FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
The Security Reference and Benchmark Sales Specialist role reflects FactSet’s conviction in approaching our clients with a deep understanding of their business models and workflows to accelerate our own growth with those in the middle and back-office supporting Security Reference (SecRef), Pricing and Benchmark Solutions. In this role, you will partner with Sales Generalists, Sales Specialists, Client Services and the Product organization. The role will focus on the unique workflow and use-case needs of the various firm types across FactSet’s core markets that comprise our global addressable markets. You will focus on new business sales for these emerging solutions targeted to a $1 Billion market, providing strong ASV growth potential.
What You'll Do
Drive business growth for both products by achieving sales goals through direct prospecting efforts and partnering with General Sales with a primary focus on new business sales.
Work closely on all opportunities helping in progressing the opportunities which will include coverage check, solution design, commercial framework and negotiations to close deals.
Work with the Buyside, Sell-side and EGP sales organization to ensure regional specialty product sales team understands how to position new products appropriately in each region.
Put together business/sales plan for your territory, clients and execute on sales campaigns.
Synthesize and share specific feedback to drive priorities on product development and enhancements.
Refine FactSet’s sales pitch and help empower the broader FactSet sales force with the information, collateral & client references needed to ensure high quality meetings with Middle and Back-office professionals.
Interact frequently with client and colleagues to develop and maintain relationships, either virtual or in person.
What We're Looking For
6+ years of client-facing sales experience with a proven track record of exceeding quota in complex, consultative deals; must have experience selling into financial institutions; experience with cloud data platforms, data feeds/APIs, or enterprise SaaS is preferred; strong individual sales performance and familiarity with Security Reference and Benchmark workflows across various firm types is essential
Are you a self-starter, brimming with energy and an entrepreneurial spirit ? We want you on our team ! Your agility in building rapport with C-suite and senior-level decision-makers, sales associates, and consulting stakeholders will be invaluable to us.
Your comprehension of the competitive landscape will equip you to highlight the unique aspects of FactSet's services, setting us apart from our competitors.
Above all, we're seeking a leader who inspires. Someone who can foster an inclusive culture that promotes diversity, equality, and a winning spirit. If you see yourself fitting into these shoes, we would love to hear from you.
Bachelor's or Master's degree required
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
Contributing to a firm with over 40 years of consecutive growth, named a Best Place to Work by Glassdoor and led by a top-rated CEO Talent Champion.
Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and companywide wellness days.
Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
A global community dedicated to volunteerism, sustainability, and inclusivity, where collaboration is always encouraged, and individuality drives solutions.
Career progression plans with dedicated time each month for learning and development.
Employee-led Business Resource Groups that align with our DE&I strategy and are wholly supported by Executive Management.
Learn more about our benefits here.
Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.
Company Overview:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
Skills Required
- 6+ years of client-facing sales experience with proven track record of exceeding quota in complex, consultative deals
- Experience selling into financial institutions (buy-side, sell-side, wealth, private equity)
- Familiarity with Security Reference and Benchmark workflows across various firm types
- Experience with cloud data platforms, data feeds/APIs, or enterprise SaaS
- Proven ability to engage and build rapport with C-suite and senior-level decision-makers
- Experience in solution design, commercial framework development, and deal negotiations to close complex sales
- Ability to create and execute territory business/sales plans and campaigns
- Bachelor's or Master's degree
Factset Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Factset and has not been reviewed or approved by Factset.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental/vision in some descriptions, and life and disability insurance. Company-wide wellness days and region-specific add-ons (e.g., Vitality PMI, Bupa dental, Health Shield cashback) further reinforce a strong health-and-wellbeing offering.
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Retirement Support — Retirement savings support is consistently included as part of the core package through retirement savings plans. The presence of these programs is framed as a meaningful component of total rewards beyond base salary.
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Equity Value & Accessibility — An employee stock purchase program is highlighted as a standard part of the total rewards package. This provides a pathway to share ownership alongside cash compensation.
Factset Insights
What We Do
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
