The Account Executive at PureFacts is a direct quota carrying sales role focused on new business and driving recurring and non-recurring revenue in accordance with the PureFacts market solution strategy.
Responsibilities:
* Secure new clients and generate revenue.
* Own the sales cycle from prospecting and discovery through negotiation and close.
* Establish relationships with key stakeholders, including C-level executives, to drive engagement and interest.
* Collaborate with sales engineering to deliver tailored product demonstrations that address client needs.
* Build and manage pipeline by qualifying inbound leads, developing outbound strategies, and conducting market research.
* Submit weekly forecast to leadership.
* Coordinate internal and external teams to align stakeholders and ensure deals progress efficiently.
* Support & coordinate business needs analyses (BNAs) to scope solutions and accelerate the sales process
* Create and execute a strategic territory plan.
* Represent PureFacts at meetings, conferences, and networking events to build relationships and drive sales opportunities.
* Maintain accurate CRM data to ensure pipeline visibility and alignment across teams.
* Stay informed about industry trends and competitor activity to position PureFacts as a thought leader.
Requirements/Qualifications:
* 5 years of SaaS sales experience, ideally in FinTech or Enterprise B2B environments
* Expertise in value-based selling and managing complex sales cycles.
* Strong understanding of wealth/asset management industries.
* Experience with CRM tools (e.g., Salesforce) and pipeline management.
* Exceptional communication, negotiation, and strategic thinking skills.
* Collaborative mindset with cross-functional teams.
* Results-driven, adaptable, and proactive with a 'hunter' mentality.
Measurements of Success:
* Quota achievement
* Pipeline health: Build and maintain a high-quality sales pipeline
* Account strategy: Approach accounts holistically and gear towards senior decision makers
* Forecast accuracy: Submit weekly pipeline reports accurately and timely
* Consistently meet or exceed KPIs and OKRs that are set by the business
What We Offer:
* A great team!
* Lots of growth opportunities
* Flexible work environment, where you have the option to work from home or the office
* Competitive compensation
* Wellness programs & great employer benefits (includes dental+ vision +massage, etc.!)
* GoodLife membership corporate discount
* Competitive long-term incentive plan to ALL our permanent employees in the form of rewarding Stock Options that are above and beyond market standards.
* Did we mention a great team?!
About the Company
PureFacts Financial Solutions is a rapidly growing, market leading WeathTech organization, on an exciting journey committed to becoming a leading Canadian firm with a world class team. At PureFacts, we are on a mission to create meaningful, differentiated wealth solutions that help people live their best life. We use artificial intelligence, big data, and the latest technologies, along with our industry expertise, to help firms grow revenue, reduce costs, manage risk, and delight their customers. Our wealth solutions are mission critical to our clients.
Combined with our solutions and loyal clients, our hungry, humble & smart team is a cornerstone to our growth. In addition to our highly valued wealth solutions, we are committed at PureFacts to help create a better life for all. We are focused under our corporate citizenship arm of PurePossibilities to provide food, shelter, education and employment for the less fortunate, enabling one step at a time a leg up for all.
At PureFacts, we do business differently. We believe in a six-stakeholder model where employees, clients, partners, the community, the environment and the shareholders are beneficiaries of the business. For our differentiated approach and results, PureFacts was selected as one of 100 most innovative WealthTech firms in the world by WealthTech 100. In summer 2024, we announced a partnership with GrowthCurve Capital as a majority investor and are planning to 4-10x our business in the coming 3-5 years. To meet that hyper growth, we our investing in our people, operations and technology to continue to service our clients at the highest level.
We embody six values – Hungry, Humble, Smart, Purposeful, as well as Teamwork and Radical Candor. If that sounds like you and you want a seat on the rocket ship, then join us at PureFacts!