Senior Implementation & Client Success Specialist
FactSet, New York, NY, United States
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.
Our values guide how we act and operate and help ensure we treat each other, our clients, and our communities with respect and curiosity.
Job Location:
New York, NY
Working Environment:
Hybrid
Your Team's Impact
FactSet’s Research Management System (RMS) facilitates our clients’ investment research process by allowing them to store and share notes, documents, and other critical information related to their internal research and due diligence. The RMS suite includes workflow‑driven solutions tailored to each client, boosting cross‑firm collaboration, compliance, and research continuity. Our RMS, combined with core workstation tools and specialty solutions such as Portfolio & Performance Analytics, makes FactSet uniquely positioned to offer an end‑to‑end research and investment workflow solution.
The Internal Research Notes (IRN) product is the core of our research management offering to Asset Manager, Asset Owner, and Wealth clients. The Americas Asset Owner team implements IRN at new clients and supports the existing client base. The primary objective during implementations is to gather requirements, plan projects, and build workflows, while overseeing client relationships across a wide user base and providing expertise on advanced IRN projects.
What You'll Do
Pre‑Sales & Implementation
Collaborate with Sales during the sales cycle to ensure prospects understand 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 across Asset Managers, Hedge Funds, Wealth Management, Asset Owner firms, with a focus on Asset Owner firms
Implement IRN for new clients ranging from small implementations to large‑scale deployments
Implement IRN for new teams or introduce new advanced workflows at existing clients
Gather detailed requirements from clients, document them in Statements of Work, and develop implementation project plans
Advise on and create optimal proprietary processes tailored to individual clients and firm types that use IRN
Follow best practices for IRN implementations, including Statements of Work, Implementation RPDs, client updates, and communication
Strategic Consulting & Client Retention
Derive a strategic plan for your book of clients to optimize the value they receive from IRN
Proactively engage FactSet generalists’ teams in advanced project work
Collaborate with generalists and RMS Sales to act on at‑risk or low‑usage clients by sharing IRN enhancements and new functionality
Serve as a subject matter expert for IRN functionality and advanced projects
Identify opportunities to expand RMS and FactSet’s footprint across your book of clients
Understand the RMS product strategy, enhancements, and roadmap
Collaborate with IRN PD/Engineering to ensure client feedback feeds into product enhancements
Required Skills
Bachelor’s degree required
2+ years of industry‑related experience
Proactive and independent work ethic
Exceptional analytical and problem‑solving skills
Excellent presentation, written, and oral communication skills
Demonstrated critical thinking abilities
Client‑obsession mentality – dedication to guiding clients toward 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 is preferred, with focus on Asset Owners
What's In It For You
Opportunity to join an S&P 500 company with over 45 years of sustainable growth.
Support for your total well‑being, including health, life, and disability insurance, retirement savings plans, a discounted employee stock purchase program, and paid time off for holidays, family leave, and company‑wide wellness days.
Flexible work accommodations that value work/life harmony.
A global community dedicated to volunteerism and sustainability, where collaboration is encouraged and individuality drives solutions.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees, fostering connection, growth, and belonging.
Salary range (state of New York): $90,000 - $105,000.
Must be legally authorized to work in the United States without employer sponsorship at any time.
FactSet participates in E‑Verify and complies with equal employment opportunity laws. Qualified applicants will be considered without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status, or other characteristics protected by law.
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Our values guide how we act and operate and help ensure we treat each other, our clients, and our communities with respect and curiosity.
Job Location:
New York, NY
Working Environment:
Hybrid
Your Team's Impact
FactSet’s Research Management System (RMS) facilitates our clients’ investment research process by allowing them to store and share notes, documents, and other critical information related to their internal research and due diligence. The RMS suite includes workflow‑driven solutions tailored to each client, boosting cross‑firm collaboration, compliance, and research continuity. Our RMS, combined with core workstation tools and specialty solutions such as Portfolio & Performance Analytics, makes FactSet uniquely positioned to offer an end‑to‑end research and investment workflow solution.
The Internal Research Notes (IRN) product is the core of our research management offering to Asset Manager, Asset Owner, and Wealth clients. The Americas Asset Owner team implements IRN at new clients and supports the existing client base. The primary objective during implementations is to gather requirements, plan projects, and build workflows, while overseeing client relationships across a wide user base and providing expertise on advanced IRN projects.
What You'll Do
Pre‑Sales & Implementation
Collaborate with Sales during the sales cycle to ensure prospects understand 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 across Asset Managers, Hedge Funds, Wealth Management, Asset Owner firms, with a focus on Asset Owner firms
Implement IRN for new clients ranging from small implementations to large‑scale deployments
Implement IRN for new teams or introduce new advanced workflows at existing clients
Gather detailed requirements from clients, document them in Statements of Work, and develop implementation project plans
Advise on and create optimal proprietary processes tailored to individual clients and firm types that use IRN
Follow best practices for IRN implementations, including Statements of Work, Implementation RPDs, client updates, and communication
Strategic Consulting & Client Retention
Derive a strategic plan for your book of clients to optimize the value they receive from IRN
Proactively engage FactSet generalists’ teams in advanced project work
Collaborate with generalists and RMS Sales to act on at‑risk or low‑usage clients by sharing IRN enhancements and new functionality
Serve as a subject matter expert for IRN functionality and advanced projects
Identify opportunities to expand RMS and FactSet’s footprint across your book of clients
Understand the RMS product strategy, enhancements, and roadmap
Collaborate with IRN PD/Engineering to ensure client feedback feeds into product enhancements
Required Skills
Bachelor’s degree required
2+ years of industry‑related experience
Proactive and independent work ethic
Exceptional analytical and problem‑solving skills
Excellent presentation, written, and oral communication skills
Demonstrated critical thinking abilities
Client‑obsession mentality – dedication to guiding clients toward 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 is preferred, with focus on Asset Owners
What's In It For You
Opportunity to join an S&P 500 company with over 45 years of sustainable growth.
Support for your total well‑being, including health, life, and disability insurance, retirement savings plans, a discounted employee stock purchase program, and paid time off for holidays, family leave, and company‑wide wellness days.
Flexible work accommodations that value work/life harmony.
A global community dedicated to volunteerism and sustainability, where collaboration is encouraged and individuality drives solutions.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees, fostering connection, growth, and belonging.
Salary range (state of New York): $90,000 - $105,000.
Must be legally authorized to work in the United States without employer sponsorship at any time.
FactSet participates in E‑Verify and complies with equal employment opportunity laws. Qualified applicants will be considered without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status, or other characteristics protected by law.
#J-18808-Ljbffr