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FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access

to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients needs and exceeding their expectations.

The Principal Product Manager Performance Solutions Delivery Architecture is responsible for discovery, strategy, success metrics, planning, launch, and optimization of the client solutioning process from their legacy Performance Solution to FactSet Performance Solution (FPS). These legacy Performance Solutions include many market solutions, including (but not limited to) SS&C Sylvan, SS&C Anova, Eagle Performance, Confluence StatPro, etc but will also include clients transitioning from FactSet B-One to FPS.

This person will represent FactSet as a Performance Subject Matter Expert in client engagements during the solution creation phase of the sales & onboarding lifecycle, which begins during the sales process (pre-contract) and extends throughout the implementation. This person will work heavily across Product, Sales, Enterprise Hosting, Portfolio Services, Professional Services, and Support Services.

JOB REQUIREMENTS

Client Engagement and Solution Design:

• Serve as the Performance Subject Matter Expert in new sales opportunities, particularly for complex, multi-component Performance product sales.

{=html} <!-- --> - Partner with Sales, Professional Services, and Managed Services to thoroughly understand client requirements through Product Assessments & Solutions Workshops.

{=html} <!-- --> - Design and document Performance solutions tailored to client business requirements.

{=html} <!-- --> - Partner with Professional Services to develop and advise on the optimal approach to prioritizing implementation phases.

Solution Documentation and Implementation Support:

• Produce comprehensive solution design documents to guide the Professional Services team in crafting Statements of Work (SOW) for implementation.

{=html} <!-- --> - Establish and document a prioritized gap list for clients, aligned with the implementation timeline and plan, ensuring all stakeholders are informed and engaged.

Cross-functional Collaboration:

• Work closely with various internal teams (Product, Sales, Enterprise Hosting, Portfolio Services, Professional Services, and Support Services) to ensure cohesive and coordinated efforts in client solutioning and implementation.

{=html} <!-- --> - Communicate with various Product teams across Performance and other functional areas to translate client use cases and requirements into actionable product enhancements which are needed as part of the solution design.

{=html} <!-- --> - Maintain continuous communication with clients throughout the solutioning and implementation phases to ensure alignment and satisfaction.

QUALIFICATIONS

• Extensive experience as a Performance Subject Matter Expert, preferably with hands-on experience in transitioning clients from legacy solutions such as SS&C Sylvan, SS&C Anova, Eagle Performance, Confluence StatPro, and FactSet B-One to new performance solutions.

{=html} <!-- --> - Strong background in leading client workshops, requirements gathering, and solution design.

{=html} <!-- --> - Proven ability to create detailed and actionable solution design documents and implementation plans.

{=html} <!-- --> - Demonstrated capability to work collaboratively across multiple internal teams and manage complex projects, inspiring several cross-functional teams to deliver on the product solution and vision without direct authority.

{=html} <!-- --> - Bachelors degree in STEM, finance, economics, or other relevant field, or equivalent experience

{=html} <!-- --> - 12+ years relevant experience

COMPETENCIES:

• Insights: Actively engages with users and prospects to deepen understanding of current user needs and anticipate future needs. Sought out for expertise on end-market trends and competitors.

Strategy: Translates company and Firm Type strategies into specific priorities and objectives for their product line department. Evangelizes the strategy across the department and the business line. P