Full-Time

ESG Principal Sales Specialist

Posted on 2/15/2025

FactSet

FactSet

10,001+ employees

Provides financial data and analytics solutions

Compensation Overview

$120k - $150k/yr

Expert

Boston, MA, USA + 6 more

More locations: Toronto, ON, Canada | San Francisco, CA, USA | Los Angeles, CA, USA | Chicago, IL, USA | Westport, CT, USA | New York, NY, USA

This position is hybrid, requiring some in-office presence.

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Data Analysis
Requirements
  • Bachelor’s degree in related field (advanced degree preferred)
  • 9+ years of experience in related field
  • Strong understanding of market knowledge (i.e understanding of buy-side research, performance workflows and industry competitors)
  • Extensive sales experience with a focus on financial markets, any ESG a plus, with the ability to consistently exceed individual sales quota
  • History of effective collaboration with Sales, Product Development and Strategy
  • Willingness to learn new trends and aware of industry changes, desire to self-learn new technologies
  • History of proactively identifying business inefficiencies and taking ownership to deliver solutions
  • Detail oriented while maintaining vision for the big picture
  • Ability to make challenging decisions in a changing environment
  • Ability to work a hybrid schedule from an office in Boston, Chicago, New York City, Norwalk, Los Angeles, San Francisco, Toronto
Responsibilities
  • Work with the Senior Director of Sales to map out perspective clients to target and build a pipeline based on overall ESG strategy
  • Responsible for being pro-active to identify unique ESG opportunities to grow the business
  • Partner with existing Sales Specialists and Generalists to understand upsell opportunities within existing clients
  • Provide feedback to Strategists and Product Development teams to enhance and improve our products
  • Leverage your client and industry relationships to identify new business needs and sales opportunities
  • Diligently maintain the client- sales cycle and results data that are required to manage the pipeline of sales
  • Deliver presentations and present winning proposals
  • Act as first point of contact for strategic high potential accounts
  • Represent FactSet’s ESG business by speaking fluently about all product lines at industry events
  • Coordinate trials, negotiate terms, and structure contracts
  • Think strategically to price and close deals
  • Help uncover new workflows within clients to monetize content
  • Utilize and work closely with group resources including Sales Engineering and Support/Implementation
  • Collaborate with general sales team to build a strategy for Top 30 accounts
Desired Qualifications
  • Advanced degree preferred
  • Experience in ESG is a plus

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 focus on 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 needed 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

  • Growing demand for ESG data boosts FactSet's market position in sustainable investing.
  • AI and machine learning integration enhances FactSet's predictive analytics capabilities.
  • Cloud-based solutions offer FactSet scalability and cost-effectiveness for clients.

What critics are saying

  • Intense competition from AI-driven platforms like Bloomberg threatens FactSet's market share.
  • Integration challenges from acquiring TableTop Data may disrupt existing workflows.
  • Subscription-based revenue model risks client loss to flexible pricing models.

What makes FactSet unique

  • FactSet offers comprehensive ESG datasets, enhancing its appeal to sustainability-focused investors.
  • The company integrates alternative data sources, providing unique insights for financial analytics.
  • FactSet's AI-powered Pitch Creator revolutionizes pitchbook creation for investment banks.

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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

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.

FactSet
Feb 14th, 2025
FactSet Acquires LiquidityBook | FactSet

Integrating adjacent workflows across the front office to connect the full portfolio life cycle Adds technology-forward order management (OMS) and investment book of record (IBOR) capabilities NORWALK, Conn. , Feb. 10, 2025 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a global financial

MarketBeat
Jan 18th, 2025
Empirical Asset Management LLC Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS)

Empirical Asset Management LLC makes new investment in FactSet Research Systems Inc. (NYSE:FDS).

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