Customer Support Representative

| New York, NY, USA
Employer Provided Salary: 50,000-60,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • CanvaDesign
    • IllustratorDesign
    • PhotoshopDesign
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • TrelloManagement
    • DocuSignCRM
    • OutreachCRM
    • SalesforceCRM
    • Salesforce PardotCRM

An Insider's view of Pontera

What’s the vibe like in the office?

I feel like my team at FeeX is genuinely invested in my success. They'll take time out of their day to provide feedback and help me grow as a professional. Over time, we've even become close friends. Not only do I thoroughly enjoy coming to work each day, but at FeeX, I feel like it's a privilege.

Jack

Senior Business Development Representative

What does your typical day look like?

Customer success solves everyone's problems, from advisors who use our platform, to those of their clients, to internal questions from our team.

In my role, no two days are the same. We not only look to improve our clients' experience, but also serve as their advocates in terms of product feedback and suggestions for improvement.

Alexa

Customer Success Representative

How has your career grown since starting at the company?

I started at FeeX as a Customer Success Representative. It was my first job out of college and I didn't have any experience in customer success, nor experience in the industry. Since then, the team at FeeX has mentored me, helped me grow, and provided opportunities that have helped me build my own team and become a leader.

Kelly

Director of Customer Success

What makes someone successful on your team?

Genuine curiosity! Asking clients deeper questions and truly understanding their situation helps us to align for success.

We also want everyone to feel comfortable asking their colleagues questions. There are no stupid questions: If you don’t know the answer, someone else will. Learn, then pass it on. That’s how we all get better.

Tim

Senior Partner Engagement Manager

What are Pontera Perks + Benefits

Culture
Open door policy
Team based strategic planning
Pair programming
Open office floor plan
Hybrid work model
Flexible work schedule
Diversity
Mean gender pay gap below 10%
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Child Care & Parental Leave
Generous parental leave
Family medical leave
Adoption Assistance
Fertility benefits
Family planning allowance
Vacation + Time Off
Generous PTO
Paid holidays
Paid sick days
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Relocation assistance
Home-office stipend for remote employees
Mother's room
Professional Development
Job training & conferences
Promote from within
Online course subscriptions available
Customized development tracks
Virtual coaching services

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