Sales Specialist

Sydney, Australia
Jul 16, 2021
Jul 22, 2021
Industry Sector
Finance - General
Employment Type
Full Time
Role/Department Description:

  • 20% Use client and industry relationships to identify new business needs and sales opportunities
  • Diligently maintain the client, sales cycle, and results data that are required to manage the pipeline of sales
  • Map our clients and understand where pockets of deployment opportunity are for new products and users
  • 20% Develop a compelling message, value proposition, and potential solutions to garner positive and ongoing attention from existing client decision makers
  • Complete all E-learning's and identify opportunities to capitalize at clients and prospects with knowledge attained.
  • 20% Work with Generalist Sales and Consulting to develop and execute a strategy to maximize client satisfaction and retention
  • Partner to build internal relationships and drive deployment
  • 15% Become knowledgeable about the client's internal business areas, architecture, operations, and applications in order to manage expectations and develop trust/commitment with key decision makers
  • Complete all E-Learnings and identify opportunities to capitalize at clients and prospects with knowledge attained.
  • 15% You are the SME to demonstrate detailed FactSet product capabilities
  • Be the Subject Matter Expert in Front Office workflow and understand how are clients work by going on as many meetings as possible. Leverage internal resources to learn and develop.
  • 10% Maintain up-to-date knowledge of the finance industry, current market trends and economic factors in order to maintain a competitive edge and form sales strategies Use current events and changes int eh industry to capitalize on how FactSet should be positioned
  • 5% Deliver FactSet training to client end users users; Perform in-person training presentations to increase product awareness and various usage scenarios
  • Understand who you are presenting to and learn to identify sales opportunities through user training
  • 5% Collaborate with Product Planning Group to ensure development reflects industry /client direction, and provide guidance to the prioritization process based on client feedback. File timely RPD's after visits to ensure feedback is passed back to PD

Required Skills:
  • Education: Bachelor's degree in finance, MIS, economics, accounting, business administration, mathematics or similar field.
  • CFA preferred.
  • 3 years in client facing role, preferably as a FactSet Consultant and Account Exec Same AS AE - please refer there Strong technical skills and deep FactSet product knowledge, and strong analytical skills
  • Broad and up-to-date knowledge of the financial technology industry including trends and market demands
  • Proven ability to identify sales opportunities with new and existing clients
  • Collaborative team player with a strong sense for creating a positive customer experience to clients Enthusiasm, desire and a strong sense of initiative as a self-starter
  • Strong communication and interpersonal skills
  • ability to inspire confidence and maintain composure in stressful situations
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