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.
As a Business Systems Analyst, you’ll be the day-to-day steward of Pontera’s go-to-market (GTM) tech stack—centered on Salesforce but spanning tools such as Gong, Outreach, and proprietary internal systems. Reporting to the Director of Information Systems, you’ll translate business needs into scalable system solutions, maintain data quality, and deliver insights that accelerate Sales, Marketing, and Customer Success.
This is an ideal opportunity for a hands-on Salesforce professional who wants to deepen technical skills, broaden RevOps exposure, and grow with a top-tier fintech startup.
- Salesforce Administration & Configuration (≈50 %)
- Create/maintain objects, fields, flows, page layouts, dashboards, and reports
- Manage user setup, permissions, profiles, and queues
- Troubleshoot issues and implement best-practice security & data-governance measures
- Tech-Stack Support & Integrations (≈25 %)
- Monitor and optimize integrations with Gong, Outreach, scheduling, data-enrichment, CRMA, and other tools
- Coordinate minor releases and sandbox testing to ensure business continuity
- Process Documentation & Continuous Improvement (≈15 %)
- Map “as-is” vs. “to-be” workflows for GTM teams
- Gather requirements, build lightweight project plans, and roll out enhancements using an agile Design → Build → Test → Train → Deploy cycle
- Analytics & Insight Delivery (≈10 %)
- Combine Salesforce and external data sources to build analyses (pipeline health, conversion funnels, campaign ROI)
- Present findings and recommendations to RevOps leadership and GTM stakeholders
What You'll Bring:
- 2–4 years hands-on experience in the Salesforce ecosystem (Sales Cloud Lightning required; Admin certification a plus)
- Exposure to at least one GTM-adjacent tool that integrates with Salesforce (e.g., Gong, Outreach, DocuSign)
- Solid understanding of relational data models, validation rules, and automation (Flow Builder, Process Builder, or Apex triggers)
- Proficiency with Excel/Google Sheets (pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH)
- Familiarity with project-management tools (Jira, Asana, Monday.com, etc.) and agile or waterfall methodologies
- Strong organizational skills: able to juggle multiple tickets/projects, manage priorities, and meet deadlines
- Clear, concise verbal and written communication; comfortable working cross-functionally
- High bias for action, curiosity, and a desire to grow into broader RevOps or Business Systems leadership over time
Nice-to-Have
- Experience with Salesforce Analytics Cloud (CRMA) or another BI/visualization platform (Tableau, Looker)
- Knowledge of SQL or another query language
- Prior work in fintech, wealth-management, or B2B SaaS environments
- Compensation: $120,000-$140,000 annual base salary + equity
- 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.
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What We Do
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors improve financial outcomes through more comprehensive investment management. 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. At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts. Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
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.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
