Sales Enablement Specialist

About Pure Facts Financial Solutions

Pure Facts is the leader in the Revenue Performance Management category for wealth and asset management firms. The Pure Revenue™ Platform helps organizations maximize revenue potential by connecting pricing, billing, compensation, advisor behavior, and AI-powered intelligence within a single Revenue Book of Record. By transforming fragmented revenue processes into a coordinated growth system, firms gain greater visibility, stronger pricing discipline, improved revenue capture, and more effective advisor alignment.

The result is faster organic growth, improved profitability, and increased enterprise value. For more than 25 years, Pure Facts has helped leading financial institutions turn revenue from an operational process into a strategic advantage.

At Pure Facts, we are building an AI-native platform and company. We embed AI, intelligent automation, and agentic workflows across our products and operations to detect anomalies, surface insights, streamline repetitive work, and support faster, better decision-making. In a highly regulated industry, we believe AI must be practical, governed, and auditable—amplifying human expertise while helping our teams and clients focus on higher-value, strategic work.

Pure Facts is seeking a highly organized and systems-oriented Sales Enablement Specialist to support the effectiveness, productivity, and scalability of our Go-to-Market (GTM) organization.

This role is designed for someone who thrives at the intersection of creativity and analytics—someone who enjoys using both sides of their brain. As a Sales Enablement Operations Specialist, you’ll combine curiosity, technical aptitude, and strategic thinking to optimize systems, streamline workflows, and turn data into actionable insights that help our teams perform at their best. If you’re someone who loves asking "How can we make this better?"

and enjoys bringing structure to complexity, you’ll find endless opportunities to make an impact.

The successful candidate will have experience working in a high-growth technology or SaaS environment and will be comfortable independently managing projects, coordinating stakeholders, and improving processes across multiple business functions.

• Serve as a key administrator and power user of sales systems, including Salesforce, Outreach/Kaia, Anthropic/MSFT Copilot Studio, and other critical business applications.
• Lead CRM data governance and hygiene initiatives, continuously improving data quality, workflows, dashboards, and reporting to support reliable business insights and operational excellence.
• Partner with Sales, Customer Success, Marketing, Product, Finance, and Operations teams to improve lead-to-revenue processes.
• Identify opportunities to automate manual workflows and improve system adoption.
• Build, prioritze, and maintain system integrations between Snowflake, Salesforce, and other business systems.
• Create and maintain systems enablement materials sales processes, workflows, and operating procedures.

• Support onboarding and training of new sales team members on systems, tools, and processes.
• Develop and maintain sales resources, Pure Play Book  (our internal handbook), documentation, and enablement materials.
• Collaborate with finance to track critical sales metrics and distribute to the broader organization.
• Support territory planning and account assignment strategies by maintaining territory hierarchies, optimizing account ownership, monitoring coverage, and tracking sales performance through dashboards, reporting, and data analysis.

• Lead and coordinate cross-functional projects while proactively identifying process improvement opportunities, recommending scalable solutions, and driving initiatives that enhance operational efficiency, data quality, and user experience.
• Independently manage projects from planning through implementation to completion, and retrospective views.
• Coordinate stakeholders across Sales, Customer Success, Marketing, Product, and Finance.
• Facilitate meetings,…