Senior Consultant
2 weeks ago
Role/Department Description:
- Job Description Summary- Managing and partaking in client projects such as roll outs, migrations and implementations - Mentoring and coaching junior consultants them and aid in their developmentSenior Consultant - FactSet
Location: Singapore
Our clients are top financial professionals, working at some of the largest investment firms in the world. For 40 years, through market changes and technological progress, we’ve maintained our focus on providing exceptional client service. Every job function and department contribute to our overall goal of adding value to our clients’ workflows. Our client retention rate has remained at an astounding 95% for more than 15 years, a testament to the high degree of service and quality for which we’ve become known.
Role Description:
When you join our team, you’ll receive immediate responsibility and recognition for your work and will be valued both professionally & personally. As the financial services software industry continues to grow, so will the future of FactSet and its employees. Our unique culture may be hard to define but can be felt the moment you enter one of our offices.
To satisfy our client’s business needs, the Senior Consultant will maximize their client relationships to uncover needs, build awareness of how FactSet can address these needs, align short term needs to longer term business strategies and partner across the Sales and Client Service enterprise to deliver results
Above all, the Senior Consultant acts as the voice of the customer to FactSet across the whole organization, conveying customer needs, and enabling delivery on a solution. They are agnostic about our product offering and are at the forefront of market trends, anticipating where they are headed, implications for the client, and ways that FactSet can help. They ensure we can deliver against customer expectations, by leveraging a deep internal network to lead and influence account teams.
**Responsibilities**:
45% Account Management- Develop and execute on firmwide strategy to retain product and workstation ASV as outlined in Strategic Account Plan.- Effectively communicates strategy, goal tracking progress, risks and opportunities to ensure Sales & Consulting are fully aligned.- Works directly with teams to increase knowledge of account-specific products, processes, and client workflows.- Execute on Strategic projects that improve usage, increase stickiness, or enhance process- Conduct post-mortems and create and document a plan of action to minimize risks- Facilitate and increase collaboration across the account team.- Manage interactions with key clients using defensive sales techniques to maximize existing sales levels.
20% Project Management- Primary liaison for managing large-scale product implementations, workstation deployments, competitor displacements, or any relevant post-sale deliverables.- Optimize support of complex client processes by maintaining / updating comprehensive process documentation and re-engineering legacy workflows.- Direct oversight of large project management deliverables with emphasis on quality, timeliness, and communication to ensure deadlines are met with full client satisfaction.
20% Business Development- Effectively position FactSet's technology-driven solutions and bespoke value proposition with the client's unique business model.- Leveraging FactSet SVP/EVP/ERO Leadership for 'Strategy Day' to educate client stakeholders on product roadmap, investment / acquisition strategy, digital transformation efforts, and enterprise partnership discussions.- Uncover opportunities to upsell FactSet products and workflow solutions.- Provide intimate knowledge of competitor landscape with an offensive strategy for displacement opportunities and defensive awareness for risk prevention
15% Subject Matter Expertise- Use industry and client knowledge to identify core business goals/mandates and uncover short & long-term challenges.- Become intimately familiar with the client's technical infrastructure including any limitations as well as expected infrastructure changes (ex: shift to cloud) and long-term business needs.- Identify personal gaps in knowledge of FactSet’s product suite, technology, and digital solutions while seeking training from Talent Development / LinkedIn Learning.- Act as an SME for Sales & Consulting by sharing knowledge, leading internal training and development sessions, and making yourself available to help your peers.- Collaborate with stakeholders in the SBUs to understand product strategy, roadmap, new features and enhancements and partner with account teams to develop and execute a strategy to implement.
**Required Skills**:
- Bachelor’s degree in finance, MIS, economics, accounting, business administration, mathematics or similar field. CFA, MBA or equivalent highly desirable.- 3+ years of experience delivering results in an account management or client facing role- FactSet product knowledge
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