FactSet

Sales Specialist - Pricing & Reference Data

FactSet$152K — $190K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required, preferably in business, finance or technology.
  • Minimum of 6 years of sales experience with proven results.
  • Strong understanding of Security Reference and Benchmark workflows across various financial institutions.
  • Extensive network of key client contacts within the industry.
  • Self-starter with an entrepreneurial approach to challenges.
  • Ability to build rapport with C-suite and senior decision makers.
  • Understanding of competitive landscape and ability to highlight FactSet's advantages.

Responsibilities

  • Drive business growth by achieving sales goals through direct prospecting.
  • Collaborate on opportunities to manage the sales process from solution design to deal closure.
  • Work with sales teams to position products effectively in various regions.
  • Create and execute territory and client business/sales plans.
  • Gather and share feedback to influence product development priorities.
  • Refine sales pitch and support the broader sales force with necessary materials.
  • Maintain relationships with clients and colleagues through regular interaction.

Benefits

  • Hybrid working environment allowing flexibility.
  • Opportunities for professional development and growth.
  • Involvement in a diverse and inclusive workplace culture.
  • Access to tools and resources that support success in sales.
Full Job Description
The role of the Senior Sales Specialist for Pricing & Reference Data, is to develop Pricing and Reference data opportunities with our America's prospects and existing FactSet clients. Our prospects list includes Investment Management, Investment Banks, Hedge Funds and Wealth Management firms. The role will focus on scaling our Pricing and Reference data feed business and will involve/own all aspects of the sale from lead generation, sales pitch, to close. You will work closely in partnership with the New Business team and also call on existing clients. You will be adept at conversation while also having the knowledge and skillset to match prospects' investment workflow needs with FactSet solutions, self-motivated, technology tools adept and KPI driven. Key Responsibilities include: • Drive business growth for both products by achieving sales goals through direct prospecting efforts and partnering with General Sales. • Work closely on all opportunities helping in progressing the opportunities which will include Coverage Check, Solution design and commercials to close deals • Work with the Buyside, Sell-side and EGP sales organization to ensure regional specialty product sales team understands how to position new products appropriately in each region. • Put together business/sales plan for your territory, clients and execute on sales campaigns. • Synthesize and share specific feedback to drive priorities on product development and enhancements. • Refine FactSet's sales pitch and help empower the broader FactSet sales force with the information, collateral & client references needed to ensure high quality meetings with Middle and Back office professionals. • Interact frequently with client and colleagues to develop and maintain relationships, either virtual or in person. Key Requirements: • Bachelor's degree required (concentration in business, finance or technology preferred). • Minimum of 6 years of experience with strong record of accomplishment of delivering sales results at individual level. • Clear & extensive understanding of Security Reference and Benchmark workflows across multiple firm-types. • Must have extensive network of key client contacts. • Self-starter with proven record of bringing an energetic and entrepreneurial mindset to initiatives and teams. • Rapport-building skills with C-suite and senior-level decision makers as well as broader sales and consulting stakeholders. • Understanding of competitive landscape and ability to represent the differentiated advantage of FactSet's offering vis-a-vis our competitors. • Ability to lead with inspiration and generate an inclusive culture with a focus on Diversity & Equity where individuals and teams are driven to win. Job location: Boston, New York and Norwalk 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 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 the States of Connecticut and New York City is $152,000 - $190,000

About FactSet

FactSet Research Systems Inc. provides integrated financial information and analytical applications to the investment community in the United States, Europe, and the Asia Pacific. The company delivers insight and information to investment professionals through its analytics, services, contents, and technologies. Its applications suite offers tools and resources, including company and industry analyses, full screening tools, portfolio analysis, risk profiles, alpha-testing, portfolio optimization, and research management solutions. The company was founded in 1978 and is headquartered in Norwalk, Connecticut.
Learn more about FactSet
Size
10,691 employees
Market Cap
$15 billion
Industry
Net Income
$380.1 million
Founded
1978
5 Year Trend
+8.6%
Revenue
$1.5 billion
NASDAQ

Similar Jobs

More Jobs at FactSet

More Finance & Insurance Jobs

Find similar Sales Specialist - Pricing & Reference Data jobs: