Customer Success Manager, Factset
Capital Markets
+ Employee stock purchase program
Office located in Bay Street, ON
Business data & analytics for finance
Open for applications
Business data & analytics for finance
1001+ employees
Open for applications
+ Employee stock purchase program
Office located in Bay Street, ON
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- Bachelors Degree required
- 3-5+ years of experience in customer success as a quota-carrying independent contributor role
- A passion to drive the business forward via expansion and retention revenue (NRR)
- The ability to build strong relationships with customers, understanding & anticipating their needs while understanding their pains
- High energy with a hands-on approach combined with the capacity to think strategically in a fast-paced, dynamic environment is required
- Outstanding persuasive verbal and written communication skills are required
Desirable
- Experience in either an investor relations role at a public company, investor relations consulting role developing and executing an IR strategy, corporate access, sales & trading or CS/Sales of a capital markets-related technology products
- Experience using investor relations and financial data platforms for investor targeting, shareholder monitoring, activity tracking, and financial reporting/modeling
What the job involves
- Irwin, a FactSet company, is a leading provider of capital markets-focused financial technology with a mission to seamlessly connect the world’s capital seekers and allocators to make them more productive, innovative, and successful
- Our flagship product, Irwin, is a software platform used by investor relations and investment banking professionals all over the world
- In October 2024, Irwin joined FactSet, enhancing FactSet’s offering with its advanced investor relations solution
- You'll build relationships with current clients and help them maximize their use of Irwin
- Growing and retaining our customer base through value-adds and trusted advisorship
- Onboard our customers successfully, making them masters of the Irwin platform
- Constantly communicating with customers to deliver value and inform them on new product releases
- Work cross functionally within the company to communicate with all stakeholders in customers' success
- Manage all reporting about the health of customers' accounts
- Identifying opportunities or issues within the product based on customer feedback and empowering the product team with this information
- This role reports directly to the Director and Vice President of Customer Success
Our take
FactSet is an S&P 500 company creating flexible, open data solutions for investment professionals around the globe. The company was founded at the end of the 1970s, when the prominence of computers spurred the founders to find a way to deliver computer-based financial information. In doing so, FactSet revolutionized the delivery of this data to clients, which had previously been by messenger and on paper.
Investors use FactSet to access instant financial data and analytics that educate their investment decisions. In 2022, FactSet for CRM launched on the Salesforce AppExchange; reaching users looking to get a complete, reliable view of current and prospective customers. As it has grown, the company has continuously responded to changes in the market, and innovated its operations.
As part of the company’s efforts to help clients modernize and improve their market data technology, FactSet partnered with data and analytics company BMLL to offer order book history and analytics in the cloud. The company has also made steps into the cryptocurrency space by collaborating with Coin Metrics, integrating Coin Metrics’ digital assets data into its solutions, whilst embarking on a series of strategic fintech acquisitions over 2023 and 24.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
11% employee growth in 12 months
Company
Funding (1 round)
May 2003
$0.2m
SEED
Total funding: $0.2m
Company benefits
- A competitive package offering generous paid time off for personal, vacation, parental, and medical leave.
- Comprehensive health coverage for employees and their families, at little or no cost to employees.
- Discounted services at gyms and wellness facilities.
- Free working lunch in the office Monday through Thursday.
- A social community involved in sports, charities, and in-office events.
- Certification reimbursement for eligible expenses related to the CFA, IPM, CAIA, and FRM exams.
Company HQ
Norwalk, CT
Leadership
Phil Snow
(CEO)Has worked at FactSet since 1996, including in various leadership roles within Global Content Sales and Americas Sales.
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