Sales Specialist responsible for business development and client engagement in Investment Management. Leading sales efforts and leveraging strategic sales techniques and technology tools.
Responsibilities
As a Sales Specialist within our dynamic Financial Institutions team, you will play a critical role in business development and client engagement across the Investment Management and Alternative Asset Management segments.
Your product suite includes Market Intelligence’s flagship desktop platform – Capital IQ Pro which integrates several industry renowned data-sets including SNL Financial, Capital IQ, and Visible Alpha.
You will also be responsible to lead sales efforts around data-feeds and data-automation/AI which S&P is heavily vested in and continuing to build upon.
You will leverage both strategic sales techniques and cutting-edge sales technology tools like SalesLoft to drive growth and client success.
Implementing strategic business development initiatives to attract new clients within the Financial Institutions space with a focus on Investment Management and Alternative Asset Management.
Utilizing commercial technology tools like SalesLoft to streamline outreach, track client engagement, and optimize sales processes.
Expanding our Data & Research product reach within the existing MI client portfolio, leveraging both traditional and innovative sales strategies.
Identifying upsell and cross-sell opportunities within each segment of your portfolio using analytical tools and market intelligence.
Championing extensive product usage within each account, ensuring clients fully leverage our solutions for maximum benefit.
Requirements
Experienced in consultative sales and/or account management within the Financial Institutions sector, with a proven track record in business development.
Proficient in the use of commercial technology tools like SalesLoft for sales engagement, pipeline management, and performance analytics.
Excellent communicators with the ability to effectively engage diverse client segments in the Financial Institutions sector.
Strategic thinkers who can manage multiple projects simultaneously, maintaining focus and effectiveness under pressure.
Confident in liaising with senior stakeholders and decision-makers across various segments of Financial Institutions.
Curious and innovative, constantly seeking new methods and technologies to improve sales processes and client engagement.
Benefits
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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