Senior Sales Specialist (Performance Solutions)

10000 FactSet Research Systems Inc.; New York (NY); Hybrid; USD 145,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Retirement savings plan

Employee stock purchase program

Paid time off

Family leave

Wellness days

Job summary

FactSet Research Systems Inc. seeks a Senior Sales Specialist (Performance Solutions) to drive the assessment and qualification of Performance products across the Americas. You will conduct tailored product demonstrations, pilots, and proofs of concept in collaboration with sales leadership and analytics teams.

Based in Boston or New York, the role requires at least 10 years in sales, excellent communication, and travel willingness. Hybrid work arrangement with a competitive compensation package.

Qualifications

• 10+ years in a sales/client-facing role with a strong track record.
• Exposure to Middle Office and Performance workflow (B-One/Eagle/StatPro a plus).
• Degree in Finance, Economics, Mathematics or related field; CFA desirable.

Responsibilities

• Maintain thorough understanding of the performance market and competitive landscape.
• Identify growth opportunities by understanding client types and workflows; engage in commercial discussions.
• Design tailored product demonstrations to highlight value of performance solutions.
• Collaborate with sales, analytics, and consultants to run engagements and price contracts.
• Share client insights to influence product strategy and development.
• Mentor others, contribute to training, and support product improvements.
• Report opportunity status to senior management regularly.
• Build relationships across an international network of stakeholders and clients.

Skills

Sales experience

Client facing

Relationship building

Communication skills

Presentation skills

Time management

Collaboration

Mentoring

Travel readiness

Strategic thinking

Education

Finance/Economics/Mathematics degree

CFA desirable

Tools

B-One

Eagle

StatPro

Job description

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Your Team's Impact

America's Analytics team are seeking a Senior Sales Specialist (Performance Solutions) to focus on generating and converting sales pipeline for FactSet Performance Solutions across Buy Side & Wealth clients in the Americas region. The Senior Sales Specialist is responsible for driving the assessment and qualification of Performance products and services to prospective buyers and will work alongside the existing Product Specialist Teams. This also includes the provision of sales support via demonstrations, pilots, proofs of concept, discussions and coordination of activities with FactSet's sales staff and leadership.

What You'll Do

• Maintain a thorough understanding of the performance market, and how the competitive landscape affects the market.
• Understand client types and user workflows with the goal of identifying areas of potential growth, and then execute on those opportunities through client engagement and commercial discussions, e.g. Wealth Management, Institutional Asset Management, etc.
• Design tailored product demonstrations to highlight the value add of our performance solution to meet specific investment management needs.
• Partner with multiple stakeholders such as generalist sales team, analytics specialists, sales engineering and consultants to run sales engagements including pricing of contracts & coordination with implementation, etc.
• Share insights from client interactions to help shape product strategy and future development.
• Seek out additional ways to make an impact such as mentoring others, involvement in training, running campaigns and proactively engage with product strategy and development for new ideas, bugs as well as product improvements.
• Report the current state of opportunities to senior management on a regular basis.
• Build & expand strong relationships across an international network of individuals at varying levels of the organization, including Product Development, Implementation, etc. as well as outside amongst clients and prospects.

What We're Looking For

• At least 10 years experience in a sales and/or client facing role with a strong record and good understanding of customer needs and building effective relationships.
• Some experience of the Middle Office and the Performance workflow, with previous exposure to systems such as B-One, Eagle or StatPro a real plus.
• Self-starter with a proven ability to excel in a collaborative team environment.
• Interpersonal skills along with verbal and written communication skills required to build relationships and interface with key stakeholders at all levels of the business.
• Strong organizational and presentation skills.
• Strong time management skills including the ability to manage multiple projects in parallel.
• Strong problem solving/analytical skills.
• Willingness to learn new trends and aware of industry changes.
• Willingness to travel.
• Degree in Finance, Economics, Mathematics or a related field or equivalent experience; CFA qualifications desirable.

Job location

Boston and New York

Working Environment

Hybrid

What's In It For You

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
• Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
• Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
• A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. The budgeted amount range for this position in New York City is $145,000 - $180,000.

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.

FactSet participates in E-Verify

Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law.