Financial Data Specialist

Job Summary

Financial Data Specialist, a full-time role focused on sales, customer success, and technical implementation of financial data products, responsible for driving adoption and optimizing product strategies through client engagement.

Key Responsibilities

• Assist sales with demos and strategic trials of financial data solutions
• Provide advanced training, customizations, and product consultations to enhance customer health
• Field feedback and identify product opportunities based on customer insights

Required Qualifications

• Bachelor's degree in Economics, Finance, Accounting, or equivalent experience
• At least 2 years of relevant experience in equity research, investment management, or related fields
• Strong Excel abilities; familiarity with AI-powered tools is a plus
• Experience in client-facing roles with high-profile fund managers
• Commitment to becoming a subject matter expert in financial data