Account Executive - New York jobs in United States
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PureFacts Financial Solutions · 6 hours ago

Account Executive - New York

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

PureFacts Financial Solutions is a global leader in revenue management and data-driven solutions for the wealth and asset management industry. The Account Executive role focuses on securing new clients, managing the sales cycle, and driving revenue growth through strategic engagement with key stakeholders.

Asset ManagementConsultingFinTechMachine LearningWealth Management

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

Qualification

SaaS sales experienceValue-based sellingCRM toolsWealth/asset managementProactiveHunter mentalityCommunication skillsNegotiation skillsStrategic thinkingCollaborative mindsetResults-driven

Required

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

Company

PureFacts Financial Solutions

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Purefacts is a software and consulting firm that serves the global wealth management industry.
dateFounded in 2010
location
Toronto, Ontario, CAN
people-size51-200 employees
web-link
https://www.purefacts.com

Funding

Current Stage
Growth Stage
Total Funding
$61.06M
Key Investors
Canadian Business Growth Fund
2024-08-01Acquired
2023-05-08Series Unknown· $8.68M
2021-12-16Series Unknown· $37M

Recent News

Business Wire
Capco and PureFacts Announce Strategic Partnership to Transform Revenue Optimization for Wealth & Asset Management
2025-12-02
PR Newswire
PureFacts CPO Jennifer Bouyoukos Honored in HRD Canada's 2025 Elite Women List
2025-11-04
GlobalFinTechSeries
PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing
2025-06-27
Company data provided by crunchbase