Institutional Sales Representative

Responsibilities

:

• Take responsibility for maintaining and developing a book of business, defining a strategy for each client with measurable objectives
• Execute on strategic and tactical growth plans with tenacity, increasing net ASV at each account, with an and organized approach properly documented in Salesforce
• Gain complete knowledge of assigned accounts and all product offerings. Expand working knowledge of the financial industry, various client workflows and FactSet’s value proposition versus industry competitors.
• Develop and maintain strong relationships with the business to drive engagement and partnership
• Work closely with Specialty Sales and Client Service to maximize client satisfaction and retention
• Allocate time effectively between uncovering new revenue-generating opportunities, upselling, and account management. Manage the sales process from lead generation to demonstration to close
• Maintain collaborative and highly communicative relationships with cross-functional internal stakeholders and establish yourself internally as a positive and productive front-line leader

Requirements:

• Demonstrated history of exceeding goals and a high level of activity
• 3 to 4 years experiences in a client facing role, experiences in Sales is preferred
• Strong analytical skills and buy-side product knowledge
• Demonstrate an understanding in the Sales cycle
• Proactive and a sense of initiative
• Strong communication and interpersonal skills
• Proven ability to interact effectively with senior-level client contacts
• Ability to work independently, as a team member, and as a leader
• Fluent in Mandarin, Cantonese, and English

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 and .