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.
Locations: Norwalk, CT | New York City | Boston
Working Environment: Hybrid
Sales Engineering at FactSet crafts enterprise solutions for the financial services industry, emphasizing strong C-Suite relationships and leveraging over 45 years of expertise in content, analytics, technology, and services. This multidisciplinary team, comprising engineers, architects, and designers, excels in business advisory and technology consulting, aligning closely with FactSet’s Sales, Technology, and Product divisions. Acting as the bridge between client needs and FactSet’s offerings, the team serves Asset Management, Wealth Management, Investment Banking, and Corporate firms, delivering industry-leading solutions across all asset classes and operational workflows.
We are seeking a Request For Proposal (RFP) Specialist dedicated to managing proposals that effectively showcase FactSet's solutions and technology, aligning them with clients' functional and non-functional requirements in RFPs. This role involves collaborating with product subject matter experts to create compelling RFP responses and supporting materials that clearly articulate the value of our solutions. Additionally, the specialist will coordinate submissions across Sales Engineers, Business Units, Account Managers, and Product Sales Specialists to ensure cohesive and persuasive proposals.
Responsibilities:
- Identify requirements, evaluation criteria, and deadlines and align internal teams to these elements to manage the preparation, review, and submission of RFPs.
- Coordinate cross-functional efforts on specific client revenue opportunities by collaborating with the Sales teams and internal products SMEs to gather information and tailor proposals to match client requirements.
- Deliver compliant, professionally-produced proposals within client-agreed-upon timeframes by facilitating kick-off, status, collaboration sessions, etc., in a matrixed environment.
- Ensure consistent and accurate information delivered by the proposal process by leveraging Response Management Software and other tools.
- Participate in debriefs for select proposals to identify strengths and areas for improvement, incorporate feedback, and revise the proposal process to improve proposal quality continually.
- Create and present status and metrics reporting on bid opportunities and the associated project management activities for senior leadership to leverage.
Required Skills:
- Strong project management skills to handle multiple projects and deadlines.
- Strong communication skills to coordinate efforts across teams.
- Ability to write, edit, and review clear and persuasive RFPs.
- Ability to ensure consistent messaging, tone, and themes within responses that are aligned with client business + technology needs.
- Strong sense of ownership of deliverables – timely, accurate, and effective.
- Proactive, and willing to take the initiative, in a dynamic environment.
- Willingness and ability to learn our industry, products, and workflows – with the intent to dig deeper and get more compelling responses from SMEs.
Qualifications & Experience:
- Bachelor's degree or higher.
- 6+ years of work experience in cross-departmental project management and proposal writing.
- Experience with technology, either through work experience or education.
- Strong collaborator that is highly organized, detail-orientated, and self-motivated.
The budgeted base salary for this position in the state of Connecticut and in New York City is $85,000-110,000. US applicants 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:
- The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, innovative minds that value collaboration and welcome your new ideas to the table.
- Mentorship and growth opportunities from senior employees.
- Career progression planning and a focus on career development, complete with dedicated time each month for conference attendance, online learning seminars, and networking.
- A robust social community dedicated to volunteerism, intramural sports, and team-building events.
- Business resource groups that align with our DE&I strategy, designed to cultivate an inclusive environment for all.
Learn more about our benefits here.
Company Overview:
FactSet Research Systems Inc. is a global provider of integrated financial information, analytical applications and industry-leading services for the investment and corporate communities. As a publicly traded company (NYSE:FDS | NASDAQ:FDS) recently added to the S&P 500 index, FactSet delivers superior content, analytics, and flexible technology to help more than 162,000 users see and seize opportunity sooner. For over 40 years, the company has served financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet gives our clients the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.
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
VEVRAA Federal ContractorRequest Priority Protected Veteran & Disabled Referrals for all of our locations within the stateThe EEO is the Law poster is available here.FactSet Research Systems Inc. endeavors to make our website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact recruiting@factset.com.Equal Opportunity Employment PolicyIt is the policy of FactSet Research Systems Inc. ("FactSet") to provide equal employment and advancement opportunities to all qualified employees and applicants for employment regardless of their race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, physical or mental disability, genetic information, protected veteran status, pregnancy, military or military reserve obligations, or any other class or status protected by law. This policy applies to all policies and procedures related to recruitment, hiring, training, promotion, compensation, benefits, transfer, discharge, and other terms and conditions of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. If you have questions concerning this policy, please contact the Human Resources department at +1 (203) 810-1000.
