Sales Operations Systems Analyst

About the Company

PureFacts Financial Solutions is a rapidly growing, market leading WealthTech 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 are 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!

About the Role

The Sales Operations Business Systems Analyst is instrumental in advancing PureFacts’ company goals and sales targets over the next 3-5 years, offering significant growth and impact opportunities. Key responsibilities span several essential areas, including Strategy & Cross Functional Collaboration, Process Improvement & Optimization, Data, Platform, & Reporting Management, and System Administration & Support. This role provides the chance to be on the forefront of building and optimizing a dynamic, results-driven sales organization. At PureFacts, you’ll join a supportive, innovative environment where your contributions directly shape the company’s success and help drive the future of the industry.

Responsibilities

Strategy & Cross-Functional Collaboration

• Work with the VP of Sales Operations to translate sales process and strategy into effective, system-compliant solutions.
• Collaborate closely with sales, client success, business development, product, finance, and IT teams.
• Represent Sales Operations in system initiatives, including defining business requirements, implementing changes, and coordinating user acceptance testing.
• Take ownership of the sales technology stack, ensuring alignment with cross-functional teams and other systems.
• Provide training and support to the revenue teams on system usage and new functionalities to ensure successful adoption.

Process Improvement & Optimization

• Develop and manage the business vision for Sales Operations systems, prioritizing enhancements to drive automation, accelerate the sales cycle, and improve processes.
• Evaluate, select, implement, and integrate technology tools to support revenue teams and enhance overall performance.

Data, Platform, & Reporting Management

• Drive data accuracy, completeness, and consistency across all systems and tools (CRM, marketing automation, sales automation, etc.).
• Develop and maintain systems to track key metrics and KPIs for revenue teams
• Build, analyze, and report sales data for the management team.

System Administration & Support

• Administer and maintain sales software, databases, and systems (e.g., CRM, sales intelligence tools) to support the sales team’s needs.
• Implement system updates and improvements, coordinating with sales, cross functional stakeholders, IT, and vendors.
• Monitor system performance, troubleshoot issues, and provide support to the revenue teams.
• Maintain detailed user manuals and system documentation for reference and training purposes.
• Manage relationships with software vendors to support Sales Operations goals and ensure service level agreements are met.
• Ensure system compliance with data privacy regulations and best practices.

Requirements/Qualifications

The role has hybrid work requirements and will be expected in-office (Manhattan area) several days of the week.

Interpersonal Qualifications

• Energetic problem solver with the ability to assess high-level goals and outline actionable steps.
• Exceptional communication skills, both verbal and written, with strong interpersonal abilities for conducting training and supporting team members.
• Strong quantitative and analytical skills, with a detail-oriented approach.
• Proven ability to multi-task, meet deadlines, and thrive in a fast-paced, adapting environment.

Technical Qualifications

• Bachelor's degree in Business, Marketing, Computer Science, or a related field.
• Minimum of 3-5 years of experience in sales operations or a similar role.
• Strong understanding of sales processes and systems, with hands-on experience in tools like Salesforce, HubSpot, Salesloft, CPQ, Jira, and data enrichment tools.
• Prior experience in the SaaS software industry, with familiarity in business intelligence, analytics, and data integration.
• Experience in mergers and acquisitions (M&A) within the technology sector, specifically in systems integration, is advantageous.
• Experience with Jira integrations and data enrichment systems within a CRM is preferred.
• Basic understanding of contract language and audit processes is beneficial.

Measurements of Success

• Efficiency and accuracy of sales data management.
• Effective project management
• Alignment of digital tools with sales process
• User satisfaction and feedback from the sales team.
• Effectiveness of training programs and user support.
• Achievement of sales performance targets.
• Compliance with data privacy regulations and best practices.

What do we offer:

• A great team!
• Lots of growth opportunities
• Flexible work environment
• Competitive compensation
• Wellness programs & great employer benefits (includes dental vision massage, etc.!)
• GoodLife membership corporate discount
• Did we mention a great team?!

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PureFacts is committed to fostering an environment where all employees are treated with respect and dignity and can fully contribute to the culture of our organization. PureFacts is an equal opportunity employer, which values, respects and leverages the competences and differences of employees and job applicants from diverse backgrounds to help us meet our company goals while helping you meet your career goals. We welcome all applicants and encourage individuals who identify with any of the protected grounds under the human rights legislation to apply to any open role.

PureFacts is committed to providing reasonable workplace accommodations, including accommodations during the recruitment process. To the extent possible, job applicants are responsible for making their accommodation needs known. Please advise the PureFacts recruiter if you require an accommodation at any time during the recruitment process, including disability-related accommodations. PureFacts will evaluate the accommodation request and may request more information from the job applicant to facilitate the accommodation. All requests will be taken seriously, and no applicant will be penalized for making an accommodation request.