
Customer Success Manager II
Required skills
- customer success
- account management
- sales
- client onboarding
- product training
- account health
- upsell
- business objectives
- deadlines
- analytical skills
Nice to have
- account management experience
- law firms
- tax & accounting
- corporations
- marketing strategy
Role summary
The Customer Success Manager II is responsible for executing service strategies to grow user adoption and engagement within assigned client accounts. This role involves building strong customer relationships, identifying up-sell opportunities, monitoring account health, and providing training to maximize product utilization. The CSM II will collaborate with partners to develop account strategies and identify growth opportunities, ensuring client success and retention.
What you will do:
- 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.
You need to have:
- Bachelor’s degree with coursework in business, marketing, sales or related field; or equivalent experience.
- 2-4 years of successful sales or account management experience in a business environment comparable to Bloomberg Industry Group.
- 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.
- Prior Account Management experience is preferred
- Ability to travel within assigned territory.
Compensation Range:
$80,000.00-$105,000.00You 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”).
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