Customer Success Jobs at Bloomberg with Visa Sponsorship
Bloomberg's Customer Success roles sit at the intersection of financial data, technology, and client relationships, supporting enterprise clients on products like the Bloomberg Terminal. Bloomberg has a strong track record of sponsoring work visas for skilled professionals in this function, including H-1B, H-1B1, and E-3 pathways.
See All Customer Success at Bloomberg JobsOverview
Showing 5 of 16+ Customer Success Jobs at Bloomberg jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 16+ Customer Success Jobs at Bloomberg
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Jobs at Bloomberg.
Get Access To All JobsINTRODUCTION
Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the world rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 26,000+ employees in over 150 locations, we provide the environments and systems that enable collaboration, productivity, and innovation.
Bloomberg’s Multi-Asset Risk System (MARS), together with our derivatives data and valuation services (BVAL OTC), delivers a comprehensive suite of risk management tools. These solutions provide consistent, consolidated views of risk across the enterprise. Powered by Bloomberg’s industry-leading pricing library, market data, and mortgage cash flow engine, MARS enables front office, risk, middle office, and collateral teams to analyze portfolios, manage exposure, and respond confidently to changing market conditions.
As part of Bloomberg’s Enterprise Relationship Services (ERS) offering, we provide a premium, high-touch service model designed to help clients maximize the value of our risk solutions through deep expertise, proactive engagement, and strategic partnership.
ROLE AND RESPONSIBILITIES
We are hiring experienced risk professionals to join our Enterprise Risk Services (ERS) team as Risk Services Specialists. This group of domain experts delivers a differentiated, premium service to Bloomberg’s most strategic buy-side clients.
This is a highly client-facing role that blends risk expertise, product mastery, and commercial impact. You will act as a trusted advisor to risk managers, treasury teams, and senior stakeholders, helping them optimize workflows, deepen their use of MARS, and unlock additional value from Bloomberg’s risk ecosystem.
You will also play a key role in driving client adoption, supporting sales initiatives, and influencing product development, while delivering an exceptional client experience.
Core Responsibilities
Client Partnership and Service Excellence:
- Act as a primary point of contact for strategic ERS clients, delivering a high-touch, consultative experience
- Build strong, trusted relationships across client organizations and provide tailored guidance on risk workflows and best practices
- Proactively identify client needs, anticipate challenges, and deliver solutions across multiple support channels including chat, tickets, calls, and on-site engagements
Product and Domain Expertise:
- Develop deep expertise in MARS, BVAL OTC, and related workflows across asset classes
- Stay current on market developments and regulatory changes, translating them into actionable client insights
- Serve as a subject matter expert, helping clients interpret complex risk analytics and implement best-in-class approaches
Commercial Impact and Growth Enablement:
- Partner closely with Sales to support revenue generation, including identifying expansion opportunities and contributing to client engagements
- Drive adoption of ERS services and advanced platform capabilities
- Provide structured client feedback and market intelligence to Product and Engineering teams to inform roadmap prioritization
Operational Excellence and Innovation:
- Lead onboarding of new workflows and use cases, ensuring seamless client integration
- Identify process gaps and introduce scalable solutions to improve efficiency and service quality
- Manage client communications during incidents or escalations with transparency and professionalism
We’ll trust you to:
- Own the end-to-end client experience for a portfolio of ERS clients on the MARS platform
- Act as a trusted advisor on risk analytics, derivatives valuation, and portfolio workflows
- Build and maintain senior stakeholder relationships across front office, risk, and operations teams
- Drive client adoption of advanced MARS capabilities and ERS services
- Partner with Sales, Product, and Engineering to enhance client outcomes and platform performance
- Translate client needs into actionable product feedback and commercial opportunities
- Lead client training sessions, workshops, and strategic reviews
- Manage escalations effectively, ensuring timely and high-quality resolution
BASIC QUALIFICATIONS
- 4+ years of experience in Financial Services or a Financial Technology company
- Experience with derivatives, either on the buy-side, sell-side, or within a vendor supporting derivatives market data or risk analytics tools
- Proven ability to build relationships across a range of stakeholders including technical users, traders, product managers, and senior leadership
- Strong product, technical, and market knowledge, with the ability to apply this in a client-facing environment
- Excellent client service and communication skills
- Ability to contribute to product testing, implementation, and project-based work
- Strong prioritization and multitasking skills, with a proactive and collaborative mindset
- High energy, adaptability, and a solutions-oriented approach
- Demonstrated career progression and impact within previous roles
- Strong presentation skills, with the ability to explain complex concepts clearly
- Bachelor’s degree or equivalent experience
PREFERRED QUALIFICATIONS
- Strong understanding of risk management practices and derivatives valuation
- CFA or FRM designation
- Experience with mortgages including MBS, CMBS, RMBS, TBAs, CLOs, and pools, along with prepayment modeling
- Familiarity with regulatory frameworks such as FRTB, SIMM, and SA-CCR
- Interest in technology, with experience in Python or other programming languages
- Prior experience using Bloomberg products
- Spanish fluency
COMPENSATION
- Salary Range: 120000 - 150000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include 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, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
INTRODUCTION
Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the world rely on us for the tools and information they need to make critical investment decisions and stay connected across the financial community. To support our 26,000+ employees in over 150 locations, we provide the environments and systems that enable collaboration, productivity, and innovation.
Bloomberg’s Multi-Asset Risk System (MARS), together with our derivatives data and valuation services (BVAL OTC), delivers a comprehensive suite of risk management tools. These solutions provide consistent, consolidated views of risk across the enterprise. Powered by Bloomberg’s industry-leading pricing library, market data, and mortgage cash flow engine, MARS enables front office, risk, middle office, and collateral teams to analyze portfolios, manage exposure, and respond confidently to changing market conditions.
As part of Bloomberg’s Enterprise Relationship Services (ERS) offering, we provide a premium, high-touch service model designed to help clients maximize the value of our risk solutions through deep expertise, proactive engagement, and strategic partnership.
ROLE AND RESPONSIBILITIES
We are hiring experienced risk professionals to join our Enterprise Risk Services (ERS) team as Risk Services Specialists. This group of domain experts delivers a differentiated, premium service to Bloomberg’s most strategic buy-side clients.
This is a highly client-facing role that blends risk expertise, product mastery, and commercial impact. You will act as a trusted advisor to risk managers, treasury teams, and senior stakeholders, helping them optimize workflows, deepen their use of MARS, and unlock additional value from Bloomberg’s risk ecosystem.
You will also play a key role in driving client adoption, supporting sales initiatives, and influencing product development, while delivering an exceptional client experience.
Core Responsibilities
Client Partnership and Service Excellence:
- Act as a primary point of contact for strategic ERS clients, delivering a high-touch, consultative experience
- Build strong, trusted relationships across client organizations and provide tailored guidance on risk workflows and best practices
- Proactively identify client needs, anticipate challenges, and deliver solutions across multiple support channels including chat, tickets, calls, and on-site engagements
Product and Domain Expertise:
- Develop deep expertise in MARS, BVAL OTC, and related workflows across asset classes
- Stay current on market developments and regulatory changes, translating them into actionable client insights
- Serve as a subject matter expert, helping clients interpret complex risk analytics and implement best-in-class approaches
Commercial Impact and Growth Enablement:
- Partner closely with Sales to support revenue generation, including identifying expansion opportunities and contributing to client engagements
- Drive adoption of ERS services and advanced platform capabilities
- Provide structured client feedback and market intelligence to Product and Engineering teams to inform roadmap prioritization
Operational Excellence and Innovation:
- Lead onboarding of new workflows and use cases, ensuring seamless client integration
- Identify process gaps and introduce scalable solutions to improve efficiency and service quality
- Manage client communications during incidents or escalations with transparency and professionalism
We’ll trust you to:
- Own the end-to-end client experience for a portfolio of ERS clients on the MARS platform
- Act as a trusted advisor on risk analytics, derivatives valuation, and portfolio workflows
- Build and maintain senior stakeholder relationships across front office, risk, and operations teams
- Drive client adoption of advanced MARS capabilities and ERS services
- Partner with Sales, Product, and Engineering to enhance client outcomes and platform performance
- Translate client needs into actionable product feedback and commercial opportunities
- Lead client training sessions, workshops, and strategic reviews
- Manage escalations effectively, ensuring timely and high-quality resolution
BASIC QUALIFICATIONS
- 4+ years of experience in Financial Services or a Financial Technology company
- Experience with derivatives, either on the buy-side, sell-side, or within a vendor supporting derivatives market data or risk analytics tools
- Proven ability to build relationships across a range of stakeholders including technical users, traders, product managers, and senior leadership
- Strong product, technical, and market knowledge, with the ability to apply this in a client-facing environment
- Excellent client service and communication skills
- Ability to contribute to product testing, implementation, and project-based work
- Strong prioritization and multitasking skills, with a proactive and collaborative mindset
- High energy, adaptability, and a solutions-oriented approach
- Demonstrated career progression and impact within previous roles
- Strong presentation skills, with the ability to explain complex concepts clearly
- Bachelor’s degree or equivalent experience
PREFERRED QUALIFICATIONS
- Strong understanding of risk management practices and derivatives valuation
- CFA or FRM designation
- Experience with mortgages including MBS, CMBS, RMBS, TBAs, CLOs, and pools, along with prepayment modeling
- Familiarity with regulatory frameworks such as FRTB, SIMM, and SA-CCR
- Interest in technology, with experience in Python or other programming languages
- Prior experience using Bloomberg products
- Spanish fluency
COMPENSATION
- Salary Range: 120000 - 150000 USD Annually + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include 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, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
See all 16+ Customer Success at Bloomberg jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success at Bloomberg roles.
Get Access To All JobsTips for Finding Customer Success Jobs at Bloomberg Jobs
Frame Your Experience Around Enterprise Client Outcomes
Bloomberg's Customer Success teams work with institutional clients, asset managers, and financial firms. Tailor your resume to show measurable outcomes from managing complex, high-value accounts rather than transactional support volume.
Address Specialty Occupation Requirements Early
For H-1B eligibility, Bloomberg must show the Customer Success role requires a specialized degree, typically in finance, business, or a technical field. Positions managing Bloomberg Terminal clients or data analytics products have a clearer specialty occupation argument than general account management roles.
Time Your Application Around the H-1B Registration Window
USCIS opens H-1B registration in March each year. If your target start date requires cap-subject H-1B sponsorship, get your Bloomberg application and offer process moving no later than January to leave room for negotiation and paperwork before the deadline.
Use Migrate Mate to Find Bloomberg CS Openings That Flag Sponsorship
Bloomberg posts Customer Success roles across multiple locations, but not all listings make sponsorship eligibility obvious. Use Migrate Mate to filter Bloomberg's open CS positions by visa type so you're only pursuing roles where your category is a confirmed fit.
Prepare for PERM-Stage Documentation If Pursuing a Green Card
Bloomberg sponsors EB-2 and EB-3 Green Cards for eligible employees, but the PERM labor certification process requires demonstrating no qualified U.S. workers were available for your role. Keep records of your specialized skills, client-specific expertise, and any unique qualifications Bloomberg cited when hiring you.
Customer Success at Bloomberg jobs are hiring across the US. Find yours.
Find Customer Success at Bloomberg JobsFrequently Asked Questions
Does Bloomberg sponsor H-1B visas for Customer Success?
Yes, Bloomberg sponsors H-1B visas for Customer Success roles where the position qualifies as a specialty occupation, typically requiring a bachelor's degree or higher in a related field such as finance, business, or information systems. Roles tied to Bloomberg Terminal support or financial data products tend to have the most straightforward specialty occupation argument, which matters when USCIS evaluates the petition.
How do I apply for Customer Success jobs at Bloomberg?
Applications go through Bloomberg's careers portal at bloomberg.com/careers. Search by function and filter for Customer Success or Client Service roles. Tailor your application to show experience with enterprise clients and complex software or data products. If you need visa sponsorship, flag that early with Bloomberg's recruiting team, since sponsorship eligibility can vary by role level and location. Migrate Mate also lists Bloomberg's open Customer Success positions filtered by visa type.
Which visa types does Bloomberg commonly use for Customer Success roles?
Bloomberg sponsors H-1B, H-1B1, and E-3 visas for Customer Success positions, as well as EB-2 and EB-3 Green Cards for longer-term immigration pathways. Australian citizens have the option of pursuing the E-3 visa, which has its own annual cap and no lottery, making it a more predictable path than the cap-subject H-1B. H-1B1 is available to Singaporean and Chilean nationals under similar conditions.
What qualifications does Bloomberg expect for Customer Success roles?
Bloomberg's Customer Success positions typically require a bachelor's degree in finance, economics, business, or a technical field. Experience managing enterprise accounts or working with financial data platforms is weighted heavily. For client-facing roles tied to the Bloomberg Terminal or analytics products, familiarity with capital markets, portfolio management workflows, or data infrastructure is a clear differentiator. Candidates without direct finance experience should demonstrate a track record with complex, high-touch B2B software accounts.
How do I handle timing if my visa status is expiring during the hiring process?
If you're on OPT and your authorization is running out, be transparent with Bloomberg's recruiting team as early as possible. Bloomberg's HR and immigration teams are experienced with H-1B transfers and STEM OPT extensions, but the process takes time. For H-1B transfers from another employer, USCIS allows you to start working at Bloomberg once the transfer petition is filed, without waiting for formal approval, provided you're already in valid H-1B status.
See which Customer Success at Bloomberg employers are hiring and sponsoring visas right now.
Search Customer Success at Bloomberg Jobs