Senior Specialist, Client Solutions

Location: New York

Senior Specialist, Client Solutions page is loaded## Senior Specialist, Client Solutions locations:
New York, NY, USAtime type:
Full time posted on:
Posted Todayjob requisition :
R31089

Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant accessto financial data and analytics that investors use to make crucial decisions.

At Fact Set, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
*
* Job Location:

** New York, NY
** Working Environment:
** Hybrid
* * Your Team's Impact
** Fact Set’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 processes. The RMS is a suite of workflow-driven solutions tailored to the needs of each client, helping boost cross-firm collaboration, maintain compliance, and ensure research continuity. Our RMS solution combined with the content and tools of the core workstation, and together with other specialty solutions such as Portfolio & Performance Analytics, put Fact Set in the unique position 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 is dedicated to implementing IRN at new Asset Owner clients as well as supporting our existing client base. During implementations, the team’s primary objective is to successfully gather requirements, project plan, and build out workflows.

They will also oversee relationships across a wide user base, providing expertise on advanced IRN projects and workflows to our clients. In this role, you will work with new and existing clients to identify and configure optimal organizational and research management strategies.
** What You'll Do
*** Pre-Sales & Implementation
** 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)
* Strategic Consulting & Client Retention
** Derive a strategic plan for your book of clients to optimize the value your clients receive from    IRN
* Proactively involve the Fact Set generalists’ teams in your advanced project work
* Collaborate with the Fact Set 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 Fact Set 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
** What We're Looking For
** Required Skills
* Bachelor’s degree required
* 2+…