PureFacts Financial Solutions

Financial Services51-200 employeesWebsite

3

Open Roles

PureFacts Financial Solutions is a company in the Financial Services industry, employing between 51-200 people. Currently, the company has 3 open positions. PureFacts Financial Solutions is currently hiring for three roles: * **Account Executive - Toronto:** This hybrid role involves securing new clients and generating revenue. The Account Executive will be responsible for the entire sales cycle, from prospecting to closing deals. The Account Executive will establish relationships with key stakeholders, collaborate with sales engineering, build and manage a sales pipeline, and submit weekly forecasts to leadership. Additionally, this role requires the creation and execution of a strategic territory plan, along with maintaining CRM data. * **Account Executive - New York:** This is a hybrid role. Similar to the Toronto-based position, this role focuses on new business and driving revenue, encompassing the full sales cycle. The Account Executive will establish relationships with key stakeholders, collaborate with sales engineering, build and manage a sales pipeline, and submit weekly forecasts to leadership. In addition, the creation and execution of a strategic territory plan, along with maintaining CRM data are required. * **Professional Services Consultant:** This hybrid role involves delivering PureFacts solutions to clients in the wealth management, asset management, and financial advisory sectors. The Professional Services Consultant will work closely with clients to understand their business needs, configure and implement products, and ensure successful adoption. This role will also manage medium-complexity projects, engage directly with clients, and deliver tailored solutions. Responsibilities include leading discovery sessions, translating business needs into solutions, delivering product implementations, and managing client expectations. In addition, the consultant will be responsible for solution configuration and analysis, and collaborating with cross-functional teams, while also mentoring junior team members. The Account Executive roles require experience in SaaS Sales, FinTech, Enterprise B2B, Value-Based Selling, Complex Sales Cycles, Wealth Management, Asset Management, CRM Tools, and Salesforce, and experience with pipeline management, communication, negotiation, strategic thinking, collaboration, and a results-driven, proactive approach. The Professional Services Consultant should have expertise in Client Engagement, Requirements Translation, Product Implementation, Project Management, Solution Configuration, Data Consulting, ETL Process Analysis, and Data Validation. The Account Executive positions in Toronto and New York, and the Professional Services Consultant position all offer a hybrid work environment. Here are some frequently asked questions about PureFacts Financial Solutions and these specific job openings: 1. **What is the size of PureFacts Financial Solutions?** PureFacts Financial Solutions has between 51 and 200 employees. 2. **What are the key responsibilities of the Account Executive roles?** The Account Executive roles focus on securing new clients, generating revenue, managing the sales cycle, building relationships with stakeholders, and creating and executing a territory plan. 3. **What are the responsibilities of the Professional Services Consultant?** The Professional Services Consultant will be responsible for client engagement and delivery, solution configuration and analysis, and partnering with and collaborating with other teams. 4. **What are the required qualifications for the Account Executive positions?** The Account Executive positions require 5 years of SaaS sales experience, expertise in value-based selling, and a strong understanding of wealth/asset management industries. 5. **What are the required qualifications for the Professional Services Consultant position?** The Professional Services Consultant position requires 3–7 years of experience in consulting, professional services, business analysis, or implementation roles, along with a background in financial services.