Client Service Manager 2, Dashboard Legal
Core
Manages client accounts to drive product utilization, engagement, and retention while identifying up-sell opportunities.
Role type
Senior Account Management Manager
Builds
Client engagement strategies and account growth plans
Domain
Financial data services (Bloomberg Industry Group)
Deliverable
client delivery
Required skills
Account management, relationship building, up-selling, account health monitoring, training delivery, project prioritization
Preferred skills
Knowledge of law firms, tax & accounting, or corporations
Technologies
Bloomberg Industry Group products, dashboards, alerts
Responsibilities
Serve as primary point of contact for client users; establish long-term relationships and identify up-sell opportunities; proactively monitor account health and craft engagement strategies; train and support assigned accounts including on-boarding new employees; help clients set up alerts and dashboards; collaborate with Relationship Partners to define account-specific strategies.
Seniority
Senior, hands-on IC
