Full-Time

Senior Sales Engineer

Posted on 6/23/2025

FactSet

FactSet

10,001+ employees

Provides financial data and analytics solutions

No salary listed

Expert

No H1B Sponsorship

Chicago, IL, USA

In Person

Category
Sales Engineering
Sales & Solution Engineering
Required Skills
Sales
Salesforce
Requirements
  • At least 9+ years experience working with trading-related systems and services.
  • A unique intersection of analytical depth in trading-related systems to provide SME-level support to client engagements and the desire to sell a comprehensive trading solution.
  • Entrepreneurial mindset for learning the FactSet LiquidityBook Trading suite, demonstrating those capabilities, and fielding client questions.
  • A strong drive for results in a competitive sales landscape.
  • A complete understanding of our clients’ businesses, the financial markets in general, and how FactSet fits into that picture.
  • A relationship builder who’s excited about building rapport with clients and prospects.
  • Comfortable owning the stage in important meetings/demos with an executive presence, both virtual and in-person.
  • Ability to navigate complex discovery conversations to understand client value-drivers/pain points and map those back to the appropriate set of Front Office solutions.
  • Ability to coordinate tailored POCs for clients.
  • Bachelor’s degree in a relevant field of study.
  • Willingness to travel for client meetings, industry conferences, etc.
Responsibilities
  • Working with trading sales and general sales teams to qualify leads as they arise
  • Leading tailored, detailed demos and fielding client questions and requests
  • Executing efficient POCs
  • Develop an understanding of all areas of FactSet’s solutions and collaborating with internal FactSet teams to deliver an integrated view of the overall FactSet offering
  • Providing guidance on workflow implementation/revenue retention efforts
  • Effectively deliver trading solutions value proposition to clients
  • Maintain a high level of sales activity and track those efforts in Salesforce; Assist in the upkeep of an accurate and dynamic pipeline of sales opportunities.
  • Build awareness of FactSet’s Trading Solutions via a strong partnership with general sales/consulting services, sales enablement, product marketing, etc.
  • Facilitate feedback loop with product/engineering to guide the roadmap for FactSet’s Front Office Solutions.
  • Build strong rapport with users who align with the front office at clients/prospects. In many cases, we are the face of FactSet when it comes to consultative engagements that solve their biggest problems.
  • Develop an understanding of the competitive landscape and the ability to position FactSet Trading Solutions’ differentiation and value.
Desired Qualifications
  • Established capabilities with Python and/or other programming languages/statistical packages (R, Matlab, etc.)
  • Demonstrated interest in continued learning through CFA and/or other relevant professional designations.

FactSet provides financial data and software solutions to investment professionals around the world. Its products include market data, fixed income data, and research management tools that assist clients in making informed investment decisions. These tools deliver real-time and historical data, along with advanced analytics, to help users understand stock performance, earnings reports, and market trends. FactSet operates on a subscription-based model, allowing clients to access customizable data and analytics platforms tailored to their specific needs. The company distinguishes itself from competitors through its strong commitment to client service and continuous updates to its platforms, ensuring they incorporate the latest financial data and analytical techniques. FactSet's goal is to empower investment professionals with the essential tools and insights they need to enhance their decision-making processes.

Company Size

10,001+

Company Stage

IPO

Headquarters

Norwalk, Connecticut

Founded

1978

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for AI-powered analytics tools boosts FactSet's market position.
  • Acquisitions like LiquidityBook expand FactSet's capabilities in order management and workflow optimization.
  • Partnership with Perplexity.AI opens new revenue streams through cross-platform data utilization.

What critics are saying

  • Integration challenges from acquiring TableTop Data may disrupt existing workflows.
  • New credit facilities increase financial leverage, posing risks if market conditions worsen.
  • Intense competition from Bloomberg and S&P Global pressures FactSet's market share.

What makes FactSet unique

  • FactSet offers a comprehensive suite of financial data and analytics tools.
  • The company provides customizable solutions tailored to diverse financial professionals' needs.
  • FactSet's commitment to innovation and client service sets it apart in the industry.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Work Hours

Wellness Program

Employee Stock Purchase Plan

Company News

MarketBeat
Jun 11th, 2025
Merit Financial Group LLC Takes $502,000 Position in FactSet Research Systems Inc. (NYSE:FDS)

Merit Financial Group LLC purchased a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,104 shares of the business services

Yahoo Finance
Apr 9th, 2025
FactSet Research Systems (NYSE:FDS) Secures US$1.5 Billion In New Credit Facilities

FactSet Research Systems (NYSE:FDS) recently announced a significant credit agreement, introducing both term and revolving facilities, which may have contributed to its 9.5% price decline over the last month. This financial maneuver comes at a time when the Dow Jones is experiencing volatile trading amidst new tariffs, with significant impacts on various sectors. FactSet's actions, including debt refinancing and strategic adjustments, could be adding pressure in a turbulent market. Overall,...

MarketScreener
Mar 20th, 2025
Financial data firm FactSet beats profit estimate on analytical tools demand

According to analysts, FactSet also faces intense competition in the financial data and analytics market, where it competes with Bloomberg, London Stock Exchange Group and S&P Global, among others - companies with deeply entrenched client bases and broader product ecosystems.

ETF Daily News
Mar 20th, 2025
Independent Advisor Alliance Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS)

Independent Advisor Alliance makes new investment in FactSet Research Systems Inc. (NYSE:FDS).

CityBiz
Mar 4th, 2025
FactSet Acquires LogoIntern

NORWALK, Conn., March 04, 2025 (GLOBE NEWSWIRE) - FactSet (NYSE: FDS | NASDAQ: FDS), a global financial digital platform and enterprise solutions provider, announced the acquisition of TableTop Data, Inc., a workflow tool beloved by junior bankers to streamline the unenviable task of adding, organizing, and formatting logos into pitch decks.

INACTIVE