Full-Time

VP of Sales

Pontera

Pontera

201-500 employees

401k management software for advisors

Fintech

Senior, Expert

New York, NY, USA

Required Skills
Sales
Communications
Marketing
Data Analysis
Requirements
  • Proven track record of success in SaaS sales leadership roles, ideally within a fast-growing environment.
  • Demonstrated experience in building and leading high-performing sales teams.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
  • Strategic thinker with the ability to translate business objectives into actionable sales plans.
  • Bachelor's degree in business, marketing, or a related field
Responsibilities
  • Provide hands-on leadership to the sales team, establishing goals and metrics and setting the near and long-term strategy for continued successful expansion of our business development teams.
  • Recruit, train, and mentor high-performing teams, providing development opportunities for team members from entry level to senior leaders.
  • Foster a collaborative and results-driven sales culture, ensuring the team is motivated, engaged, and aligned with company objectives.
  • Set performance metrics, track progress, and provide regular feedback to enhance team performance.
  • Continually assess the team’s processes, resources, and reporting to ensure operational excellence.
  • Collaborate closely with cross-functional teams to align sales strategies with product development, marketing, and customer support initiatives.
  • Implement and leverage sales analytics to track and analyze key performance metrics.

Pontera distinguishes itself in the financial technology sector by offering a specialized software solution that enables financial advisors to effectively manage 401k and other held-away accounts, a service that directly addresses the complexities of modern retirement planning. The platform's capabilities in consolidated reporting, secure rebalancing, and compliance support are critical tools for advisors like Michael Gold of Gold Family Wealth, who credits Pontera with enhancing his service delivery and contributing to clients' financial well-being. This focus on empowering advisors with robust, regulation-sensitive tools positions Pontera as a valuable ally in the pursuit of optimized retirement strategies and client peace of mind.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

27%

1 year growth

63%

2 year growth

134%
INACTIVE