Client Service Manager 2, Dashboard Legal

Bloomberg Industry Group

$100K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Knowledge of law firms, tax & accounting, or corporate sectors preferred.
  • 7+ years in sales or account management in a similar business environment.
  • Bachelor's degree in business, marketing, sales, or related area; or equivalent experience.
  • Strong analytical, organizational and communication skills.
  • Ability to manage multiple projects and adhere to deadlines.

Responsibilities

  • Serve as primary contact for users in existing clients, enhancing engagement and renewals.
  • Establish long-term relationships with customers and identify up-sell opportunities.
  • Monitor account health and develop engagement strategies proactively.
  • Train and support accounts to maximize use of Bloomberg products, including onboarding.
  • Assist clients with setting up alerts, dashboards, and other tools.
  • Work closely with Relationship Partners to create tailored account strategies.
  • Engage in special projects and additional duties as needed.

Benefits

  • Participation in the Client Incentive Bonus program with quarterly and annual components.
Full Job Description
Manages engagement efforts and supports select customer accounts to drive greater customer satisfaction and utilization of assigned products to maximize customer retention. Provides account training, acts as a liaison between assigned accounts and sales representatives and other Bloomberg Industry Group departments, identifies up-sell opportunities, and answers customer inquiries in a timely fashion.

Primary Responsibilities:
  • Serves as the primary point of contact for users within an existing client in the field, focusing on increasing users, usage, engagement and renewals.
  • Establishes long-term relationships with customers and identifies up-sell opportunities.
  • Proactively monitors account health and crafts engagement strategies.
  • Trains and supports assigned accounts to maximize utilization of Bloomberg Industry Group products, including on-boarding training of new employees to client firms.
  • Helps clients set up alerts, dashboards, and more.
  • Collaborates closely with Relationship Partners to define account-specific strategies and identify additional sales and growth opportunities for existing clients.
  • Participates in special projects and performs other duties as assigned.


Job Requirements:
  • Knowledge of assigned market (e.g. law firms, tax & accounting, corporations) preferred.
  • Proven ability to prioritize accounts and manage multiple projects and activities to meet business' objectives and deadlines.
  • Strong analytical, organizational and interpersonal communication skills.
  • Ability to travel to within assigned territory.


Education and Experience:
  • Bachelor's degree with coursework in business, marketing, sales or related field; or equivalent experience.
  • 7 or more years of successful sales or account management experience in a business environment comparable to Bloomberg Industry Group.
  • Prior Account Management experience is preferred.


Compensation Range:
$100,000.00-$150,000.00

You will also participate in the Client Incentive Bonus program which has quarterly and annual incentive elements. During the interview process, our hiring team will discuss the compensation elements that make up the on-target earnings for this role, including how to maximize your earnings in this position.

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