Business Development Representative, Factset
+ Discounted employee stock purchase program
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
+ Discounted employee stock purchase program
1001+ employees
Company mission
To help investment professionals throughout the world by providing analytical insight from raw financial data.
Role
Who you are
- Bachelor’s degree in Finance or an equivalent qualification
- Over 3 years of experience in the financial services sector, with at least half in sales, including selling multiple solutions
- Excellent communication and interpersonal abilities
- Demonstrated creative problem-solving skills and strong technological proficiency
- High energy levels and a self-driven attitude to succeed within a sales-driven environment
- Familiarity with FactSet or its competitors is an asset in this role
What the job involves
- Our New Business Team cultivates opportunities for FactSet’s short sales cycle product suites
- As a Business Development Representative, you will find and screen potential clients who could benefit from FactSet’s offerings
- You will speak with a variety of financial institutions, including Corporates, Investment Banks, Private Equity/Venture Capital firms, Hedge Funds, and Wealth Management firms, and advise on customized solutions that could fit into the prospects’ investment workflows and needs
- An ideal Business Development Representative will have a strong understanding of the financial landscape and will excel at researching leads, starting new relationships, and showcasing FactSet in a compelling way
- Employ tools such as SalesForce, Zoominfo, and Navigator, along with outbound cold calling and email strategies, to create new sales opportunities
- Actively pursue new business opportunities within the market by generating leads, building robust relationships with prospects, and identifying new sales channels
- Deliver valuable information to prospects, assess their needs, and recommend suitable FactSet solutions
- Oversee and maintain a pipeline of interested prospects while collaborating with sales representatives to determine next steps
- Facilitate product demonstrations, manage trial periods, and secure new business deals
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
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 values
- Future-Focused: We lead with curiosity, ask thoughtful questions, and make smart decisions to stay ahead
- Always Inclusive: We foster a diverse and inclusive community by listening to each other because we know the best ideas can come from anyone, anywhere, at any time
- Client-Centric: We serve as an extension of our clients' teams and go above and beyond to help reach their goals
- Tenacious: We strive to learn and do better every day, helping our clients, our communities, and each other grow
- Solution-Driven: We have a bias for action and measure our success based on what the impac tthat we make
Company HQ
Norwalk, CT
Articles
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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