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Strategic Client Engagement Engineer

Location: Norwalk, CT | New York City | Boston 

Working Environment: Hybrid 

 

Your Team’s Impact: 

The FactSet Dealmakers and Wealth SBU (D&W) is responsible for supporting workflows that cater to wealth, banking and other dealmaking clients. Within D&W, the Wealth and Advisory group focuses on Wealth Management Professionals, Financial Advisors, and their workflows. Most new wealth clients receive hybrid combinations of Data Feed/Web Workstation offerings, and our clients represent the majority of the FactSet Web deployments. We are continually growing our user base and oversee some of the largest deals in FactSet history. Wealth engineering is unique with how closely our engineers work with our sales teams and our clients.   

 

The Strategic Client Engagement engineering group is at the forefront of the partnership between Wealth and FactSet’s clients. This group facilitates client deployments and integrations, tailoring solutions for specific client needs to build lasting partnerships with key technical stakeholders and business contacts at our most notable relationships.  As we have continued to expand our presence in the market, we are looking for a Strategic Client Engagement Engineer to act as a dedicated technical resource and client-facing point of contact.   

 

What You’ll Do: 

  • Communicate Directly with Clients: Engage with clients through regular meetings and correspondence to understand their business needs and challenges, providing expert technical advice and consultation. 

  • Manage Contractual Deliverables: Ensure all agreed deliverables are met within timeframes and to specified quality standards by maintaining detailed project timelines and tracking progress accurately. 

  • Coordinate with Internal Teams: Collaborate with various internal departments, including Sales, Product, and other Engineering stakeholders to ensure seamless alignment on client requirements and project objectives. 

  • Triage Client Issues: Efficiently prioritize and manage client requests and issues, using the issue tracker to log details, direct emails for urgent matters, and escalate critical issues when necessary. 

  • Act as a Single Point of Contact: Serve as the liaison between account teams and technical engineering resources, ensuring clear communication and efficient resolution of client queries and concerns. 

  • Consult with Clients on New Projects: Work closely with clients to evaluate and design tailored solutions that align with their strategic goals and facilitate introductions to FactSet’s products and services. 

  • Build/Foster Client Relationships: Develop and maintain strong, positive relationships with clients by actively listening to their feedback and continuously improving service delivery to enhance client satisfaction. 

  • Understand Foreign Code Bases: Examine and gain insight into external code systems in use by clients, identifying areas that may require intervention or support and tracking down technical bugs. 

  • Analyze Logs and Resolve Issues: Perform deep-dive analysis into system logs and data to identify patterns, correlations, and root causes of technical issues, and implement strategic resolutions.

  • Develop and Deploy Strategic Code Fixes and Enhancements: Collaborate with development teams to create, test, and deploy code solutions and improvements that address client-specific needs and enhance system functionality. 

 

What We’re Looking For: 

  • 3-5 years of web development experience. 

  • Bachelor’s degree in Computer Science or other relevant degree. 

  • Experience in the financial services industry with a strong understanding of workflows and challenges. 

  • Strong technical, analytical, troubleshooting, and communication skills. 

  • Proficiency with Git and other source control management systems. 

  • Experience in a client-facing role with direct interaction and engagement. 

  • Proficiency with Chrome development tools for application analysis and optimization. 

  • Proficiency with Kibana dashboards and query language for data visualization. 

  • Familiarity with various JavaScript/Python frameworks. 

   

The budgeted base salary for this position in the state of Connecticut and NYC is $120,000-155,000. Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What’s In It For You:

  • The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, innovative minds that value collaboration and welcome your new ideas to the table.
  • Mentorship and growth opportunities from senior employees.
  • Career progression planning and a focus on career development, complete with dedicated time each month for conference attendance, online learning seminars, and networking.
  • A robust social community dedicated to volunteerism, intramural sports, and team-building events.
  • Business resource groups that align with our company value of "Always Inclusive," designed to foster a welcoming and supportive environment for all.

Learn more about our benefits here.

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process.  All qualified applicants will be considered for employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. FactSet participates in E-Verify


FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Average salary estimate

$137500 / YEARLY (est.)
min
max
$120000K
$155000K

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What You Should Know About Strategic Client Engagement Engineer, FactSet

Are you ready to embark on a thrilling journey as a Strategic Client Engagement Engineer with FactSet? Located in Norwalk, CT, but with the flexibility of a hybrid working environment, you'll be part of an innovative team that is essential to our Wealth and Advisory group. Your role is dynamic; you'll engage directly with clients, helping them navigate the complex landscapes of wealth management. Your responsibilities will include managing contractual deliverables and ensuring that all client needs are met on time and with exceptional quality. You’ll collaborate with various internal teams, including Sales and Product, to ensure everyone is aligned and working towards the same goals. What makes this role exciting is the chance to triage client issues and serve as a dedicated point of contact, facilitating smooth communication between our account teams and engineering resources. Not only will you analyze logs to resolve technical issues, but you'll also consult with clients on new projects to create tailored solutions that truly meet their strategic objectives. This is your chance to build strong relationships with clients and enhance their satisfaction by delivering top-notch solutions. With a solid background in web development and experience in the financial services sector, you're equipped to dive deep into foreign code bases and implement strategic enhancements. Join FactSet, where your expertise will be cherished and your contributions will lead us into the future of wealth management!

Frequently Asked Questions (FAQs) for Strategic Client Engagement Engineer Role at FactSet
What are the responsibilities of a Strategic Client Engagement Engineer at FactSet?

As a Strategic Client Engagement Engineer at FactSet, you will be responsible for communicating directly with clients to understand their business needs, managing contractual deliverables within given timeframes, and coordinating with various internal teams for seamless project execution. Your role also includes triaging client issues, consulting on new projects, and developing strong client relationships, all while leveraging your technical skills to analyze logs and resolve issues.

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What qualifications are needed to apply for the Strategic Client Engagement Engineer position at FactSet?

To qualify for the Strategic Client Engagement Engineer role at FactSet, you should possess 3-5 years of web development experience, a Bachelor’s degree in Computer Science or a related field, and a strong understanding of financial services workflows. Proficiency with Git, Chrome development tools, and a familiarity with various JavaScript/Python frameworks are also essential.

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How does the Strategic Client Engagement Engineer contribute to client satisfaction at FactSet?

The Strategic Client Engagement Engineer contributes to client satisfaction at FactSet by acting as a single point of contact for clients, addressing their queries and concerns efficiently. By fostering positive relationships, understanding client needs, and consulting on tailored solutions, you play a pivotal role in enhancing the client experience and ensuring that all deliverables meet high quality and time standards.

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What is the working environment like for a Strategic Client Engagement Engineer at FactSet?

The working environment for a Strategic Client Engagement Engineer at FactSet is hybrid, allowing for a balance between remote work and in-office collaboration. You'll be part of a dynamic team in Norwalk, CT, fostering an environment that values collaboration, innovative ideas, and professional growth, all enhanced by a deeply committed community.

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What career development opportunities are available for a Strategic Client Engagement Engineer at FactSet?

FactSet offers numerous career development opportunities for a Strategic Client Engagement Engineer, including mentorship from senior employees, career progression planning, and dedicated time each month for networking, conference attendance, and online learning seminars. These initiatives are designed to help you grow and thrive in your career.

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Common Interview Questions for Strategic Client Engagement Engineer
Can you describe your experience in managing client relationships as a Strategic Client Engagement Engineer?

When answering this question, share specific examples of how you've engaged with clients, understood their needs, and maintained ongoing communication to foster positive relationships. Emphasize your ability to listen to feedback and adapt your service delivery accordingly.

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What strategies do you use to manage project deadlines and deliverables?

Discuss your approach to project management, including how you set timelines, prioritize tasks, and track progress. It may be helpful to mention any tools or methodologies you use to ensure all deliverables are met efficiently, like project management software or Agile practices.

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How do you handle technical issues raised by clients?

Explain your process for triaging and resolving technical issues, including how you prioritize issues based on urgency and client impact. Share an example of a past experience where you efficiently resolved a technical problem to the client's satisfaction.

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What data analysis tools are you proficient in, and how have you applied them in your previous roles?

List the data analysis tools you’re familiar with, such as Kibana dashboards or Chrome development tools, and provide examples of how you’ve utilized these tools to analyze system issues, track performance, or identify patterns that improve client solutions.

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How do you collaborate with internal teams to meet client expectations?

Discuss your experience working cross-functionally with departments like Sales and Product. Give examples of how collaboration helped you align client requirements with project objectives and the positive outcomes that resulted from these initiatives.

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What experience do you have in web development, and how does it relate to the role?

Clearly outline your web development background, including languages and frameworks you are proficient in. Relate your tech experience to the role, explaining how it enables you to understand and address technical challenges faced by clients.

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Describe a time when you successfully contributed to a tailored client solution.

Choose a specific instance where you applied your technical skills and client knowledge to develop a customized solution that met a client’s unique needs. Highlight the successful result and any feedback received from the client.

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How do you manage to keep your technical skills updated?

Share the methods you use to stay current with industry trends and tech developments, such as attending conferences, pursuing additional training, or engaging in relevant online communities. This shows your commitment to continuous learning and adapting in a fast-paced environment.

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How would you approach a situation where there is a misunderstanding with a client?

Explain your conflict resolution approach, emphasizing the importance of clear communication and active listening. Provide a real example where you successfully clarified misunderstandings and restored client trust.

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What do you think is the most critical aspect of being a Strategic Client Engagement Engineer?

Share your insights on the essential qualities for success in this role, such as strong communication skills, technical proficiency, client-centric focus, and the ability to build lasting relationships. Explain why these qualities are important and how they contribute to client success.

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We are committed to being a career destination for collaborative, inclusive, and creative thinkers with a passion and commitment to make a difference. FactSet values diversity and believes that our best ideas can come from anyone, anywhere, at any...

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Full-time, hybrid
DATE POSTED
April 16, 2025

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