Cassidy Cox
New York,NY
Summary
Dynamic Product Content Manager at Bloomberg LP with a proven track record in campaign strategy and cross-functional team leadership. Spearheaded the go-to-market strategy for a product generating over 50% of ESG revenue, while developing performance metrics that enhanced global reporting and client engagement. Skilled in fostering client relationships and driving product adoption.
Overview
5
5
years of professional experience
Work History
Product Content Manager
Bloomberg LP
07.2023 - Current
- Manage multiple projects to ensure the execution of our ESG Sustainable Finance Data Enterprise Product. This includes creating our sales enablement tools, training resources, and external collateral.
- Developed our current global reporting mechanism for tracking KPIs to track the adoption of our Sustainable Finance Data product. This reporting tool provides status updates across the entire global sustainable finance org.
- Conducted market research to identify use cases for our newly launched enterprise data set. Through relationship building with various key clients, we identified a handful of clients who wanted to partner with us on the next phase of the product launch.
- Worked on the go-to-market strategy for Bloomberg's newest ESG Sustainable Finance Enterprise Data Product. This product ended up accounting for over 50% of our total ESG Enterprise revenue
- Support product data owners and engineering teams with project prioritization. Working together, we ensure key targets are met and any potential blockers are managed in real time.
Client Services Manager
Bloomberg LP
01.2022 - 07.2023
- Assisted in crafting training documentation and materials for product launch campaigns. These materials were used in the user campaign to share the benefits of switching to Bloomberg's newest news searching and sharing function. This campaign touched 8k+ clients globally.
- Collaborated with cross-functional teams to ensure timely delivery of projects. This included overseeing our global change management project. This project affected key client-facing teams across AMER, APAC, and EMEA. Results included 250 individual contributors reassigned to roles that more accurately aligned with their core functions and set of expertise. These changes resulted in increased department retention and overall team morale.
- Established a working group of advanced client services representatives who could serve as direct contacts for product and other internal groups. This working group of advanced representatives also assists with BETA testing new products and serves as a second product specialist to help sales with client initiatives.
- Created our department's lead generation process. This process is used today and allows for the correct sales groups to be quickly notified if a potential new business lead has been identified through a client services inquiry. The creation of this new process resulted in the identification of $24M worth of lead potential revenue.
Senior Sales Executive
Bloomberg LP
05.2020 - 01.2022
- Acted as a sales advocate within our Product Feedback working group. This role allowed me to share client feedback, suggested use cases, and workflow questions with our product and business leads. This was a new working group and overall we were able to improve stakeholder communication and more easily identify potential risks,
- Negotiated client deals from start to finish. My remit included some of the largest asset managers in North America and multiple high-risk clients. Working with one client, I became a trusted advisor who shared news of a soon-to-happen firm merger with a similarly sized firm. Working with this client, I was entrusted to identify the correct parties to ensure that these changes would be handled swiftly and operations would be back up as soon as the merger was finalized.
- Consolidated cross-functional competitor analysis, market resources, and product example templates that are still used today. This information hub allowed our global sales team to work more effectively and ensured a unified voice when sharing resources with external teams.
- Served as contact lead for major client issues. This included problems that could have escalated into conversations with our legal teams and potential monetary loss.
Education
Bachelor of Science - Business Administration
Cornell University
Ithaca, NY05-2016
Skills
- Campaign Strategy
- Go-to-Market Strategy
- Cross-functional Team Leadership
- Performance Metrics
Timeline
Product Content Manager
Bloomberg LP
07.2023 - Current
Client Services Manager
Bloomberg LP
01.2022 - 07.2023
Senior Sales Executive
Bloomberg LP
05.2020 - 01.2022
Bachelor of Science - Business Administration
Cornell University
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