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Full-Time

Internal Sales Associate

Posted on 7/26/2024

Pontera

Pontera

201-500 employees

Financial advisor software for 401k management

Consulting
Venture Capital
Fintech
Crypto & Web3
Financial Services

Compensation Overview

$67k - $83.8kAnnually

+ Equity Grants

Entry, Junior

New York, NY, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • Proven expertise in cultivating strong professional relationships with both internal and external stakeholders.
  • Ability to excel in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback, and active participation.
  • Exceptional presentation, verbal, and written communication skills.
  • Strong sense of urgency and professionalism, coupled with a persistent and proactive approach.
  • Demonstrated history of achieving outstanding performance and results.
Responsibilities
  • Identify leads and generate new business through proactive outbound prospecting.
  • Conduct demo calls over Zoom with prospects.
  • Utilize excellent organizational skills to create an accurate and relevant follow up prospect list.
  • Deliver an engagement strategy consisting of value-added resources, research, data, and due diligence materials throughout the sales cycle.
  • Coordinate with internal departments to enhance organizational alignment and optimize efficiency.

Pontera offers financial advisor software for 401k management, allowing advisors to securely manage held-away accounts and optimize tax strategies. The platform also provides consolidated reporting, secure rebalancing, and aids compliance with financial regulations.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York City, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

12%

1 year growth

38%

2 year growth

93%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $60 million funding round and a $550 million valuation indicate strong financial health and growth potential.
  • Partnerships with major firms like Stifel, Ameritas, and CAPTRUST expand Pontera's market reach and enhance its service offerings.
  • The expansion into a new 41,000 square foot space in New York City signals significant growth and operational scaling.

What critics are saying

  • The fintech space is highly competitive, and Pontera must continuously innovate to maintain its edge.
  • Integration challenges with multiple partners and platforms could lead to operational inefficiencies.

What makes Pontera unique

  • Pontera specializes in enabling financial advisors to manage held-away accounts like 401(k)s and 403(b)s, a niche not widely addressed by other fintech platforms.
  • The platform's seamless integration with existing portfolio management tools provides a unique advantage in delivering holistic financial advice.
  • Pontera's focus on secure and compliant management of retirement accounts sets it apart in the fintech landscape.
INACTIVE