CareerPlan

Client Solutions Associate - Enterprise Data Solutions - San Francisco, CA | Boston, MA (February 2027)

San Francisco, CA, USAFull-time$70k–$76k2026-10-23 → 2026-11-11
Hybrid

Core

Build trusted relationships with data and technology leaders in the financial industry to promote product usage, adoption, and reduce client cancellations.

Role type

Client Solutions Associate (Enterprise Data Solutions)

Builds

FactSet data products, APIs, datafeeds, and cloud services

Domain

Financial services / FinTech

Deliverable

client delivery

Required skills

Client relationship building, Financial market knowledge, Technology proficiency, Data-driven workflow implementation, Training facilitation, Product feedback synthesis

Preferred skills

API knowledge, Data pipeline experience, Scripting (Python, R, SQL), Advanced Excel

Technologies

FactSet platform, APIs, Datafeeds, Cloud services, Python, R, SQL, Microsoft Office

Responsibilities

Partner with clients to understand business and technical processes, Provide guidance on FactSet data solutions, Plan and lead product trainings and business reviews

Seniority

Entry-level / Junior