Client Support Specialist I

You will provide product support for our tax software clients via phone, email, or chat. You will maintain a high-level thoroughness in communications to clients, while balancing speed and attention to all pending requests. You will coordinate with colleagues in sales & service, product, and customer experience teams, to facilitate troubleshooting, and to document feedback.

What you will do :

• Independently manage customer support cases from initial inquiry through resolution, ensuring a positive customer experience and timely follow-up.

• Troubleshoot product functionality, workflow, and configuration issues across assigned Bloomberg Industry Group Tax products.

• Provide first- and second-level technical and product support to end users through phone, voicemail, email, live chat, and virtual meetings, addressing questions related to Tax Planning and Bloomberg Tax Technology software solutions.

• Research, analyze, and resolve customer inquiries and technical issues while consistently meeting established service-level expectations.

• Identify, document, and reproduce software defects, partnering with Product and Engineering teams to support investigation and resolution.

• Escalate complex technical and product-related issues to the appropriate teams when additional expertise or intervention is required.

• Educate customers on product functionality, workflows, best practices, and features to help maximize their use of Bloomberg Tax Technology solutions.

• Partner cross-functionally with Product Management, Engineering, Customer Success, Professional Services, and Sales to address customer needs and improve the overall support experience.

• Maintain accurate customer records, case notes, and resolution details to ensure clear communication and effective case management.

• Develop and contribute to internal knowledge articles, troubleshooting guides, and support documentation to strengthen team knowledge and support consistency.

• Support product launches, participate in testing and validation activities, and provide after-hours support as business needs require.  

You need to have :

• Bachelor's degree or equivalent combination of education and experience.

• 3–5 years of client support or technical support experience.

• Excellent troubleshooting and analytical skills.

• Strong written and verbal communication skills.

• Experience supporting SaaS or enterprise software preferred.

• Ability to manage multiple priorities while delivering exceptional customer service.

Compensation Range:

$65,000.00-$95,000.00

Placement in the salary range will be decided upon completion of the interview process. Salary determination will be determined based on factors including but not limited to relevant experience, demonstrated skills related to the requirements of the role, education, certifications, and geographic location.

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).