Sales Specialist Americas - Data, Valuations and Risk (Investor Services)

S&P Global • New York, NY

8h • $124,192 - $170,000

About The Position

About the Role: Sales Specialist - Data, Valuations and Risk (Investor Services) The Team: This is an appointment in S&P Global's Sales Team with responsibility for selling our DVR product suite to Investor Services clients (namely Fund Administrators). This position will be located in New York City and will also liaise with counterparts in the other major financial centers. The successful candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships. Responsibilities and Impact: Sales & Account Management is a key function within S&P Global and is responsible for client-facing activity including co-ordination of sales coverage to maximize new business generation, up-selling opportunities, cross-selling opportunities; contract renewals, roll-out of new products and overall business development. The DVR product suite is composed of Pricing, Valuations & Reference Data (PVR), Equities Data & Analytics (EDA), and Financial Risk Analytics (FRA). Within Investor Services, Fund Administrators represent a key strategic client segment for the S&P Global DVR group, with a focus on expanding relationships across tier 1 and tier 2 firms. S&P datasets are typically used by Fund Administrators to support daily portfolio valuations and NAV calculations for their buy-side clients, covering all OTC asset types (Bonds, Loans, Derivatives) as well as illiquid and alternative assets. In addition, Fund Administrators, Custodians, and Agent Lenders form an integral part of the broader investor services ecosystem, leveraging the EDA products like S&P’s Securities Lending and Dividend Forecasting services. This role requires a senior, client-oriented sales professional who can identify and drive opportunities across these interlinked segments: Fund Administration, Custody, and the broader Pricing and Valuations landscape. · Generation of lead pipeline for new business and existing clients. ·Reporting of actual vs. budgeted sales on a regular basis. ·Maintain communication with accounts by being in regular contact with key users and build a position of trust, respect and openness with the view to generate new business across all S&P Global's product lines. ·Listen and identify the client’s needs and feedback any cross selling opportunities to relevant product line Sales team. ·Proactively look for Sales referrals from existing accounts. ·Take ownership of client issues with the help of the data and Business Development teams. · Maintain pipeline and generate management report (cold calls list, user list etc) from Salesforce. ·Delegate non $ opportunity related activities (billing, initial and on-going client set up and training, admin duties around contracts etc) to relevant support teams. ·Take responsibility for keeping S&P Global's products knowledge to a high standard for your defined product area and a referral standard for S&P Global’s other product lines and remain aware of any future development. ·Act as a point person for your allocated product providing understanding of clients, technical information, product characteristics, coaching Sales peers in terms of Sales USPs and pre sales questioning etc. ·Active participation in Sales Conferences, special events, as well as organizing and promoting webinars and roundtables, sales collateral production, client entertainment, and association memberships. It is expected that you will help drive these activities for your product line to maximize sales revenue and retention. ·The position involves regular client interaction across different locations, including regular on-site visits.

Requirements

• 5 - 10 years of broad based experience with a market data vendor or bank with exposure to managing complex relationships and/or process’s
• Knowledge and experience of financial markets and financial ecosystem
• Strong written and verbal communication skills
• Strong inter-personal and influencing skills
• Commercial awareness
• Key requirement of managing complex relationships towards the main objective of increasing revenue streams year-on-year in line with the account plan
• Ability to inspire and influence peers and colleagues across the firm through industry expertise and excellence in all aspects of communication and leadership
• Personal impact
• Must be able to manage senior level meetings
• Good communication skills both written and verbal required for complex commercial and business discussions
• Needs to build internal relationships as well as external ones.
• Important to have the confidence of product managers and other salespeople.
• Team player and willing to progress in a rapidly changing environment

Responsibilities

• Generation of lead pipeline for new business and existing clients.
• Reporting of actual vs. budgeted sales on a regular basis.
• Maintain communication with accounts by being in regular contact with key users and build a position of trust, respect and openness with the view to generate new business across all S&P Global's product lines.
• Listen and identify the client’s needs and feedback any cross selling opportunities to relevant product line Sales team.
• Proactively look for Sales referrals from existing accounts.
• Take ownership of client issues with the help of the data and Business Development teams.
• Maintain pipeline and generate management report (cold calls list, user list etc) from Salesforce.
• Delegate non $ opportunity related activities (billing, initial and on-going client set up and training, admin duties around contracts etc) to relevant support teams.
• Take responsibility for keeping S&P Global's products knowledge to a high standard for your defined product area and a referral standard for S&P Global’s other product lines and remain aware of any future development.
• Act as a point person for your allocated product providing understanding of clients, technical information, product characteristics, coaching Sales peers in terms of Sales USPs and pre sales questioning etc.
• Active participation in Sales Conferences, special events, as well as organizing and promoting webinars and roundtables, sales collateral production, client entertainment, and association memberships.
• The position involves regular client interaction across different locations, including regular on-site visits.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed