FactSet · 13 hours ago
Senior Specialist, Client Solutions
New York, NY
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $105K/yr
2+ years expFactSet is a leading provider of flexible, open data and software solutions for investment professionals worldwide. The Senior Specialist, Client Solutions role focuses on implementing and optimizing the Internal Research Notes (IRN) product for Asset Owner clients, ensuring effective research management strategies and enhancing client relationships.
AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware
No H1B
Responsibilities
Collaborate with Sales as necessary during the sales cycle to ensure prospects have full insight into the breadth of functionality available from deployment of our RMS solutions
Assist with definition and setup of trials for prospects
Define, design, and implement solutions and IRN best practices for clients spanning Asset Managers, Hedge Funds, Wealth Management, Asset Owner firms, etc. with a focus on Asset Owner firms
Implement IRN for new clients that can vary from small implementations to large-scale deployments
Implement IRN for new teams or implement new advanced workflows at existing clients
Gather detailed requirements from clients, document these requirements in Statements of Work and develop implementation project plans
Advise on and create optimal proprietary processes that are tailored to individual clients and the various firm types that use IRN
Follow best practices for IRN Implementations (Statements of Work, Implementation RPDs, client updates and communication)
Derive a strategic plan for your book of clients to optimize the value your clients receive from IRN
Proactively involve the FactSet generalists’ teams in your advanced project work
Collaborate with the FactSet generalists’ teams and RMS Sales to act on at-risk/low-usage clients by sharing IRN enhancements and new functionality with the users
Serve as a subject matter expert for IRN functionality and advanced projects
Identify opportunities to expand RMS and larger FactSet footprint across your book of clients
Understand our RMS product strategy, enhancements, and roadmap
Collaborate with IRN PD/Engineering to ensure client feedback is properly communicated into product enhancements
Qualification
Required
Bachelor's degree required
2+ years of industry related experience
Proactive and independent work ethic
Exceptional analytical and problem-solving skills
Excellent presentation skills, written and oral communication skills
Demonstrated critical thinking abilities
Client obsession mentality - dedication and focus on guiding clients towards optimal solutions
Knowledge of RMS workflows and IRN, or strong interest in working with IRN
Prior experience supporting RMS clients and/or FactSet workstation is preferred
Understanding of Asset Owner, Asset Manager, and Wealth workflows preferred, with the understanding that this role will focus primarily on Asset Owners
Preferred
Prior experience supporting RMS clients and/or FactSet workstation is preferred
Understanding of Asset Owner, Asset Manager, and Wealth workflows preferred, with the understanding that this role will focus primarily on Asset Owners
Benefits
Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning
Dedicated time each month for learning and development
Business Resource Groups open to all employees
Company
FactSet
FactSet is a financial research company that offers risk analytics tools and data for institutional investors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1996-06-28IPO
Leadership Team
Kate Stepp
Chief Technology Officer
Helen Shan
EVP and Chief Financial Officer
Recent News
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