Senior Account Executive, Factset
$98-115k
Salary is relevant for NYC applicants and may vary if applying elsewhere
Business data & analytics for finance
Be an early applicant
Business data & analytics for finance
1001+ employees
Be an early applicant
$98-115k
Salary is relevant for NYC applicants and may vary if applying elsewhere
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
- 4+ years of SAAS closing experience (could be B2C or B2B)
- Experience with business development and/or lead generation, either in a full cycle environment or as a BDR/SDR
- In depth knowledge of modern sales tools and methodologies
- Experience with value and consultative selling
- Experience with competitive displacements
- Possess high levels of organization, grit, humility, and accountability
- Familiarity with modern selling tools including Hubspot or Salesforce, Gong, ZoomInfo, Sales Navigator, etc
- Experience in finance or capital markets, a plus
What the job involves
- We are currently looking for a Senior Account Executive to join our team to help us further establish Irwin as a leader in the Investor Relations Software market. If you're eager to make an impact, learn, develop, and collaborate, we want to talk to you!
- Guide Investor Relations Managers through the buying journey to determine if Irwin is the optimal platform for their needs
- Manage discovery calls, product demonstrations, pricing/ negotiations, legal/IT, and procurement discussions
- Collaborate effectively with various departments, including the business development, marketing, client success, and product teams
- Conduct successful trial training sessions with prospective clients
- Participate in the initial onboarding call with the client success team after closing a sale
- Provide customer and prospect feedback for consideration in product development
- Accurately forecast opportunities and log activities in HubSpot
- Attend industry conferences as required
- This role reports directly to the VP, Head of Sales at Irwin
Application process
- Screening & Resume Review: Evaluate all resumes and responses
- Initial Interview (30 min): Meet with our TA team to discuss your motivators and align on role specifics
- Second Interview (30-45 min): Interview with VP, Head of Sales, to assess your skills and fit
- Third Interview (30 min): Interview with Co-Head of Irwin
- Final Presentation: Prepare and present to a panel to showcase your expertise and alignment with Irwin
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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