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.
FactSet's Trading Sales group is hiring an experienced Senior Sales Engineer to join our expanding sales team at FactSet. You’ll have the unique opportunity to drive sales of our trading solutions directly to some of the industry's most sophisticated clients, including asset managers, wealth managers, and hedge funds. In conjunction with FactSet’s existing data, research, and technology solutions, you will focus on expanding existing accounts and finding new logos. As part of an experienced team of SMEs, you will work with the sales team to effectively deliver the trading solutions' value proposition to clients.
Role Responsibilities:
The Senior Sales Engineer will drive revenue growth of the trading business by engaging in all phases of the sales cycle. Their immediate focus will include selling trading, execution, compliance and IBOR systems and owning the ongoing technical relationship throughout the customer lifecycle. This role will serve as a trusted technical advisor responsible for managing, retaining, and growing our trading products for our clients. Specific responsibilities include:
Working with trading sales and general sales teams to qualify leads as they arise
Leading tailored, detailed demos and fielding client questions and requests
Executing efficient POCs
Develop an understanding of all areas of FactSet’s solutions and collaborating with internal FactSet teams to deliver an integrated view of the overall FactSet offering
Providing guidance on workflow implementation/revenue retention efforts
Effectively deliver trading solutions value proposition to clients
Maintain a high level of sales activity and track those efforts in Salesforce; Assist in the upkeep of an accurate and dynamic pipeline of sales opportunities.
Build awareness of FactSet’s Trading Solutions via a strong partnership with general sales/consulting services, sales enablement, product marketing, etc.
Facilitate feedback loop with product/engineering to guide the roadmap for FactSet’s Front Office Solutions.
Build strong rapport with users who align with the front office at clients/prospects. In many cases, we are the face of FactSet when it comes to consultative engagements that solve their biggest problems.
Develop an understanding of the competitive landscape and the ability to position FactSet Trading Solutions’ differentiation and value.
Key Requirements:
At least 9+ years experience working with trading-related systems and services.
A unique intersection of analytical depth in trading-related systems to provide SME-level support to client engagements and the desire to sell a comprehensive trading solution.
Entrepreneurial mindset for learning the FactSet LiquidityBook Trading suite, demonstrating those capabilities, and fielding client questions.
A strong drive for results in a competitive sales landscape.
A complete understanding of our clients’ businesses, the financial markets in general, and how FactSet fits into that picture.
A relationship builder who’s excited about building rapport with clients and prospects.
Comfortable owning the stage in important meetings/demos with an executive presence, both virtual and in-person.
Ability to navigate complex discovery conversations to understand client value-drivers/pain points and map those back to the appropriate set of Front Office solutions.
Ability to coordinate tailored POCs for clients.
Bachelor’s degree in a relevant field of study.
Willingness to travel for client meetings, industry conferences, etc.
Preferred Qualifications:
Established capabilities with Python and/or other programming languages/statistical packages (R, Matlab, etc.)
Demonstrated interest in continued learning through CFA and/or other relevant professional designations.
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 California is $100,000 - $135,000
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
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify
FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity