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Jobs at PureFacts Financial Solutions (Now Hiring) — 3 open

PureFacts Financial Solutions logoPureFacts Financial Solutions

Customer Support Manager

Toronto, Ontario, Canada · On-site

$100k–$120k/yr

Senior$61M raised

About the role The Customer Support Manager is responsible for leading the day-to-day operations of the Customer Support team, ensuring exceptional service delivery, operational excellence, and a consistent customer expe…

Skills: Team Leadership, Customer Support Operations, Escalation Management, SLA Monitoring, Coaching and Mentoring

PureFacts Financial Solutions logoPureFacts Financial Solutions

Customer Success Manager

Toronto, Ontario, Canada · On-site

$100k–$120k/yr

Mid level$61M raised

About the role At PureFacts, Customer Success is about more than supporting customers—it's about becoming a trusted partner who helps clients maximize the value of their investment in the PureRevenue™ Platform. As a Cust…

Skills: Customer Relationship Management, Stakeholder Management, Customer Onboarding, Product Adoption, Strategic Planning

PureFacts Financial Solutions logoPureFacts Financial Solutions

DevOps Platform Enablement Lead

Toronto, Ontario, Canada · On-site

$120k–$160k/yr

Senior$61M raised

About the role Our technology organization is evolving from maintaining products to building a platform. We have separated our engineering operations into two focused groups — Service Reliability (“run the business”) and…

Skills: Azure, AWS, Docker, Kubernetes, Terraform

PureFacts Financial Solutions logo

Customer Support Manager

PureFacts Financial Solutions

Toronto, Ontario, Canada • On-site

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Senior

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  • $100k–$120k/yr
  • Full-time
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

Lead and develop a high-performing customer support team while overseeing daily operations and ticket queues. Coordinate operational activities across cross-functional teams to ensure exceptional service delivery and consistent customer experience.

Requirements

Requires over 5 years of experience supporting enterprise SaaS applications and at least 3 years of leadership experience. Strong communication and analytical skills are essential, with a preference for financial services or wealth management experience.

Full job description

About the role

The Customer Support Manager is responsible for leading the day-to-day operations of the Customer Support team, ensuring exceptional service delivery, operational excellence, and a consistent customer experience across the PureFacts Compensation Applications portfolio.

This role focuses on coaching and developing a high-performing team, managing customer support operations, driving service quality, and partnering with cross-functional teams to resolve customer issues efficiently. The Customer Support Manager serves as the operational leader for the support organization, ensuring customers receive timely, professional, and proactive support while continuously improving team performance and support processes.

What you'll do

Team Leadership & Development

  • Lead, coach, mentor, and develop a team of Customer Support Analysts (including one overnight Analyst)
  • Conduct regular one-on-one meetings, performance reviews, and career development discussions.
  • Support hiring, onboarding, and training of new team members.
  • Foster a collaborative, accountable, and customer-focused culture.
  • Balance workloads and ensure appropriate coverage across support shifts.
  • Promote knowledge sharing and continuous learning within the team.

Customer Support Operations

  • Oversee daily support operations and ticket queues, directly handling escalations as needed (including overnight escalations).
  • Monitor SLA performance, backlog health, response times, and customer satisfaction.
  • Manage customer escalations and coordinate timely resolution with internal teams.
  • Ensure consistent and proactive customer communication throughout the support lifecycle.
  • Identify recurring issues and drive operational improvements.
  • Monitor operational metrics and use data to improve team performance.

Customer Experience

  • Build trusted relationships with customers through professionalism, responsiveness, and transparency.
  • Participate in customer operational reviews and escalation meetings as needed.
  • Partner with Customer Success Managers to provide a seamless customer experience.
  • Advocate for customer operational needs while maintaining alignment with company processes and priorities.

Operational Coordination

Coordinate customer operational activities including:

  • Production readiness activities
  • Customer onboarding support
  • Environment readiness coordination
  • Release readiness validation
  • Customer testing coordination
  • Operational risk identification
  • Follow-up and issue tracking

Partner with Product, Engineering, DevOps, Professional Services, and Customer Success to ensure operational activities are completed successfully.

Note: The Customer Support Manager coordinates these activities but is not responsible for implementation or project ownership.

Cross-Functional Collaboration

Work closely with:

  • Product Management
  • Engineering
  • DevOps
  • Professional Services
  • Customer Success
  • Information Technology
  • Security

to resolve customer issues, improve support processes, and deliver an exceptional customer experience.

Continuous Improvement

  • Identify opportunities to improve support processes and customer experience.
  • Contribute to knowledge base improvements and internal documentation.
  • Support adoption of new tools, automation, and AI-enabled workflows that improve support efficiency.
  • Recommend operational improvements based on customer feedback and support trends.

Qualifications

  • 5+ years supporting enterprise SaaS or enterprise software applications.
  • 3+ years leading technical or customer support teams.
  • Experience managing customer escalations and SLA-driven support environments.
  • Strong communication, coaching, and organizational skills.
  • Experience collaborating with Product, Engineering, Professional Services, and Customer Success.
  • Strong analytical and problem-solving skills.
  • Ability to manage multiple priorities in a fast-paced environment.

Preferred

  • Financial Services or Wealth Management experience.
  • SQL troubleshooting experience.
  • Experience supporting cloud-based applications.

Success Measures

The Customer Support Manager will be measured by:

  • SLA attainment
  • Customer Satisfaction (CSAT)
  • Ticket backlog health
  • Escalation management
  • Team engagement and retention
  • Analyst development
  • Operational efficiency
  • Knowledge sharing and documentation quality
  • Continuous improvement initiatives
  • Cross-functional collaboration

Related keywords

Enterprise SaaSSLACSATSQLCloud-based ApplicationsFinancial ServicesWealth ManagementTicket QueuesCustomer OnboardingProduction ReadinessKnowledge BaseAI-enabled WorkflowsDevOpsProfessional ServicesCustomer Success

About PureFacts Financial Solutions

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Founded
2010
Headquarters
Toronto, Ontario
LinkedIn followers
23,414
Total funding
$61M

We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent costly mistakes and find optimization opportunities. We are global, with headquarters in Toronto Canada, and a presence in the USA, UK, Continental Europe and Asia Pacific regions. PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.

Offices: 48 Yonge St, Suite 400, Toronto, Ontario M5E 1G6, CA · Baslerstrasse 60, Beslerstrasse 60, Zurich, 8048, CH · 32 Threadneedle Street, London, EC2R 8AY, GB · R. do Mar Vermelho Nº2, 1.2, Lisboa, Portugal 1990-152, PT · Princeton, NJ, US

Fee CalculationAd-hoc ReportingClient Statement GenerationData AggregationData AnalysisWealth ConsultingProcess OptimizationRegulatory ComplianceAdvisor ResearchAdvisor Training
View all jobs at PureFacts Financial Solutions

About PureFacts Financial Solutions

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Founded
2010
Headquarters
Toronto, Ontario
LinkedIn followers
23,414
Total funding
$61M

We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent costly mistakes and find optimization opportunities. We are global, with headquarters in Toronto Canada, and a presence in the USA, UK, Continental Europe and Asia Pacific regions. PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.

Offices: 48 Yonge St, Suite 400, Toronto, Ontario M5E 1G6, CA · Baslerstrasse 60, Beslerstrasse 60, Zurich, 8048, CH · 32 Threadneedle Street, London, EC2R 8AY, GB · R. do Mar Vermelho Nº2, 1.2, Lisboa, Portugal 1990-152, PT · Princeton, NJ, US

Fee CalculationAd-hoc ReportingClient Statement GenerationData AggregationData AnalysisWealth ConsultingProcess OptimizationRegulatory ComplianceAdvisor ResearchAdvisor Training
View all jobs at PureFacts Financial Solutions

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