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FactSet

Subscription-based financial data and analytics platform

Sales Representative - Dealmakers and Wealth

Account ManagementUpdated on Nov 10
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in finance, economics, business administration, or a similar field is required.
  • At least five years of overall industry experience, including a minimum of two years in a sales role, is required.
  • Broad, up-to-date knowledge of the financial technology industry, including trends and market demands, is required to understand the industry, clients, and their workflows.
  • The candidate must be able to identify sales opportunities with new and existing clients to find additional ASV.
  • Fluency in Chinese and English is required.
  • The candidate must be able to inspire confidence and maintain composure in stressful situations.

Responsibilities

  • Drive sales targets to increase net revenues within existing accounts, retain existing revenue, meet potential new users, build relationships with existing key users and main contacts, and assist with new business.
  • Partner with the Sales Director on the account to drive sales targets, retain existing revenue, meet potential new users, build relationships with existing key stakeholders, and assist with the sales process.
  • Maintain the Account Plan and identify opportunities for new products and users in collaboration with account stakeholders.
  • Use client and industry relationships to identify new business needs and sales opportunities, and maintain internal systems, including Orders and Salesforce, for managing the sales pipeline and accurate user and contact lists.
  • Collaborate with Specialty Sales and Client Solutions to develop and execute a strategy for client satisfaction and retention, and work with consultants to manage the trial process.
  • Proactively pursue new business opportunities by prospecting and closing deals, while maintaining and growing relationships with existing accounts.
  • Meet with the client regularly to understand its internal business areas, architecture, operations, and applications; manage expectations; build trust and commitment with key decision makers; and map client opportunities and threats.
  • Develop broad knowledge of the FactSet platform to demonstrate products to new and existing clients, use FactSet subject-matter experts for detailed product demonstrations, and build product and client-workflow knowledge through client meetings and internal resources.
  • Maintain current knowledge of the finance industry, market trends, and economic factors to inform sales strategies and positioning of FactSet.
  • Collaborate with the Product Development Group so development reflects industry and client direction, guide prioritization based on client feedback, and submit RPDs promptly after visits to pass feedback to Product Development.

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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