Sales Specialist, Factset
More information about location
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
More information about location
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- This opportunity requires a candidate who has delivered excellent sales results, developed and closed large revenue deals and built relationships with large & strategic clients
- The successful candidate will need to demonstrate a deep and broad knowledge of buy side front office trading and execution workflows, market structure across asset classes, competing and complementary technology solutions available in the market
- Minimum of 8+ years of professional experience, with at least 6 years in a high-paced sales environment, focused on trading platforms and services
- Ability to build relationships with FactSet executives and CXOs of clients and prospects
- Strong communication and interpersonal skills; ability to inspire confidence and maintain composure in stressful situations
- Broad and up-to-date knowledge of the financial technology industry including trends and market demands
- Entrepreneurial & strong sense of initiative
- Strong focus on capturing industry trends and competitors landscape
- Solid negotiation skills for mutually beneficial solutions while maximizing revenue
- Experience with Trading Solutions
- Willingness to travel
- Bachelors Degree in related field
Desirable
- Academic background in an analytical field (finance, economics, mathematics/statistics, computer science)
- Understanding of Trading and Compliance workflows
What the job involves
- Join FactSet's Trading Sales group as an experienced Sales Specialist to be a part of our expanding sales team
- This role offers you the unique opportunity to drive sales of our trading solutions with a focus on enhancing existing accounts and acquiring new clients
- You will strive to increase FactSet’s visibility in the buy-side trading landscape, across institutional asset managers, wealth managers and hedge funds by utilizing their network and track record
- Become a subject matter expert ("SME") in workflows centered around these product lines:
- FactSet’s LiquidityBook OMS, inclusive of compliance and EMS capabilities
- FactSet’s FIX network
- FactSet’s LiquidityBook IBOR, Shadow NAV, and accounting capabilities
- FactSet’s integrated offering for research, data, and analytics
- Work through sales cycles with various buy-side client types, including hedge funds, institutional asset managers, and wealth managers. This includes:
- Sourcing and qualifying new leads
- Leading in-depth demos
- Executing evaluations and proof of concepts (POCs)
- Handling deal negotiations to achieve optimal outcomes for FactSet
- Collaborating with internal stakeholders on deal structures and close strategies
- Providing guidance on workflow implementation and ASV retention
- Additional responsibilities include:
- Building strong rapport with key client decision-makers
- Educating non-SME sales generalists about our toolset
- Sharing best practices within the FactSet sales organization
- Collaborating with Product Development/Strategy teams
- Engaging in continuous territory development and growth
- Representing FactSet at industry conferences and symposiums
- Mentoring team members
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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