Full-Time

Sales Manager

Partner Engagement

Posted on 5/29/2024

Pontera

Pontera

201-500 employees

Financial advisor software for 401k management

Fintech

Mid, Senior

New York, NY, USA

Required Skills
Sales
Communications
Salesforce
Requirements
  • Experience in sales management or team leadership
  • Experience implementing consultative selling techniques and leveling-up underperforming team members
  • Superlative presentation, demonstration and verbal & written communication skills
  • Technical and operational acumen, preferably with Salesforce
  • Experience working in cross-functional environments with track record of problem solving and bringing proactive solutions to drive team & company performance
  • Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or leadership
  • Basic understanding of the financial services & wealth management industry preferred
  • Bachelor’s degree
Responsibilities
  • Hiring & training: grow and maintain headcount to ensure that your team operating at full capacity
  • Coaching & Mentoring: hands-on development of your team’s skills through various 1:1s, coaching sessions and ad-hoc best practices
  • Hold your team accountable to high standards of professional habits that lead to superior performance
  • Driving your team to hit quarterly targets through positive and motivational feedback
  • Execute strategic projects with guidance from director and to continuously improve our partner engagement processes
  • Collaborate with Director on tactical initiatives to overcome sales challenges and better understand & leverage partner feedback

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, New York

Founded

2012

Growth & Insights
Headcount

6 month growth

24%

1 year growth

52%

2 year growth

116%