FactSet creates flexible, open data and software solutions for over 200,000 investment ... Support sales enablement around events,maintainingtarget account lists, coordinating registration ...

1 Factset Account Manager Jobs Hiring Near You
FactSet creates flexible, open data and software solutions for over 200,000 investment ... Support sales enablement around events,maintainingtarget account lists, coordinating registration ...
FactSet Jobs Information
What are the key skills and qualifications needed to thrive as an Account Manager, and why are they important?
What are some common challenges Account Managers face when balancing client needs with company objectives?
What does an Account Manager do?
What is the difference between Account Manager vs Customer Service Representative?
| Aspect | Account Manager | Customer Service Representative |
|---|---|---|
| Required Credentials | Relevant experience, sometimes certifications in sales or account management | High school diploma or equivalent, customer service training |
| Work Environment | Client-facing, sales-driven, often in office or client sites | Call centers, retail, or office settings, direct customer interaction |
| Employer & Industry Usage | Used in sales, marketing, and B2B industries | Common across retail, telecom, and service industries |
| Comparison Search Intent | Understanding roles in client management and sales | Customer support and service roles |
While both roles involve interacting with clients, Account Managers focus on maintaining and growing client accounts, often with sales responsibilities. Customer Service Representatives primarily handle customer inquiries and support. The roles differ in scope, with Account Managers having a strategic, relationship-building focus, whereas Customer Service Reps focus on resolving issues and providing assistance.

Full-time
Medical, Life, Retirement, PTO
Posted 27 days ago
Job description
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.
Your Team's Impact
About Irwin
Irwin, a FactSet company, builds software for investor relations teams. Our platform helps public companies understand who owns their stock, build relationships with the right investors, and run a more strategic IR program.In October 2024, Irwin joined FactSet. Together,we'rebringing investor relations workflows and capital markets data onto one connected platform used by thousands of finance professionals around the world.
At Irwin, events are one of the most important ways we show up for the investor relations community.They'rewhere we share ideas, introduce new product capabilities, and bring together the people who care deeply about the craft of investor relations.
Our team executes more than50 events every year- everything from webinars and small client gatherings to major industry conferences and large partner activations across North America and Europe.It'sa big program with a lot of moving parts, which meanswe'relooking for someonewho'scomfortable running the full spectrum of events.
This role is a15-monthmaternity leavecoverfor our Event Marketing Manager, andyou'llstep directly into the engine of our events program.You'llwork closely with marketing, sales, customer success, and product teams to plan events that educate the market,showcaseour platform, and strengthen relationships across the IR community.
If you're someone who likes owning projects end-to-end,sweatingthe details, and creating experiences that people actually remember, you'll probably feel right at home here.
The Role
As Irwin's Event Marketing Manager,you'llbring our brand to life through both virtual and in-person events - from webinars and client dinners to major industry conferences.
Working closely with the VP of Brand Marketing,you'llhelp run a global events program that supports sales, strengthens relationships with our clients, and introduces new audiences to Irwin.
What You'll Do
- Plan and execute events across North America and EMEA, including owned events, partner programs, sponsored conferences, and client dinners.
- Ownwebinarproduction end-to-end, from coordinating speakers and promotion to managing the live broadcast and handling post-event communications, recordings, and follow-up.
- Own eventlogisticsfrom start to finish, including venues, vendors, registration, signage, technology, budgets, and on-site coordination.
- Support sales enablement around events,maintainingtarget account lists, coordinating registration tracking in HubSpot, and ensuring leads are routed and followedup onafter each event.
- Partner with product and customer success teamsto create event content that educates the IR community andshowcaseshow our platform helps teams do their jobs better.
- Keep the program organized and moving, managing timelines, deliverables, and the event calendar through Asana.
- Measure and report on performance, tracking registrations, pipeline, and ROI in HubSpot and sharing insights that help us improve future events.
- Bringnew ideasto the table,identifyingopportunities, formats, and partnerships that strengthen Irwin's presence in the IR community.
What We're Looking For
Required Skills
- Bachelor's degree required
- 4+ years of B2B event or field marketing experience, and you know how to design events peopleactually wantto attend.
- You thrive in a fast-moving environment.With dozens of events happening throughout the year, you know how to prioritize, stay organized, and keep things moving even when timelines overlap.
- You'rea strong communicator.Events touch a lot of teams - marketing, sales, product, customer success, leadership - andyou'recomfortable keeping everyone aligned and informed.
- You'reorganized anddetail-oriented.From vendor coordination to attendee communications, you know how to keep the moving pieces undercontrolso events run smoothly.
- You bring a creative lens to event marketing.We'renot interested in repeating the same old B2B playbook - we want someone who enjoysthinking outside the boxand creating experiences peopleactually remember.
- You'recomfortable with marketing tools like HubSpot and Asana, and quick to learn new platforms like Zoom Events, Descript, or Canva when needed.
- You know how to measure what matters.You'recomfortable tracking registrations, pipeline, and event performance, and using that data to improve the next program.
- You'reopen to travel, both within North America and internationally, depending on the event calendar.
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 is 80,000 - 92,000 CAD.
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 atwww.factset.comand follow us onXandLinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
About FactSet
Sourced by ZipRecruiter
Industry
It services
Company size
10,000+ Employees
Headquarters location
Norwalk, CT, US
Year founded
1978