Application Specialist, Financial Data

1 мес. назад

United KingdomEuropeMiddle

The role supports sales, customer success, and technical implementation for financial data products at .

Обязанности

The Financial Data Application Specialist role at lives at the intersection of sales, customer success, and technical implementation for ’s financial data products. This is a new team at supporting a strategic area of investment for the business, so we are looking for entrepreneurial minded people that can use learnings from client discussions to help optimize both our go-to-market and product strategies. Specialists add value across our revenue organization by building relationships with prospects and clients, providing deep technical knowledge to demonstrate the value of ’s financial data while helping to drive adoption. Due to the extensive exposure that Specialists have with clients, they’re also in a prime location to partner with our sales, p
What You’ll Do:  
Growth Initiatives : Assist sales in demos and strategic trials of ’s financial data solutions. The team also runs trial training calls, making the ability to overcome common objections and communicate our value proposition essential to success.
Customer Health : The team works hand in hand with account management, speaking with and visiting users to provide advanced training, customizations, and product consultations. Specialists often drive adoption by building custom templates or other bespoke modeling tools for our customers.
Subject Matter Expert : Specialists have expertise in quantitative analysis for investment and valuation decisions. They know the use cases that our customers are likely to care about, and package it for utilization by sales and account management. This can come in the form of how-to videos, enablement, product marketing, support articles and others that can be used for meetings or email distribution.
Product Direction : Because of our Specialists’ deep understanding of both our financial data products and customers, they are in a position to field feedback and identify product opportunities, and relay that information across the organization (account management, account executives, product, management).
Support: Act as an escalation point for our product and support teams on difficult scenarios our customers may face with our solutions, particularly when leveraging Excel Add-ins. Manage and resolve challenges related to the full integration of our modeling solutions into our clients’ workflows.
Regional Agility: Comfortable working in a leaner EMEA team structure, flexing across sales, CS, and product-support skillsets and adapting coverage as needed to collaborate effectively with our larger US-based Financial Data team.

Требования

A client-facing professional with a superior ability to develop rapport with new people, and to maintain relationships, combined with a positive and proactive personality.
Someone with a finance background  who wants to spend time being client facing and actively engaged with senior buyside professionals
Committed to becoming a SME for financial data across all industries, personas, and verticals
A passion for technology and the capital markets
Excellent in 360 degree communication and collaboration
Able to distill and explain complex issues in simple terms.
Genuine interest to learn how the different tools we've built contribute to our clients' processes, to help identify when a particular client should be using them, and to identify solutions that solve for a client’s needs
Intrinsically motivated with the ability to contribute to a dynamic and entrepreneurial team culture.
Strong time management and task prioritization skills.
An independent problem-solver, making multiple efforts to solve problems on your own before escalating
Comfortable working in ambiguity, and flexible enough to adapt as needed to drive customer happiness.
Familiar with the institutional investor landscape, financial markets, and investment research
Strong foundation in Finance, such as working towards your CFA or bachelor’s degree in Economics/Finance/Accounting OR
2-4 years of relevant experience in equity research, investment management, private equity, accounting or consulting with a strong desire to move towards client-facing positions
Strong Excel abilities (nice to have: knowledge on how to use VBA in the context of Excel workbooks)
Excellent communication skills, as you must manage relationships with high-profile fund managers and junior analysts alike
 
is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling ’s commitment to equal employment opportunity. does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at , including recruitment, hiring, training, advancement, and termination.
In addition, it is the policy of to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.
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Другое

The world’s most sophisticated companies rely on to remove uncertainty from decision-making. With market intelligence and search built on proven AI, delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.
The acquisition of Tegus by in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!