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 Sales Specialist - Data Solutions Sales (DSS) will drive enterprise data sales by building strong relationships with key stakeholders and providing consultative sales expertise around FactSet's Content & Off-Platform Technology solutions. This role requires deep subject matter expertise in FactSet's Data Solutions and the ability to develop data sales across Buy / Sell side clients and Strategic Partners and Alliances (SP&A). The specialist will partner with Generalist Sales, Client Services, Product and Implementation Teams to accelerate growth across client ecosystems.
Responsibilities:
- 20% Use 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
- Map our clients and understand where pockets of deployment opportunity are for new products and users
- 20% Develop a compelling message, value proposition/proposals, and potential solutions to garner positive and ongoing attention from existing and new client decision makers
- 20% Work with Generalist Sales, Implementation, Consulting and PD to develop and execute strategies to maximize client satisfaction and retention
- Partner to build internal relationships and drive deployment
- 15% Become knowledgeable about the client’s internal business areas, architecture, operations, and applications in order to manage expectations and develop trust/commitment with key decision makers
- 15% You are the SME for FactSet's Data Solutions and maintain detailed knowledge of the financial data and technology needed to develop client workflows and operations.
- 10% Maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form sales strategies Use current events and changes int eh industry to capitalize on how FactSet should be positioned
- 10% Deliver FactSet education/training sessions to clients, prospects and internal audiences. Understand who you are presenting to and learn to identify and qualify sales opportunities through education and training.
- 10% Collaborate with Product Development (PD) to ensure development reflects industry and regional nuances. Provide guidance to the prioritization process based on client feedback. File timely RPD’s after visits to ensure feedback is passed back to PD
Required Skills:
- Education: Bachelor’s degree in finance, MIS, economics, accounting, business administration, mathematics or similar field.
- CFA preferred.
- 5 years in client facing role, preferably as a FactSet Consultant and/or an Account Exec.
- Strong technical skills, a consultative mindset and deep FactSet product knowledge.
- Broad and up-to-date knowledge of the financial technology industry including trends and market demands
- Proven ability to identify sales opportunities with new and existing clients and think strategically about pricing and deal closure
- Collaborative team player with a strong sense for creating a positive customer experience to clients Enthusiasm, desire and a strong sense of initiative as a self-starter
- Strong communication and interpersonal skills
- ability to inspire confidence and maintain composure in stressful situations
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
- Bachelor’s degree in finance, MIS, economics, accounting, business administration, mathematics, or a related field
- Five years of experience in a client-facing role, preferably as a FactSet Consultant or Account Executive
- Strong technical skills and a consultative mindset
- Deep knowledge of FactSet products and Data Solutions
- Broad, current knowledge of the financial technology industry, trends, and market demands
- Proven ability to identify sales opportunities with new and existing clients
- Strategic thinking about pricing and deal closure
- Strong communication and interpersonal skills
- Ability to collaborate effectively and create a positive customer experience
- Ability to inspire confidence and maintain composure in stressful situations
- CFA designation
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.
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