CFA charter or similar certifications, along with strong investment analysis skills and experience in asset management or finance.
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Portfolio Sales Manager jobs near you

Portfolio Sales Manager

Totus

Remote

Full-time

Posted 25 days ago

Job description

About Us
Totus is the modern gift card platform built for brands. We're rethinking gift cards from the ground up - transforming them from an operational burden into a strategic growth engine. Our platform simplifies issuance, distribution, and financial operations while unlocking new revenue streams and delivering better customer experiences. Today, more than 60 leading brands - including Waymo, Poshmark, Oura Ring, Allbirds, Outdoorsy, Fold, ThirdLove, and Unleashed Brands - rely on Totus to power their gift card programs.
We're a fast-growing team that values efficiency, creativity, and real impact. If you thrive in environments where you can shape processes, collaborate with sharp teammates, and see your work move the business forward, you'll fit right in.
About the role
The Portfolio Sales Manager owns and grows our relationships within the B2B/incentives channels. You'll be the primary point of contact for a growing pipeline of program buyers - companies and platforms that purchase Totus-managed gift card brands for use in rewards, loyalty, incentives, and employee recognition programs.
This is a hunter/builder role. The ultimate objective is to drive activations of Totus-managed brand gift cards. You'll be prospecting new buyers, managing existing relationships, and working cross-functionally to ensure brands are placed, marketed, and performing. You'll report directly to the SVP of Distribution Partnerships/Sales and operate with a high degree of autonomy.
What you'll do
Buyer Development & Outreach
• Own the full outbound sales cycle for potential Program Buyers/Platforms - from prospecting and first contact through close
• Build and manage a pipeline of corporate buyers, incentive platforms, loyalty programs, and rewards networks
• Use outreach tools (CRM, LinkedIn, lead gen platforms) to identify and engage new buyer contacts at scale
Distribution & Brand Placement
• Pitch and place Totus-issued brands across buyer programs/catalogs
• Identify the right brand-to-buyer match based on buyer profile, program type, and volume potential
• Support onboarding of new brands and buyers with supporting Totus departments
• Advocate for Totus brands with buyers - staying current on brand performance and new additions to the portfolio
Pipeline & Approval Management
• Maintain clean, up-to-date records in HubSpot (CRM) for all buyer contacts, outreach, and deals
• Push necessary approvals to appropriate account managers for non-blanket approval brands
• Participate in regular DPS syncs and provide updates on pipeline status and buyer activity
• Track performance - activation volume by buyer, placement counts
Cross-Functional Collaboration
• Partner with the Operations and Client Success teams as needed
• Support marketing/promotional opportunity identification and booking within buyer programs as applicable
• Provide ground-level buyer feedback to inform pricing and brand strategy decisions
Qualifications
Required
• 5+ years of B2B sales experience, ideally in gift cards, incentives, loyalty, fintech, or adjacent industries
• Proven track record of building pipeline from scratch and closing new business
• Strong outreach skills - comfortable with high-volume prospecting via email, LinkedIn, and phone
• Experience using a CRM (HubSpot preferred) to manage pipeline and track activity
• Excellent written and verbal communication - you can write a sharp cold email and run a confident discovery call
• Self-starter mindset - you don't need hand-holding to find the next opportunity
Nice to Have
• Familiarity with the gift card distribution ecosystem
• Experience selling into HR, rewards, or employee benefits buyers
• Exposure to AI-assisted prospecting or outreach tools
• Experience working in a small, fast-moving team where you wear multiple hats
Compensation
Base salary is competitive and commensurate with experience. This role includes a performance-based commission structure tied to revenue generated through your channel ownership.

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