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Account Manager, Sales Representative – Asset Owner Team

FactSet Research Systems

This is a Full-time position in Los Angeles, CA posted May 13, 2022.

FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications, and industry-leading services for the investment and corporate communities. As a publicly-traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.Depending on the candidate’s years of experience, the the Asset Owner Team in the Americas is looking to hire for the position of Account Manager, Sales Representative, Senior Sales Representative, or Principal Sales Representative. This candidate will be responsible for an assigned book of business with a focus on retaining and growing ASV (annual subscription value). There will also be the opportunity to become involved with strategic account initiatives across the entire Asset Owner book of business.

Job Description

Gain complete knowledge of assigned accounts – organizational structure, investment process, people, systems, etc.Day-to-day account management responsibilities – managing relationships, supporting client workflows, driving strategic projects, subscription/invoice maintenance, and responding to client requests.Pipeline Management – Identify areas to expand client relationships and build a robust pipeline of opportunities to grow ASV.Identify and prioritize efforts within at-risk accounts to mitigate downside risk.Maintain high volume of call, email, and meeting activity to maximize client touchpoints and pipeline coverage.Develop C-level relationships to drive deeper, more strategic client partnership.Proactively track and improve on key client metrics and sales initiatives all focused on improving usage and ASV.Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders. Forecast and track key metrics on your accounts.Work closely with the Consulting, Product Specialist and Sales Management to align resources and define account strategy.Assist with training new and existing users and provide support as needed.Develop deep understanding of Asset Owner industry and client workflows and ensure that FactSet’s competitive advantages are known and utilized.Clearly articulate FactSet’s current value proposition as well as strategic plan workflows.


At least 2 years of FactSet experience in a client-facing role; or 4+ years financial/asset owner experience.Thorough knowledge of Asset Owners and Investment Consulting clients and an understanding of how they would utilize FactSet.Desire to retain and grow a book of business.Proven ability to balance multiple account management projects at a time, while maintaining sharp attention to detail.Strong interpersonal skills and presentation abilities. Outstanding project management/organizational skills.Excellent oral and written communication skills.Ability to think creatively.Enthusiasm, desire and a strong sense of initiative.Extremely detail-oriented with the ability to see the big picture.Desire to grow beyond the necessary skill set by pursuing new skills and knowledge.Travel is required when safe to do so.FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender IdentityVEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Jennifer Passeck, Lead Recruiting Specialist, Human Resources at +1 (203) ###-#### or … Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ( FactSet ) to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) ###-####.PDN-962a4b04-cda6-4da4-9913-6b63152c3f0c