Professional Services Consultant

About PureFacts Financial Solutions

PureFacts is the leader in the Revenue Performance Management category for wealth and asset management firms. The PureRevenue™ 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, PureFacts has helped leading financial institutions turn revenue from an operational process into a strategic advantage.

At PureFacts, 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.

About the role

In this role, you'll be responsible for supporting the successful implementation and delivery of PureFacts' Broker-dealer compensation technology solutions, working directly with global clients to understand their compensation programs, business processes, and operational requirements. You'll combine expertise in Broker-Dealer Compensation, Total Rewards, business analysis, data, and SaaS solution consulting and implementation to translate complex business requirements into practical, scalable technology solutions.

You'll work closely with client stakeholders, including Compensation, Finance, Operations, and Technology teams, while partnering internally with Product, Engineering, Project Management, and Professional Services colleagues.

You'll also play an important role in advancing our AI-first approach, identifying opportunities to leverage AI, automation, and intelligent workflows to streamline implementation activities, improve data quality, and enhance the overall client experience.

This is an ideal opportunity for someone who enjoys solving complex business problems, working with data and technology, and helping financial services organizations modernize their Broker-dealer compensation processes.

What you'll do

Compensation Consulting & Advisory

• Develop a strong understanding of clients' Broker-Dealer Compensation and Total Rewards programs, including commission structures, incentive plans, bonus programs, compensation calculations, and related business rules.
• Partner with client stakeholders to understand compensation policies, processes, business objectives, and operational challenges.
• Translate complex compensation structures into practical, scalable solutions using PureFacts' compensation products.
• Provide recommendations that balance client needs, standard product capabilities, implementation effort, business value, and delivery risk.
• Identify opportunities to simplify compensation processes, improve accuracy, and reduce manual administrative work.
• Act as a trusted advisor to clients throughout the implementation lifecycle.

Business Analysis & Solution Design

• Lead training and requirements gathering workshops, discovery sessions, and solution design discussions with clients.
• Analyze existing compensation processes, workflows, business rules, and data structures.
• Document functional requirements, process maps, user stories, acceptance criteria, and solution specifications.
• Translate business requirements into clear, actionable deliverables for technical and product teams.
• Identify gaps between client requirements and standard product functionality, recommending appropriate solutions, change manage/mentor alternatives.
• Maintain traceability of requirements, design decisions, approvals, and changes throughout implementation.
• Support solution demonstrations, design reviews, and stakeholder signoffs.

Solution Configuration, Data & Testing

• Configure and support the implementation of PureFacts' compensation solutions based on approved business requirements.
• Work with client and internal technical teams to support data mapping, transformation, validation, and integration activities.
• Analyze compensation data to identify discrepancies, exceptions, and potential configuration issues.
• Develop and support the execution of test scenarios to validate compensation calculations, business rules, workflows, and system functionality.
• Support system integration testing (SIT), user acceptance testing (UAT), and defect resolution.
• Investigate and troubleshoot functional issues, working collaboratively with Engineering and Product teams.
• Ensure solutions are accurately documented, tested, and ready for deployment.
• Support production readiness, knowledge transfer, and post-implementation handoff.

AI, Automation & Continuous Improvement

• Leverage approved AI tools to improve the efficiency and quality of business analysis, requirements documentation, process mapping, testing, and solution delivery.
• Identify opportunities to automate repetitive implementation activities, including reconciliation, test preparation, and documentation.
• Use AI-assisted analysis to identify potential compensation calculation errors, with appropriate human validation.
• Support the adoption of AI-enabled tools and workflows within Professional Services.
• Partner with Product and Technology teams to identify opportunities for AI-driven enhancements to compensation solutions and client experiences.
• Apply appropriate data privacy, security, and governance practices when working with AI tools and sensitive client compensation information.
• Share AI use cases, lessons learned, and best practices that improve delivery quality, consistency, and scalability.

Client Engagement & Project Delivery

• Serve as a primary functional point of contact for assigned implementation activities and workstreams.
• Facilitate client workshops, solution demonstrations, training sessions, and working meetings.
• Independently manage assigned deliverables, priorities, dependencies, and timelines.
• Communicate progress, risks, issues, and decisions clearly to internal and external stakeholders.
• Identify potential scope changes and work with Project Management to assess impact and obtain appropriate approvals.
• Build strong client relationships through responsiveness, professionalism, and solution-oriented communication.
• Support successful client adoption through training, documentation, and knowledge transfer.

Cross-Functional Collaboration

• Partner with Product, Engineering, Quality Assurance, Project Management, and other Professional Services team members to deliver high-quality solutions.
• Provide client feedback and implementation insights to support product improvements.
• Collaborate with technical teams to investigate issues and resolve implementation challenges.
• Contribute to standardized implementation methodologies, documentation, templates, and delivery processes.
• Share knowledge and support the development of fellow consultants.
• Identify opportunities to improve client satisfaction, implementation efficiency, and delivery outcomes.

Qualifications

• Required Qualifications
• 3+ years of experience in Broker-Dealer Compensation, Total Rewards, compensation consulting, financial services technology, or a related functional consulting role.
• Strong understanding of compensation programs, including commission structures, incentive plans, bonus calculations, compensation rules, and associated business processes.
• Experience in fintech, SaaS software implementations, professional services consulting, business analysis, or client-facing technology delivery.
• Demonstrated experience gathering and documenting business requirements, facilitating workshops, mapping processes, and supporting solution design.
• Experience supporting software training, configuration, testing, issue resolution, and implementation activities.
• Strong analytical skills with the ability to interpret complex business rules, data structures, and compensation calculations.
• Ability to independently manage assigned projects or workstreams, prioritize competing demands, and deliver against established timelines.
• Excellent communication, presentation, and stakeholder management skills.
• Strong problem-solving skills with the ability to translate business needs into practical technology solutions.
• Comfortable working with sensitive financial, employee, organizational, and compensation data.
• Bachelor's degree in Business Administration, Finance, Information Technology, or a related discipline, or equivalent professional experience.

AI & Technology Capabilities

• Demonstrated interest in and practical experience using AI tools to improve productivity, analysis, documentation, or operational workflows.
• Ability to identify opportunities where AI and automation can reduce manual work and improve accuracy.
• Familiarity with generative AI tools such as Microsoft Copilot, ChatGPT Enterprise, or similar approved business applications.
• Ability to use AI-assisted tools responsibly, critically evaluate outputs, and validate results before use.
• Ability to learn new technologies, systems, and AI-enabled capabilities quickly.

Preferred Qualifications

• Direct experience with Broker-Dealer Compensation, advisor compensation, commissions, revenue sharing, or wealth management compensation platforms.
• Experience implementing enterprise SaaS solutions in financial services, wealth management, or asset management environments.
• Strong proficiency with Microsoft Excel and comfort working with structured data.
• Experience with SQL, data mapping, ETL processes, data integrations, or data validation.
• Familiarity with APIs, relational databases, and enterprise system integrations.
• Experience with Jira, Confluence, Salesforce, or similar project and collaboration tools.
• Experience with compensation calculation engines, commission management platforms, or incentive compensation systems.
• Experience using Power BI, Tableau, Power Automate, or similar analytical and automation tools.
• Experience working in a fast-paced, high-growth technology or SaaS organization.

What Success Looks Like

In your first year, you will:

• Onboard on our Products and platform, completing a self-directed onboarding curriculum, as well as shadowing a peer on a customer facing implementation.
• Deliver an assigned compensation implementation with a peer shadowing you.
• Successfully deliver assigned compensation implementation on your own on time and to agreed quality standards.
• Build a strong understanding of PureFacts' compensation products, capabilities, and implementation methodologies.
• Develop trusted relationships with clients and internal stakeholders.
• Translate complex compensation programs into accurate, scalable product configurations.
• Improve requirements quality, testing effectiveness, and implementation documentation.
• Identify and implement practical AI or automation opportunities that reduce manual effort and improve delivery