Senior Sales Specialist (Performance Solutions)

Posted 9 Days Ago
Be an Early Applicant
2 Locations
In-Office
145K-180K Annually
Senior level
Aerospace • Big Data • Fintech • Software • Analytics
The Role
Generate and convert sales pipeline for FactSet Performance Solutions across buy-side and wealth clients. Qualify opportunities, conduct tailored product demonstrations, support pilots and proofs of concept, coordinate pricing and implementation, and collaborate with sales, product, engineering, consulting, and leadership teams. Maintain market expertise, build client relationships, report opportunity status, provide product feedback, and contribute to mentoring, training, campaigns, and product strategy.
Summary Generated by Built In

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.  


Your Team's Impact: 

America's Analytics team are seeking a Senior Sales Specialist (Performance Solutions) to focus on generating and converting sales pipeline for FactSet Performance Solutions across Buy Side & Wealth clients in the Americas region. The Senior Sales Specialist is responsible for driving the assessment and qualification of Performance products and services to prospective buyers and will work alongside the existing Product Specialist Teams. This also includes the provision of sales support via demonstrations, pilots, proofs of concept, discussions and coordination of activities with FactSet’s sales staff and leadership. 

What You’ll Do: 

  • Maintain a thorough understanding of the performance market, and how the competitive landscape affects the market. 

  • Understand client types and user workflows with the goal of identifying areas of potential growth, and then execute on those opportunities through client engagement and commercial discussions, e.g. Wealth Management, Institutional Asset Management, etc. 

  • Design tailored product demonstrations to highlight the value add of our performance solution to meet specific investment management needs. 

  • Partner with multiple stakeholders such as generalist sales team, analytics specialists, sales engineering and consultants to run sales engagements including pricing of contracts & coordination with implementation, etc. 

  • Share insights from client interactions to help shape product strategy and future  
    development 

  • Seek out additional ways to make an impact such as mentoring others, involvement in training, running campaigns and proactively engage with product strategy and development for new ideas, bugs as well as product improvements. 

  • Report the current state of opportunities to senior management on a regular basis 

  • Build & expand strong relationships across an international network of individuals at varying levels of the organization, including Product Development, Implementation, etc. as well as outside amongst clients and prospects. 

What We're Looking For: 

  • At least 10 years experience in a sales and/or client facing role with a strong record and good understanding of customer needs and building effective relationships. 

  • Some experience of the Middle Office and the Performance workflow, with previous exposure to systems such as B-One, Eagle or StatPro a real plus. 

  • Self-starter with a proven ability to excel in a collaborative team environment. 

  • Interpersonal skills along with verbal and written communication skills required to build relationships and interface with key stakeholders at all levels of the business 

  • Strong organizational and presentation skills. 

  • Strong time management skills including the ability to manage multiple projects in parallel. 

  • Strong problem solving/analytical skills. 

  • Willingness to learn new trends and aware of industry changes 

  • Willingness to travel 

  • Degree in Finance, Economics, Mathematics or a related field; CFA qualifications desirable 

Job location: Boston and New York

Working Environment: Hybrid

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

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: 

  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.

  • 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 company-wide 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 and sustainability, where collaboration is always encouraged, and individuality drives solutions. 

  • Career progression planning with dedicated time each month for learning and development. 

  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging. 

Learn more about our benefits here. 

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. 

The budgeted amount range for this position in New York City is $145,000 - $180,000

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 race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify 

Skills Required

  • At least 10 years of experience in sales and/or client-facing roles
  • Experience with the middle office and performance workflow
  • Experience with systems such as B-One, Eagle, or StatPro
  • Proven ability to excel in a collaborative team environment
  • Strong interpersonal, verbal, and written communication skills
  • Strong organizational and presentation skills
  • Strong time management skills, including managing multiple projects in parallel
  • Strong problem-solving and analytical skills
  • Willingness to learn new trends and industry changes
  • Willingness to travel
  • Degree in Finance, Economics, Mathematics, or a related field
  • CFA qualification
  • Legally authorized to work in the United States without current or future employer sponsorship

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Norwalk, CT
10,310 Employees
Year Founded: 1978

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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