Sales Representative – Dealmakers and Wealth

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.

The Sales Representative will drive sales targets to increase net revenues within existing accounts, retain existing revenue, meet potential new users, build relationships with existing key users and main contacts, and assist with the new business process.

Job Description Summary:

This is a sales generalist role for the Hong Kong Sell Side, Wealth, Private Equity and Corporates team - currently $6M in ASV. This Sales Representative will partner with the Sales Director on the account to help drive sales targets, retain existing revenue, meet potential new users, build relationships with existing key stakeholders, as well as assist with the sales process.

This is an exciting opportunity to move into a Sales generalist role in a fast paced, high growth, innovative and demanding client environment working on our largest and most complex clients. The role is based in Hong Kong.

What You’ll Do:

• Maintain the Account Plan and understand where pockets of opportunity are for new products and users in collaboration with all stakeholders in the Account.
• Use client and industry relationships to identify new business needs and sales opportunities; diligently maintain our internal systems (Orders, salesforce) required to manage the pipeline of sales and accurate users/contact lists.
• Closely collaborate with Specialty Sales and Client Solutions to develop and execute a strategy to maximize client satisfaction and retention, actively working with consultants to manage trial process.
• 50% Proactively pursue new business opportunities by prospecting and closing deals, 50% maintaining and growing relationships with existing accounts.
• Meet with the client on a regular basis to become knowledgeable about the client’s internal business areas, architecture, operations, and applications in order to manage expectations and develop trust/commitment with key decision makers; map the client and understand where our current opportunities and threats are.
• Develop a universal knowledge of the FactSet platform to facilitate product demonstrations to new and existing clients; utilize FactSet SMEs to demonstrate detailed FactSet product capabilities; build product knowledge and understand how our clients work by going on as many meetings as possible. Leverage internal resources to learn and develop.
• Maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form sales strategies; Use current events and changes in the industry to capitalize on how FactSet should be positioned.
• Collaborate with Product Development Group to ensure development reflects industry /client direction and provide guidance to the prioritization process based on client feedback. File timely RPD’s after visits to ensure feedback is passed back to PD.

What We're Looking For:

• Education: Bachelor’s degree in finance, economics, business administration or similar field.
• 5 years overall industry experiences, with 2 years minimum in a Sales role.
• Broad and up-to-date knowledge of the financial technology industry including trends and market demands in order to understand the industry, our clients and their workflow.
• Proven ability to identify sales opportunities with new and existing clients to find more ASV.
• Collaborative team player with a strong sense for creating a positive customer experience to clients.
• Enthusiasm, desire and a strong sense of initiative as a self-starter.
• Strong communication and interpersonal skills.
• Ability to inspire confidence and maintain composure in stressful situations.

Company Overview:

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.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.