Lead Implementation Specialist
At a glance
Senior Solutions & Sales Engineering role at FactSet. 2 Locations · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead major client implementation and transformation programs, serving as the senior resource for strategic engagements
- Create scalable buy-side workflows and deliver complex solutions using FactSet products and industry knowledge
- Advise data integration teams on preparing client and third-party data for FactSet use
- Coordinate with project managers, engineering, and product teams on scope, risks, progress, and client feedback
- Train users, document solutions, and move implementations into ongoing support
What you bring
- At least seven years working with FactSet Analytics tools, with implementation experience providing an advantage
- A strong technical foundation paired with detailed execution and the ability to understand broader business context
- Strong knowledge of investment principles and their practical use in the industry
- Clear communication skills and confidence working with senior clients and FactSet stakeholders
- Ability to manage several changing priorities independently while collaborating across global offices
Who this fits
You’ll suit a senior implementation professional who can combine FactSet Analytics expertise, technical problem solving, and buy-side knowledge. The role involves strategic client work, multiple concurrent projects, global collaboration, user training, and ownership of the transition into support. CIPM, CFA, or FRM credentials, or interest in pursuing one, are advantageous.
From the employer
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.
About The Role
FactSet is seeking an Lead Implementation Specialist to join our Implementation Team to focus on delivering our Performance, Analytics and Risk Solutions to our clients. Implementation Specialists are part of a fast growing team comprised of subject matter experts, combining product and industry knowledge to help ensure customer success during implementations. Implementation Specialists are expected to be experts in FactSet’s Buy Side solutions. As an implementation specialist you will work with an Implementation Project Team to lead successful client implementations.
Our Implementation Team is a key partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions, manage organizational restructures, and implement process improvements. Those in our core analytics team deliver our industry leading analytics suite of products to our clients. These people are problem solvers, have the agility to deliver solutions across on-platform and off-platform solutions, and possess the desire to provide the highest level of client satisfaction in the industry.
What You'll Do:
Lead large implementation and transformation programs at our clients at highest quality
Act as the senior resources and sponsor for strategic client implementations
Combine strong industry experience and FactSet product knowledge to deliver complex buy-side solutions for our clients.
Develop high-quality workflows for our clients that are scalable, supportable, and exceed our clients’ expectations
Partner with our data integration teams to advise on extracting, transforming, and loading client and third-party data for use in FactSet
Act as an expert across our analytics suite of products and improve your industry knowledge
Collaborate with internal and external project management personnel to communicate progress, maintain scope and identify risks
Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
Partner with Product Development and Engineering to ensure that client feedback is integrated into our products where feasible
Consult and guide clients toward solution best practices
Provide user training and support the development of training programs
Document solutions to ensure supportability
Facilitate transition from implementation phase to support.
Proactively identify and provide support to improve implementation processes
What We're Looking for:
7+ years of experience working with FactSet’s Analytics tools.
Experience in FactSet Analytics implementation projects is a plus
Strong technical background
Highly detail-oriented with the ability to see the big picture
Enthusiastic with a keen sense of initiative and a desire to take ownership
Ability to work independently and collaboratively with team members in offices globally
Ability to work on multiple projects simultaneously with shifting priorities and responsibilities
Strong communication and interpersonal skills
Ability to interact effectively with senior-level FactSet stakeholders and clients
CIPM, CFA, FRM, or desire to pursue is a plus
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 characteristics protected by law.
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