Compensation Overview

$70,000 - $75,000Annually

+ OTE + Equity grant participation

Junior

New York, NY, USA

Required Skills

Sales

Communications

Requirements

Track record of success as an individual contributor working in consultative sales, business development or an external relationship building role
Basic understanding of the financial services industry
Superlative verbal and written communication skills
History of conducting effective client phone outreach and video-conference calls
Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients
Skilled at drafting professional and persuasive emails
Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM
High energy and infectious attitude for delivering elite service to clients
Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills
Bachelor’s degree
2 yrs+ relevant experience

Responsibilities

Strategic engagement with partner firms to drive platform adoption and growth
Serve as the main commercial point of contact for our partners on behalf of Pontera
Manage a large pipeline of partner engagement efforts with use of a CRM and other sales software tools
Regular coordination of partner training and communication of product feature updates and enhancements
Stay informed on how industry trends and topics impact the businesses of our partners to ensure clear communication of ongoing best practice

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.

Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

Pontera is looking for an exceptional Partner Engagement Manager (“PEM”) to join our growing team. You will be responsible for building strong, long-lasting relationships with our partners to help them grow their business on the Pontera platform. Given our unique platform and business model, a PEM is much more than a traditional technology company account manager. The PEM plays a critical role in our partners’ paths to successful implementation of the Pontera platform for their businesses. As a PEM you have the hybrid duty of driving near-term revenue by guiding new partners through the initial phase of platform adoption while also developing roadmaps for consistent, long-term partner growth strategies. This is a massive opportunity for a talented individual contributor to further develop a career in account management and business development with support from experienced management and mentors.

RESPONSIBILITIES

Strategic engagement with partner firms to drive platform adoption and growth.
Serve as the main commercial point of contact for our partners on behalf of Pontera.
Manage a large pipeline of partner engagement efforts with use of a CRM and other sales software tools.
Regular coordination of partner training and communication of product feature updates and enhancements.
Stay informed on how industry trends and topics impact the businesses of our partners to ensure clear communication of ongoing best practice.

REQUIREMENTS

Track record of success as an individual contributor working in consultative sales, business development or an external relationship building role
Basic understanding of the financial services industry
Superlative verbal and written communication skills
History of conducting effective client phone outreach and video-conference calls
Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients
Skilled at drafting professional and persuasive emails
Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM
High energy and infectious attitude for delivering elite service to clients
Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills
Bachelor’s degree
2 yrs+ relevant experience

What We Offer

Compensation: Base Salary $70,000 - $75,000 / OTE $90,000 - $100,000
Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
Team Culture: A collegial, collaborative, fun work environment with frequent team events
Equity: All new hires are eligible for equity grant participation
Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
Food Perks: Fully stocked kitchen & lunch reimbursement program
Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO days

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pontera

View

Website

View Company Profile

Pontera's environment fosters a culture of transparency and compliance, making it an ideal place for professionals passionate about ethical financial management. The company is a leader in the field of 401k management software, equipping financial advisors with tools for secure account handling and strategic tax optimization. This focus on empowering advisors to maintain regulatory compliance while enhancing client outcomes marks it as a standout workplace in the financial technology sector.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York, New York

Founded

2012

Growth & Insights

Headcount

6 month growth

↑ 26%

1 year growth

↑ 65%

2 year growth

↑ 130%