Client Solutions Associate - Data Platforms & APIs

FactSet Research Systems Inc.; San Francisco, Boston (CA, MA); Hybrid; USD 70,000 - 76,000; Full time

Job summary

FactSet Research Systems Inc. in San Francisco, CA, is seeking a Client Solutions Associate to promote product usage and adoption across financial clients. You will build relationships with data and technology leaders, understand their objectives, and tailor workflows using FactSet data products.

You will train clients, surface feedback to Product Development, and advocate for client needs, while expanding your knowledge of finance and technology in a dynamic, hybrid environment.

Qualifications

• Bachelor’s Degree Conferred by January 2027
• Proficiency at learning, using, and applying new technology
• Exceptional verbal and written communication skills
• Comfort with APIs, data pipelines, or scripting languages (Python, R, SQL) highly valued
• Ability to build relationships and collaborate across cross-functional teams

Responsibilities

• Partner with clients to understand their business and technical processes, and provide tailored solutions using FactSet’s data products.
• Provide guidance on FactSet data solutions and increase adoption of FactSet APIs, datafeeds, and cloud services.
• Plan and lead product trainings, feedback sessions, and business reviews.

Skills

APIs

Data pipelines

Scripting languages

Education

Bachelor’s Degree

Job description

FactSet Research Systems Inc. in San Francisco, CA, is seeking a Client Solutions Associate to promote product usage and adoption across financial clients. You will build relationships with data and technology leaders, understand their objectives, and tailor workflows using FactSet data products.

You will train clients, surface feedback to Product Development, and advocate for client needs, while expanding your knowledge of finance and technology in a dynamic, hybrid environment.