Client Service Manager 2 (INDG)

Bloomberg Industry Group; Arlington (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

Bloomberg Industry Group in Arlington, TX is seeking an experienced Account Manager to serve as the main liaison for a portfolio of client accounts. You will drive engagement, adoption, and renewals while delivering training and onboarding to new users.

You will identify upsell opportunities, monitor account health, and collaborate with Relationship Partners to design tailored strategies. Travel within the territory is required, and you will participate in incentive programs.

Qualifications

• Bachelor’s degree in business, marketing or related field.
• 7+ years of account management or sales experience.
• Proven ability to manage multiple client projects and meet deadlines.

Responsibilities

• Serve as the primary contact for an existing client for engagement, adoption and renewals.
• Build long-term relationships and identify up-sell opportunities.
• Monitor account health and craft engagement strategies.
• Train and support clients to maximize product utilization, including onboarding.
• Assist clients with alerts, dashboards, and other features.
• Collaborate with Relationship Partners to plan account-specific growth strategies.

Skills

Relationship management

Account management

Negotiation

Interpersonal communication

Education

Bachelor’s degree in business, marketing or related field

7+ years of account management/sales experience

Tools

CRM software (e.g., Salesforce)

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.

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).