Client Partner - Financial Services (New Jersey)

Client Partner

The Client Partner is responsible for owning, growing, and expanding strategic Financial Services accounts, with a strong focus on long-term relationship management, MSA expansion, and revenue growth. This role is designed for a farmer profile with deep experience managing complex, enterprise Financial Services clients. This position requires prior professional experience at Bloomberg. Candidates without direct Bloomberg experience will not be considered.

Key Responsibilities

• Own and manage strategic Financial Services client relationships with full accountability for revenue growth and account health.
• Act as the primary executive point of contact, engaging senior business and technology stakeholders.
• Drive MSA development and expansion, including renewals, scope extensions, and commercial negotiations.
• Identify and execute cross-sell and upsell opportunities across software, engineering, cloud, data, and digital services.
• Build and maintain a predictable, account-based pipeline.
• Partner with delivery and operations teams to ensure execution quality and client satisfaction.
• Lead account planning, forecasting, and commercial governance.
• Represent the client internally and ensure alignment across internal teams.

Required Profile

• 5–15 years of experience in Financial Services sales or account management within technology or software services.
• Mandatory prior experience working at Bloomberg (any commercial, account, or client-facing role).
• Strong understanding of capital markets, financial data platforms, and institutional client environments.
• Proven track record of expanding MSAs and growing existing enterprise accounts.
• Executive-level communication and negotiation skills.

Strong farming mindset with long-term client ownership.