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.
The Business Systems Senior Manager will be the product owner of all GTM sales tech stacks and play a critical role in managing the development, utilization, and integration of all tools the business development team uses. CRM (Salesforce) administration is a major component of this role; a successful candidate should have an excellent knowledge of Salesforce’s capabilities and best practices, which they will utilize to drive improvements, build new processes, and optimize our team’s current business processes.
This is an incredible opportunity for anyone who is excited about being one of the founding members of Pontera’s RevOps team, reporting into our Director of Revenue Operations. You will have the opportunity to build, scale and make an impact across all GTM functions of a hypergrowth FinTech startup.
RESPONSIBILITIES
- Work autonomously to manage, build, deliver, and maintain custom Salesforce solutions to support sales, marketing, and customer success processes
- Manage and develop a fast-growing team, initially managing one team member
- Manage all other tools connected to Salesforce (Gong, data enrichment, scheduling, lead routing, CRMA, and proprietary internal systems)
- Handle ongoing system maintenance, customization/updates, and enhancements to all sales tech stack without interruption to the users
- Lead strategic business systems projects using project management best practices: following a Design, Build, Test, Train, & Deploy process
- Creatively seek out and combine varied data sources to deliver recommendations
- Hold regular prioritization meetings with stakeholders and cross-functional teams to understand opportunities for process and systems improvements and capture and document business requirements
REQUIREMENTS
- 6-8+ years of progressive experience within the Salesforce.com ecosystem, starting as an admin; experience with Salesforce Lightning is required
- Prior experience developing and managing a team is preferred
- Experience working with sales tools that integrate with SFDC such as Gong, Outreach, Docusign, etc.
- Clear demonstration of effective organizational skills and ability to manage multiple projects and stakeholders
- Experience with project management tools and methodologies; specific experience with project management tools is a plus
- Ability to collaborate with cross-departmental teams and leaders to manage and execute complex technical projects
- Strong experience with Excel (Pivot table, vlookup, index match, etc.)
- Excellent oral and written communication skills
- Ability to drive results in a fast-paced environment with a high sense of urgency
- Compensation: $140,000 to $165,000 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 & 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.
What the Team is Saying
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!
