Senior Sales Specialist (Performance Solutions)
Senior Account Executive role at FactSet. 2 Locations · full-time · $145,000–$180,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and convert Performance Solutions pipeline with buy-side and wealth clients across the Americas
- Qualify prospects through tailored demonstrations, pilots, proofs of concept, and commercial discussions
- Coordinate sales engagements with generalist sales, analytics, engineering, consulting, and implementation teams
- Update senior leaders on opportunity progress and turn client feedback into product direction
- Strengthen internal and client relationships while contributing to mentoring, training, campaigns, and product improvements
What you bring
- Bring at least ten years in sales or client-facing work, with a strong record of serving customer needs
- Understand middle-office and performance workflows; B-One, Eagle, or StatPro experience is a plus
- Communicate clearly, present effectively, stay organized, and manage multiple projects in parallel
- Apply analytical problem-solving, learn new trends, and work independently within a collaborative team
- Hold a degree in finance, economics, mathematics, or a related field; CFA credentials are desirable
Who this fits
You’ll suit this role if you can sell performance solutions to buy-side and wealth clients while working across product, sales, and implementation groups. The role is hybrid and based in Boston or New York, with travel required. For U.S. employment, you must have authorization to work without current or future employer sponsorship.
From the employer
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; CFA qualifications desirable
Job location: Boston and New York
Working Environment: Hybrid
For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
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.
Learn more about our benefits here.
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
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 race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
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