Compensation Overview

$50,000 - $60,000Annually

+ Equity + Paid Parental Leave + Professional Development Programs + Fully Stocked Kitchen + Work Flexibility

Junior, Mid, Senior

New York, NY, USA

Required Skills

Communications

Requirements

Exceptional team player with the ability to relate and care for customers.
Excellent verbal and written communication skills.
High energy, positive, and can-do attitude.
High intellect, quick to learn and eager to excel.
Comfortable in a fast paced, high-growth start-up environment.
Bachelor's degree or equivalent.

Responsibilities

Provide software support and troubleshoot basic technical issues.
Respond to all client questions and issues in a quick and comprehensive manner.
Escalate technical issues to the relevant internal teams.
Communicate and solve issues with cross functional teams by phone, email, video chat.
Work on specific projects as needed.

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

We are currently experiencing hyper growth and are looking for an outgoing and enthusiastic Customer Support Representative (CSR) to join our NYC based team. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.

RESPONSIBILITIES

Provide software support and troubleshoot basic technical issues.
Respond to all client questions and issues in a quick and comprehensive manner.
Escalate technical issues to the relevant internal teams.
Communicate and solve issues with cross functional teams by phone, email, video chat.
Work on specific projects as needed.

REQUIREMENTS

Exceptional team player with the ability to relate and care for customers.
Excellent verbal and written communication skills.
High energy, positive, and can-do attitude.
High intellect, quick to learn and eager to excel.
Comfortable in a fast paced, high-growth start-up environment.
Bachelor’s degree or equivalent.

WHAT WE OFFER

Compensation: $50,000 - $60,000 annually
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

↑ 49%

2 year growth

↑ 130%

INACTIVE