Teams at Factset

Lead client implementations of FactSet performance, analytics, and risk solutions. Gather requirements, design scalable workflows, advise on data integration and ETL, manage implementation risks and scope, validate outputs, document solutions, deliver training, and transition clients to support. The role also identifies expansion opportunities, communicates with senior stakeholders, and partners with Product Development and Engineering to incorporate client feedback.

Manage a multimillion-dollar client portfolio for financial institutions, drive product adoption and engagement, identify workflow and technology improvements, coordinate cross-functional delivery, lead client initiatives, resolve issues, and contribute client feedback to product and team development.