Senior Strategic Relationship Manager

Posted on 6/18/2024



201-500 employees

Financial advisor software for 401k management



New York, NY, USA

Required Skills
  • Bachelor’s Degree
  • 8+ year’s professional experience in key account management, channel sales, and/or strategic partnership management required
  • Former financial advisors have shown to be a good fit for this role
  • Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
  • High EQ, with a demonstrated ability to build professional relationships with internal and external stakeholders
  • Collaborative team player, able to coordinate internal stakeholders and gain buy-in
  • Highly entrepreneurial, creative, and opportunistic
  • Self-motivated with ability to work in a fast-paced, changing environment
  • A sense of urgency, persistence, scrappiness, grit
  • Strong project management skills
  • Willing to travel (up to 20%)
  • Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
  • Proactively and opportunistically identify opportunities to expand our business and deepen relationships with Enterprise partners
  • Work cross-functionally with Sales, Marketing, Product, and Customer Success (CS) to build and execute onboarding strategies with large enterprise clients
  • Help develop and refine partner firm launch programs in collaboration with marketing, product, and customer success to build training programs, assets, activities, announcements, and more.
  • Map complex partner organizations and develop deep expertise of their inner workings to enable Pontera to drive value to our customers while driving revenue to our business
  • Leverage templated resources to develop custom account-based marketing strategies and materials to support your key partners
  • Effectively stickhandle and triage customer support requests around technical integrations and potential platform issues
  • Work with Customer Success (CS) to ensure partners have the resources and coverage they need to better serve their clients; sharing the voice of the customer and product feedback internally
  • Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
  • Coordinate with sales, and revenue operations to ensure a successful connection and integration across Pontera & client systems prior to Enterprise launches
  • Improve channel productivity & exceed growth targets by continuously testing and refining your approach
  • Maintain accurate and up to date notes and opportunities in Salesforce

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


Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth