Lead Implementation Specialist

About the role

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. The Lead Implementation Specialist is a subject matter expert in one or more of FactSet’s products, tasked with deploying FactSet’s products by delivering on high-value projects and engagements. Lead Implementation Specialists should be able to independently implement many workflows, are contributing members of the department’s leadership team, and are looked to for decision making in their areas of expertise. In many cases, they are involved in the pre‑sales solutioning process to ensure successful engagements and collaborate with and mentor junior members of the implementation specialist team. All work is project‑based and may include implementations, solutions optimization, and other time‑ and knowledge‑intensive projects.

Responsibilities

• Providing product (functional and technical) guidance on the solutioning of processes based on customer needs
• Effectively communicate with our most sophisticated users via a strong understanding of investment principles and their application in the industry
• Create user workflow specifications, custom report specifications, establish priority and direction to technical integration staff on client requirements
• Identify growth strategies by outlining client organizational structures and uncovering additional opportunity during the implementation process
• Study client workflows and partner with Product Development and Engineering to enhance FactSet’s products
• Provide user training and support the development of training programs
• Produce client-facing communication to facilitate transition from implementation phase to support
• Implement new and enhance existing deployments to create a better user experience and further enable sales opportunities

Requirements

• Bachelor/Master degree in Finance, Computer Science, Information Systems, Engineering, other related scientific, technical discipline or equivalent experience
• At least 6 years of experience working with FactSet’s Analytics tools
• Strong knowledge of performance workflows
• Strong technical background
• Proven technical proficiency particularly with writing complex screening codes
• Understanding of how clients use FactSet Analytics and Performance Solutions products
• CFA, CIPM, CAPM, FRM, MBA, or other industry certifications preferred
• Extremely detail-oriented with the ability to see the big picture
• Enthusiastic with a keen sense of initiative and a desire to take ownership
• Willingness to travel
• Job location: Boston, Chicago, Los Angeles, New York, Norwalk, San Francisco, Toronto, CAD
• Working Environment: Hybrid
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Benefits

• Health, life, and disability insurance
• Retirement savings plans
• Discounted employee stock purchase program
• Paid time off for holidays, family leave, and company-wide wellness days
• Flexible work accommodations to support work/life harmony
• Global community dedicated to volunteerism and sustainability
• 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

Pay

The budgeted range for this position in New York City, Connecticut, and California is $120,000‑$150,000. The budgeted range for this position in Toronto is $120,000‑$160,000 CAD. Salary may differ in other locations or countries.