Client Implementation & Support Specialist, Factset

$80-100k

The listed salary is applicable to NY candidates and may vary for other locations

Excel

Junior and Mid level

Boston

New York

Business data & analytics for finance

Be an early applicant

Business data & analytics for finance

1001+ employees

B2BInvestingAnalyticsFinancial Services

Be an early applicant

$80-100k

The listed salary is applicable to NY candidates and may vary for other locations

Excel

Junior and Mid level

Boston

New York

1001+ employees

B2BInvestingAnalyticsFinancial Services

Company mission

To provide access to connected financial data, next-gen AI tools, and dedicated support to help clients see more, think bigger, and do their best work.

Job

Company

Role

Who you are

2+ years of hands-on experience with client-facing teams within financial services
Deep experience with FactSet’s product offerings and Microsoft Excel
Strong communication, analytical and reasoning skills
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 the job involves

The Dealmakers and Wealth Implementation and Professional Services team is seeking an experienced professional with expertise in implementation and support to join our newly constructed and innovative team
Members in this position will play a key role in helping FactSet monetize its multi-year investment in our Deep Sector strategy
This is an exciting and unique growth opportunity to develop expertise in a highly specialized content area
You will work closely with our various Data Solutions teams to help our clients use FactSet’s Deep Sector and Industry-specific Fundamentals data in their day-to-day workflows, win market share against competitors and further ensure that FactSet is the provider of choice for Industry-specific analysis
Review and convert client Financial Excel models using FactSet’s Deep Sector data
Partner with strategic clients and prospects to become a trusted resource during trials, implementations, and other strategic engagements
Own the end-to-end workflow conversion process across Deep Sector-related engagements and opportunities
Contribute to the development of our Deep Sector offering by relaying granular product-specific feedback, feature requests and opportunities for differentiation that is grounded in real client experience

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

Glassdoor (4)

Company

Funding (1 round)

May 2003

$0.2m

SEED

Total funding: $0.2m

Company HQ

Norwalk, CT

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