OMS Business Development, Factset
$68-85k
More information about location
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
$68-85k
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
- 2-3 years of professional experience,
- Proven experience in a sales role within the financial technology sector
- Exceptional communication and interpersonal skills
- Demonstrated ability to build and nurture customer relationships
- Strong organizational skills with attention to detail
- Self-motivated with the ability to work independently and as part of a team
- Bachelors Degree in related field or equivalent work experience
What the job involves
- Serve as the primary point of contact for existing clients, ensuring a high level of customer satisfaction and retention
- Conduct regular check-ins and account reviews to identify upselling and cross-selling opportunities
- Address client inquiries and provide timely solutions, liaising with internal teams when necessary
- Identify and qualify potential new clients through research, networking, and outreach efforts
- Develop and implement strategic sales plans to drive the adoption of LiquidityBook POEMS in target markets
- Proactively reach out to prospects through phone calls, emails, and virtual demonstrations
- Present LiquidityBook POEMS features and benefits to prospective clients, customizing pitches to align with client needs
- Collaborate with the marketing team to create compelling sales materials and campaigns
- Maintain a pipeline of prospects and consistently update records in the CRM system
- Maintain a deep understanding of LiquidityBook POEMS and stay informed about industry trends and competitor offerings
- Conduct product demonstrations and training sessions to elucidate system capabilities and advantages
- Track sales metrics and KPIs, providing regular reports to management on sales activities and outcomes
- Participate in team meetings and contribute insights for enhancing sales strategies and approach
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 3 more jobs at Factset