About the role

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.

What you'll do

• 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.

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