Sales Specialist

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.  

FactSet's product suite of smart analytics and unique data empower the world's leading financial service professionals to make more informed decisions every day. At our heart is an inclusive community unified by the spirit of going above and beyond. We continuously look ahead to advance the future and technology of our industry by rolling up our sleeves to solve tough problems together, and by learning from our successes as well as our failures.

Join FactSet's Trading Sales group as an experienced Sales Specialist to be a part of our expanding sales team. This role offers you the unique opportunity to drive sales of our trading solutions with a focus on enhancing existing accounts and acquiring new clients.   You will strive to increase FactSet's visibility in the buy-side trading landscape, across institutional asset managers, wealth managers and hedge funds by utilizing their network and track record.

This opportunity requires a candidate who has delivered excellent sales results, developed and closed large revenue deals and built relationships with large & strategic clients. The successful candidate will need to demonstrate a deep and broad knowledge of buy side front office trading and execution workflows, market structure across asset classes, competing and complementary technology solutions available in the market.

As a Sales Specialist, you will be expected to:

Become a subject matter expert ("SME") in workflows centered around these product lines:

  - FactSet's LiquidityBook OMS, inclusive of compliance and EMS capabilities.

  - FactSet's FIX network.

  - FactSet's LiquidityBook IBOR, Shadow NAV, and accounting capabilities.

  - FactSet's integrated offering for research, data, and analytics.

Work through sales cycles with various buy-side client types, including hedge funds, institutional asset managers, and wealth managers. This includes:

• Sourcing and qualifying new leads.

• Leading in-depth demos.

• Executing evaluations and proof of concepts (POCs).

• Handling deal negotiations to achieve optimal outcomes for FactSet.

• Collaborating with internal stakeholders on deal structures and close strategies.

• Providing guidance on workflow implementation and ASV retention.

Additional responsibilities include:

• Building strong rapport with key client decision-makers.

• Educating non-SME sales generalists about our toolset.

• Sharing best practices within the FactSet sales organization.

• Collaborating with Product Development/Strategy teams.

• Engaging in continuous territory development and growth.

• Representing FactSet at industry conferences and symposiums.

• Mentoring team members.

Requirements:

• Minimum of 8+ years of professional experience, with at least 6 years in a high-paced sales environment, focused on trading platforms and services.

• Ability to build relationships with FactSet executives and CXOs of clients and prospects

• Strong communication and interpersonal skills; ability to inspire confidence and maintain composure in stressful situations

• Broad and up-to-date knowledge of the financial technology industry including trends and market demands

• Entrepreneurial & strong sense of initiative

• Strong focus on capturing industry trends and competitors landscape

• Solid negotiation skills for mutually beneficial solutions while maximizing revenue.

• Experience with Trading Solutions.

• Willingness to travel

• Bachelors Degree in related field

Job location: 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 $116,000 -$145,000

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  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