Full-Time
Technical Account Manager
Confirmed live in the last 24 hours
Pontera
201-500 employees
Platform for managing retirement accounts
Compensation Overview
$90k - $120kAnnually
Entry, Junior
New York, NY, USA
Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.
- 2+ years of relevant Technical Support / Customer Success experience
- Demonstrated technical aptitude for, and experience supporting, client-serving and/or web-based applications and SaaS solutions.
- Excellent project management experience and proven ownership of Customer Support projects and initiatives
- A flexible and adaptable problem solver - you thrive when you can jump in and have a tangible impact
- Superlative verbal and written communication skills
- Experience managing high volume of accounts and support requests
- The ability to prioritize quickly in a fast-paced environment
- Positive attitude, collaborative approach to problem solving, and a drive to take initiative
- Strong familiarity with Salesforce/API/monday.com
- Plus: SaaS and/or Wealth Management Experience
- Develop and maintain in-depth knowledge of the Pontera platform and its technical nuances to connect it to firm-level knowledge; act as an internal technical subject matter expert & resource (i.e. Single Sign-On, API, Organization configuration, etc.)
- Be a dedicated resource to champions of designated Premium Support firms in your book of business
- Partner with Strategic Relationship Managers to proactively and strategically support key customers in their experience with Pontera, including: attending regular meetings with dedicated firms to manage goals, milestones, risks and overall success; utilizing quantitative and qualitative insights to anticipate potential risks and mitigate impact; and surfacing business related learnings and blockers to the Strategic Relationship Manager
- Own the full process of onboarding transitioning assets to the platform and ensuring sustained success
- Detect platform incidents and align key stakeholders for communication and ultimate resolution, and swiftly and expertly resolve escalated customer issues
- Work with the product team and bring the voice of the customer from Enterprise & Mid-Market organizations to help prioritize feature requests
- Coordinate communication & training of internal and external stakeholders on new features and product developments
- Execute on strategic projects that support the success of Technical Account Managers and Pontera as a whole
Pontera provides a platform for financial advisors to manage and monitor their clients' 401k and other retirement accounts. The platform allows advisors to integrate all investable assets into a single portfolio, which helps in offering comprehensive wealth planning. Pontera's service focuses on active management, which has shown to generate an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This approach can significantly enhance long-term wealth accumulation for investors. Pontera primarily targets financial advisors and their clients, especially those with multiple retirement accounts. The company operates in the wealth management sector and offers a subscription-based service to advisors, enabling them to improve their service offerings and client outcomes. This business model not only provides a steady revenue stream through subscription fees but also enhances client satisfaction and retention for the advisors.
Company Stage
N/A
Total Funding
$147.3M
Headquarters
New York City, New York
Founded
2012
6 month growth
↑ 15%1 year growth
↑ 49%2 year growth
↑ 109%
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.
Help us improve and share your feedback! Did you find this helpful?