Sales Specialist - Financial Institutions

S&P Global Inc.; Greater London, City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services company in the UK is seeking a Sales Specialist for its Financial Institutions team. In this role, you will drive business development and client engagement across sectors like Banks and Insurance, utilizing advanced sales technology to enhance client relations. Ideal candidates will have proven experience in consultative sales, strategic thinking, and the ability to engage with stakeholders effectively. This position offers competitive benefits and a supportive work environment.

Benefits

Health & Wellness benefits

Flexible time off

Continuous learning opportunities

Competitive pay and retirement planning

Family-friendly perks

Retail discounts

Qualifications

• Experienced in consultative sales and/or account management within Financial Institutions.
• Proficient in the use of commercial technology tools like SalesLoft for sales engagement.
• Excellent communicators who can engage diverse client segments.

Responsibilities

• Implementing strategic business development initiatives to attract new clients.
• Utilizing commercial technology tools to streamline outreach and optimize sales processes.
• Maintaining and nurturing customer relationships to promote growth and satisfaction.

Skills

Consultative sales

Account management

Proficient with SalesLoft

Strong communication

Strategic thinking

Relationship management

Analytical skills

Tools

SalesLoft

Job description

Sales Specialist, Financial Institutions

As a Sales Specialist within our dynamic Financial Institutions team, you will play a critical role in business development and client engagement across segments like Banks, Insurance, Private Equity, and Investment Management. You will leverage both strategic sales techniques and cutting-edge sales technology tools like SalesLoft to drive growth and client success.

Key Responsibilities

• Implementing strategic business development initiatives to attract new clients and named accounts within Financial Institutions, focusing on Banks, Insurance, Private Equity, and Investment Management for Capital IQ products and solutions such as Desktop, Feeds, and Sustainability.
• Utilizing commercial technology tools like SalesLoft to streamline outreach, track client engagement, and optimize sales processes.
• Expanding our product reach within the existing client portfolio, leveraging both traditional and innovative sales strategies.
• Maintaining and nurturing customer relationships to promote growth, client retention, and satisfaction.
• Driving portfolio growth through strategic renewals and expansion of customer agreements, informed by data-driven insights.
• Identifying upsell and cross-sell opportunities within each segment of your portfolio using analytical tools and market intelligence.
• Championing extensive product usage within each account, ensuring clients fully leverage our solutions for maximum benefit.

Qualifications

• Experienced in consultative sales and/or account management within the Financial Institutions sector, with a proven track record in business development.
• Proficient in the use of commercial technology tools like SalesLoft for sales engagement, pipeline management, and performance analytics.
• Excellent communicators with the ability to effectively engage diverse client segments in the Financial Institutions sector.
• Strategic thinkers who can manage multiple projects simultaneously, maintaining focus and effectiveness under pressure.
• Confident in liaising with senior stakeholders and decision-makers across various segments of Financial Institutions.
• Curious and innovative, constantly seeking new methods and technologies to improve sales processes and client engagement.
• Advancing Essential Intelligence.

Our People & Commitment to Trust

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

We’re more than 35,000 strong worldwide – we understand nuance while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it, we are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values: Integrity, Discovery, Partnership. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

We take care of you, so you can take care of business

We care about our people. That’s why we provide everything you – and your career – need to thrive at S&P Global. Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, with some best-in-class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards – small perks can make a big difference.