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.
Location: NYC Hybrid
Your Team's Impact
The CUSIP Licensing Renewals & Sales Development Business Analyst plays a pivotal role in enhancing Salesforce Renewal efficiency by managing all aspects of renewal activities and downstream revenue streams connected to 3rd party partnerships. This position also supports the distribution sales team by engaging in client calls, contributing to business closure, understanding distribution processes, and providing client support. It aims to strengthen financial outcomes across the business by improving the capture and reporting of 3rd party revenue streams. This unique role offers collaboration with internal stakeholders, providing hands-on exposure to the financial services industry and acting as a key contributor to client base growth and retention. Working closely with senior business leaders and sales professionals, the analyst will be part of a dynamic team, gaining insights into data-driven sales operations and positioning themselves for future growth within sales, operations, or business strategy functions.
What You'll Do
- Oversee all contract renewals and associated activities within Salesforce
- Update and manage the distribution list for monthly termination notices
- Monitor and maintain the database of all 3rd party partnership requirements
- Assist in obtaining and verifying required royalty reporting from partners
- Proactively identify opportunities to improve renewal and reporting workflows
- Support the distribution sales team by collecting royalties and partner-reported data
- Contribute to the sales cycle by preparing materials and supporting account follow-up
What We're Looking For
- 3+ years of relevant experience in finance, sales, or related fields, with familiarity in CRM systems such as Salesforce
- Highly organized with strong attention to detail, capable of managing multiple priorities and meeting deadlines
- Comfortable working independently and collaboratively in a global team environment
- Excellent communication and interpersonal skills
- Proactive mindset with a strong sense of ownership and accountability
- Ability to engage effectively with internal teams and external partners
- Proficiency in Microsoft Excel (including formulas, pivot tables, and data organization)
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.
The budgeted salary range for this position in the state of New York is $85,000 - $110,000
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
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.