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.
At FactSet, 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.
We are seeking a motivated Account Manager to join the Account Management team for the LiquidityBook product. As an individual contributor, you will play a pivotal role in strengthening client engagement, satisfaction, and retention, ensuring that clients derive the greatest value from LiquidityBook at FactSet.
What You'll Do
Embrace and promote our customer-first culture as an Account Manager on the LiquidityBook team.
Develop and execute customer success strategies, analyze support data to identify trends, and help refine the customer journey for your assigned accounts.
Apply targeted tactics to boost product adoption and enhance customer loyalty, directly impacting retention and reducing churn for your portfolio.
Lead Quarterly Business Review (QBR) meetings with your LiquidityBook clients, capturing comprehensive notes and actionable feedback.
Through QBRs, uncover specific issues, workflow enhancements, and overall product feedback, as well as recognize upsell and cross-sell opportunities (e.g., data, EMS/OMS/PMS, TCA).
Implement process or configuration improvements tailored to individual client environments and needs.
Act as an escalation point for your clients’ complex issues, coordinating with internal teams to deliver effective, timely solutions.
Monitor and report on key performance indicators (KPIs) and health metrics (e.g., NPS, client satisfaction, churn reduction) for your accounts.
Foster a feedback loop between your clients and our Front-office Product teams, supporting collaborative product development aligned to client objectives.
Represent the Voice of the Customer in meetings, communicating client challenges and strategic feedback to FactSet.
Cultivate strong relationships with key contacts at each client organization, reinforcing the partnership between FactSet and your clients.
What We're Looking For
Required Skills
3+ years in a client service role focused on front-office trading workflows, ideally at a trading software vendor; management experience is welcome but not required.
Familiarity with order management, execution management, and portfolio management systems (OMS/EMS/PMS) within a buy-side investment environment, with the ability to leverage these platforms to support trading workflows, portfolio construction, and operational efficiency
Meticulous attention to detail, especially in client meeting documentation, while appreciating the broader context of client needs.
Deep understanding of customer expectations and a passion for building long-term relationships.
Ability to positively influence client retention by aligning product knowledge to client objectives.
Interest or experience in sales, retention, and business growth.
Exceptional interpersonal and relationship-building skills.
Strong organizational and project management abilities.
Outstanding verbal and written communication.
Creative, resourceful problem-solver with a track record of delivering results.
Bachelors Degree in related field
Job location: New York
Working Environment: Hybrid
For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:
The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
Learn more about our benefits here.
Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications.
The budgeted amount range for this position in New York City is $96,000 -$120,000
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 www.factset.com and follow us on X and LinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective.Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify
FactSet was founded in 1978 and has been publicly held since 1996. The Company is dual listed on the New York Stock Exchange and the NASDAQ Stock Market under the symbol “FDS.” Fiscal 2016 marked the Company’s 38th year of operation, its 36th consecutive year of revenue growth and its 20th consecutive year of earnings growth as a public company.
As of August 31, 2016, FactSet has a market capitalization of $7.12 billion, which is up 9.5% over last year. The Company currently has 43 office locations in 21 countries employing 8,093 individuals. In March 2016, FactSet was ranked #89 on Fortune’s “100 Best Companies to Work For”, marking the Company’s eighth appearance on the list in the last nine years. FactSet was also recognized as one of the UK’s “Best Workplaces” by the Great Place to Work® Institute UK for the eighth consecutive year, and included in the “2016 Best Places to Work in France” list for the fifth consecutive year. In addition, the Company was awarded the Best Research and Analytics tool at the 2016 Systems in the City Awards, and the Best Overall Provider, Best Research Provider, and Best Analytics Provider at the 2016 Inside Market Data Awards.
Since becoming a public company in 1996, FactSet has evolved from a US-centric software firm into a global company generating approximately a third of its revenues from clients outside the US. Through technological proficiency, a dedicated workforce, and an unwavering commitment to client service, the Company has driven revenue and earnings per share to new heights, as well as increased its international presence, and ultimately, its competitive edge.