Jobs at Pontera

Lead Pontera’s marketing strategy and organization across brand, content, product marketing, events, demand generation, and GTM alignment. Build measurable marketing programs that drive pipeline and revenue, strengthen positioning in the wealth management market, and oversee budgets and performance. A core responsibility is building and integrating AI agents, automations, and workflows using tools such as ChatGPT or Claude, while partnering with Data and Product teams to improve marketing efficiency.

Build and maintain production data pipelines, integrations, semantic models, AI agents, copilots, and automated workflows using business data. Partner with Sales, Marketing, RevOps, and Customer Success to deliver reliable analytics and automation solutions. Establish data quality, monitoring, evaluation, access controls, and deployment practices while enabling colleagues to adopt AI tools effectively.

Provide software support to clients by answering questions, troubleshooting issues, investigating unclear problems, documenting and escalating complex matters, and collaborating across teams. The role requires clear, empathetic communication, sound judgment, organization, and proactive identification of recurring customer issues. Representatives also support initiatives that improve customer experience.

Designs, implements, monitors, and maintains AWS-based production and development environments. Builds secure, highly available, scalable cloud platforms; resolves infrastructure, scalability, reliability, and performance challenges; supports CI/CD and engineering delivery. Responsibilities include Kubernetes and container operations, Terraform infrastructure as code, Linux administration, security best practices, observability, GitOps, disaster recovery, and multi-account cloud management.

Drive advisor activation from registration to five managed clients within 90–120 days. Manage a named advisor pipeline, conduct onboarding and structured sales meetings, create urgency using Challenger and SPIN methodologies, perform outbound engagement, track activation milestones, and negotiate and close asset upsell opportunities with existing SMB customers.

Manage a named pipeline of financial advisors and advisor teams through Pontera’s initial activation phase. Lead onboarding meetings, create urgency using consultative sales methodologies, drive advisors toward onboarding five clients, conduct outbound engagement, track milestone progression, and negotiate and close asset upsell opportunities. Success is measured by rapid advisor activation, platform adoption, and commercial outcomes.

Generate new business through outbound prospecting, including cold calls, email campaigns, and social outreach. Build and maintain accurate prospect follow-up lists, overcome objections, develop sales pipelines, and serve as the initial contact for prospective clients. Success requires strong communication, organization, persistence, resilience, self-motivation, and relationship-building skills.

Own end-to-end billing operations including file validation, payment and check reconciliation, credits and refunds, unapplied cash resolution, SOPs/RACI creation, Quote-to-Cash requirements and UAT, and partner with Finance, CX, Product and RevOps to improve billing accuracy and customer communication.