Buy-Side Solutions Account Manager, Enterprise Sales - Bloomberg Financial Solutions

Bloomberg • San Francisco, CA

1d • $145,000 - $235,000 • Onsite

About The Position

Bloomberg is a global leader in business and financial information, news and insight, utilizing innovative technology to deliver trusted data and bring transparency to financial markets. Customers rely on Bloomberg for critical investment decisions and to stay connected across the financial community. The company supports over 20,000 employees globally in 176 offices, providing spaces and systems for agility, productivity, and collaboration. The Bloomberg Financial Solutions department, with over 5,000 employees, focuses on customer and employee success through sales, service, operations, culture, and brand. Their goal is to build meaningful client relationships by understanding needs and delivering exceptional end-to-end support from sales and implementation through ongoing client engagement.

Requirements

• 3–5+ years of relevant buy-side experience in account management, enterprise sales, risk solutions, portfolio analytics, or as a market practitioner
• Strong understanding of financial markets including Equities, Fixed Income, Derivatives and multi-asset portfolios
• Deep knowledge of buy-side workflows across front, middle, and back office functions
• Solid understanding of portfolio management concepts including performance attribution, multi-factor risk models, portfolio construction and optimization
• Experience selling or supporting derivative risk or enterprise analytics solutions
• Proven consultative sales skills including lead generation, pipeline management, business development and closing complex engagements
• Demonstrated ability to grow existing relationships and uncover expansion opportunities
• Strong presentation, communication, and training skills
• Ability to operate in a fast-paced, rapidly evolving environment
• Availability for regular travel

Nice To Haves

• Experience managing Tier 1 institutional asset managers, hedge funds, insurers or pension funds
• Proven track record running complex, multi-stakeholder enterprise sales engagements
• Collaborative style across multiple product lines and sales teams
• Experience influencing senior-level decision makers
• A team-player mindset with a strong sense of ownership

Responsibilities

• Drive product adoption and workflow optimization across OMS, portfolio analytics, and risk platforms
• Identify and execute upsell and cross-sell opportunities across the Bloomberg buy-side ecosystem
• Lead complex enterprise engagements from expansion strategy through execution
• Build senior-level relationships across front, middle, and back office stakeholders
• Partner closely with Sales, Implementations, Product, Support, and Operations teams
• Provide strategic feedback to product teams to influence solution evolution
• Increase client usage and adoption of AIM, PORT Enterprise, and MARS through tailored engagement strategies
• Build and maintain strong relationships across front office, risk, operations, and executive leadership
• Identify expansion opportunities across new teams, asset classes, and workflows
• Generate and convert pipeline opportunities for enterprise risk and analytics solutions
• Articulate complex product capabilities — including OMS workflows, performance attribution, multi-factor risk models, derivatives analytics, and portfolio optimization — in a consultative manner
• Lead internal and external training sessions on product enhancements and enterprise workflows
• Partner across Bloomberg sales teams to drive coordinated coverage strategies
• Run complex enterprise sales engagements and manage long-term client technology road-maps
• Contribute innovative ideas that anticipate client needs and improve our solutions
• Support broader departmental initiatives, campaigns, mentorship, and product enhancement efforts

Benefits

• merit increases
• incentive compensation (exempt roles only)
• paid holidays
• paid time off
• medical
• dental
• vision
• short and long term disability benefits
• 401(k) +match
• life insurance
• various wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed