Senior Sales Specialist – Intelligent Document Service

FactSet

Senior Sales Specialist driving revenue for Intelligent Document Service at FactSet. Building client relationships and leading the sales process to connect document libraries to AI solutions.

Posted 7/8/2026full-timeNew York City • Connecticut, Massachusetts, New York • 🇺🇸 United StatesSenior💰 $112,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving revenue through the full sales cycle, with a strong focus on client engagement and relationship building within financial institutions. Proficient in consultative selling and presenting complex solutions to senior decision-makers.

Highest-signal resume keywords

Client-Facing Sales ExperienceFinancial Services WorkflowsConsultative Selling SkillsVector Databases FamiliarityCloud Environments Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementRevenue GenerationBusiness DevelopmentRelationship BuildingDocument Landscape AnalysisWorkshop FacilitationExecutive Briefing LeadershipDemos CoordinationNet-New Business DevelopmentExisting Relationship Expansion

Soft Skills

Exceptional Presentation SkillsCross-Functional Collaboration

Tools & Technologies

SnowflakeDatabricksAWS

Industry Keywords

Financial InstitutionsDocument/OCR Platforms

Tech Stack

Tools & technologies

AWSCloud

About the role

Key responsibilities & impact

Drive revenue for IDS by owning the full sales cycle
Build and manage a visible sales pipeline
Build relationships with senior decision-makers
Lead discovery on clients' document landscape
Position IDS versus internal builds and generic document/OCR platforms
Collaborate cross-functionally with account teams
Lead client engagements including workshops and executive briefings
Coordinate and lead IDS demos

Requirements

What you’ll need

Bachelor's degree
8+ years of client-facing sales experience
Experience selling into financial institutions
Strong understanding of financial services workflows
Familiarity with vector databases, embeddings, RAG, and cloud environments (e.g., Snowflake, Databricks, AWS)
Exceptional presentation and consultative selling skills
Proven success in driving net-new business and expanding existing relationships
Must be legally authorized to work in the United States without the need for employer sponsorship

Benefits

Comp & perks

Health, life, and disability insurance
Retirement savings plans
Discounted employee stock purchase program
Paid time off for holidays
Family leave
Company-wide wellness days
Flexible work accommodations
Career progression planning and monthly learning and development time
Business Resource Groups open to all employees