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FactSet

Subscription-based financial data and analytics platform

Sales Specialist - Data Solutions Sales

Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in finance, management information systems, economics, accounting, business administration, mathematics, or a similar field is required.
  • Five years of experience in a client-facing role, preferably as a FactSet Consultant and/or an Account Executive.
  • Strong technical skills, a consultative mindset, and deep FactSet product knowledge are required.
  • Broad, up-to-date knowledge of the financial technology industry, including trends and market demands, is required.
  • The candidate must be able to identify sales opportunities with new and existing clients and think strategically about pricing and deal closure.
  • Strong communication and interpersonal skills are required.
  • The candidate must be able to inspire confidence and maintain composure in stressful situations.

Responsibilities

  • Use client and industry relationships to identify new business needs and sales opportunities.
  • Maintain client, sales-cycle, and results data required to manage the sales pipeline.
  • Map clients and identify deployment opportunities for new products and users.
  • Develop compelling messages, value propositions, proposals, and potential solutions to gain ongoing attention from existing and new client decision makers.
  • Work with Generalist Sales, Implementation, Consulting, and Product Development to develop and execute strategies that maximize client satisfaction and retention.
  • Partner with internal teams to build relationships and drive deployment.
  • Become knowledgeable about clients’ internal business areas, architecture, operations, and applications to manage expectations and develop trust and commitment with key decision makers.
  • Maintain detailed knowledge of FactSet Data Solutions and the financial data and technology needed to develop client workflows and operations.
  • Maintain up-to-date knowledge of the finance industry, market trends, and economic factors to shape sales strategies and position FactSet in response to current events and industry changes.
  • Deliver FactSet education and training sessions to clients, prospects, and internal audiences; tailor presentations to the audience and identify and qualify sales opportunities through education and training.
  • Collaborate with Product Development to ensure development reflects industry and regional nuances, guide prioritization based on client feedback, and file timely RPDs after visits so feedback reaches Product Development.

Desired Qualifications

  • CFA is preferred.

About the Company

FactSet

Subscription-based financial data and analytics platform

FactSet provides financial data and analytics software to investment professionals through a subscription-based platform. It offers market data, fixed income data, and research management tools that deliver real-time and historical data, along with advanced analytics, to help asset managers, investment bankers, wealth advisors, and other financial professionals make informed decisions. The platform is customizable to fit different clients’ needs, and FactSet also offers consulting and support services to maximize subscription value. The company differentiates itself through a strong focus on client service and ongoing platform updates that incorporate the latest data and analytical techniques, aiming to be a trusted, comprehensive source for financial information. Its goal is to enable better investment decisions by providing access to broad data sets and sophisticated analytics within an integrated suite of tools.

Company size
10,001+
Company stage
IPO
Headquarters
Norwalk, CT
Founded
1978

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