Technical Account Manager, Financial Solutions

What's the role?

As a Technical Account Manager, Financial Solutions, you will serve as the primary technical interface into Bloomberg for some of our largest clients. You'll be the trusted advisor they turn to when making major technology and data sourcing decisions. This role involves forming deep, lasting partnerships at multiple levels, advocating for your customer within Bloomberg, and for Bloomberg with your customer.

You will collaborate closely with colleagues across our Enterprise Data and Enterprise Services divisions. Your goal is to enable customers to gain maximum benefit from their partnership with Bloomberg by creating joint strategy sessions focused on the evolution of their technology and how our products and services become integral to their journey. Driving organizational and technology change across both client and internal environments is a core part of this role. You should enjoy planning, strategy, and co-designing solutions with clients.

Ideally, you will have honed these skills in pre-sales, management consulting, or professional services. Your expertise will be vital in helping clients become comfortable with our offerings, working closely with Sales to achieve this. Your strong understanding of clients and their use of our products will also enable you to provide input to our product management teams, helping shape the future direction of our products.

We'll Trust You To

Handle pre-sales duties by:

• Partnering with the account team, including Sales and Product Specialists, to identify and provide technical qualification of sales opportunities.
• Understanding client technical strategy and roadmap, matching Bloomberg solutions to requirements.
• Providing design and analysis on proposed requirements for implementing and supporting new products based upon a thorough analysis of client feedback.

Project Management Needs To Be Second Nature

• Forming a comprehensive and achievable integration plan in collaboration with clients for integration into target applications across multiple regions.
• Leading the engagement, leveraging the necessary internal resources to ensure a successful delivery of the agreed solution.

Manage Assigned Accounts Effectively By

• Developing account plans with clear goals against which you will execute.
• Building and maintaining a strategic relationship with your client base with frequent interactions to ensure you have a strong pulse on client’s technical activities and future plans.
• Providing technical subject matter expertise across the Enterprise Data Technology product portfolio.
• Ensuring a consistent, cohesive, and comprehensive level of service delivery into your accounts, including but not limited to leading steering committee and regular service review meetings.
• Forging deep relationships across the client's technology teams within both the vertical IT and business silos (Equities, FICC etc.) and horizontal functions (CTO, Architecture, Infrastructure, Sourcing etc.).
• Attaining a deep and extensive understanding of your client's architecture, infrastructure, and application environment.

You’ll Need To Have

• Experience in a client facing role in financial services or a financial technology company.
• Knowledge of financial market data products, delivery services, APIs, and protocol technologies.
• Experience working in a consultative sales or strategic account management role where you have been a part of or led client engagement.
• Pre-sales experience and commercial awareness.
• A passion for data delivery, content analysis, and as much attention to detail as the ability to look at the bigger picture.
• Demonstrable experience in leading a technology engagement or in taking a technical product to market.
• Curiosity with a track record of challenging yourself in roles, technology, and learning.
• An ability to express your career diversity and passion for success.
• An ability to build senior relationships and leverage those relationships to expand footprint.
• Awareness of trading applications and systems.
• Demonstrated continuous career growth within an organization.
• Strong presentation and communication skills in English.
• The ability to travel.

Key skills/competency

• Technical Account Management
• Financial Market Data
• Client Engagement
• Pre-sales
• Project Management
• Enterprise Solutions
• API Integration
• Consultative Sales
• Strategic Relationships
• Service Delivery