Technical Account Manager, Enterprise Services, Financial Solutions

Bloomberg New Energy Finance; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial technology firm is seeking a Technical Account Manager to serve as the primary technical interface for major clients. In this role, you will build strategic relationships, manage client accounts, and ensure successful delivery of Bloomberg's products and services. The ideal candidate will have experience in financial services, strong presentation skills, and the ability to collaborate with various internal teams. This position will involve extensive client engagement and strategic planning.

Qualifications

• Experience in a client-facing role in financial services or a financial technology company.
• Strong understanding of client technical strategy and roadmap.
• Demonstrated continuous career growth within an organisation.

Responsibilities

• Act as the primary technical interface into Bloomberg for large clients.
• Partner with the account team to qualify sales opportunities.
• Develop account plans with clear goals.

Skills

Client-facing experience in financial services

Knowledge of financial market data products

Consultative sales experience

Attention to detail

Presentation and communication skills in English

Job description

Technical Account Manager, Enterprise Services - Financial Solutions

Location

London

Business Area

Sales and Client Service

Ref #

10048884

Description & Requirements

What’s the role?

You'll be the primary technical interface into Bloomberg for some of our largest clients, the trusted advisor they turn to when making major technology and data sourcing decisions. You'll form deep, lasting partnerships at multiple levels, and serve as the advocate for your customer within Bloomberg as well as the advocate for Bloomberg with your customer.

As a member of the Technical Account Management (TAM) team you will collaborate closely with your colleagues across our Enterprise Data and Enterprise Services divisions. You'll enable our 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. Through listening to our client’s needs and investing heavily in our products and people, we have reached a genuinely exciting point in the evolution of our delivery and content offerings. Driving organizational & technology change across both client and internal environments needs to be a core part of your wheelhouse. You need to 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 skills will be vital in helping clients become comfortable with our offerings, working closely with Sales to achieve this. Your strong understanding of our clients and their use of our products will also enable you in providing input to our product management teams, helping shape the future direction of our products.

We'll trust you to:

• 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 organisation
• Strong presentation and communication skills in English
• The ability to travel

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