Teams at PFM

The Account Executive seeks and closes customer engagements, manages sales pipelines, drives lead generation, and achieves sales targets while collaborating with marketing and Sales Engineers.

Administer, configure, and enhance enterprise applications (Dynamics 365, Power Platform, SharePoint) to improve processes, automate workflows, and deliver reporting. Partner with stakeholders and vendors across project lifecycles—requirements, design, testing, deployment, and support—while managing tickets, documentation, data lifecycle, and continuous improvement.

The Project Manager will oversee municipal bond transactions, build client relationships, ensure project compliance, and manage a team while developing business plans.