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 the Director of Sales, you will be a key part of the go-to-market leadership team. You will manage a team of managers responsible for quota carrying functions including Mid-Market and SMB Account Executives and Business Development Reps. We will look to you to draw on your perspective as a seasoned sales leader to set strategy and execute on our growth goals as we pursue our mission of helping investors retire wealthier.
- Responsible for day-to-day hiring, training, coaching & general oversight of your direct reports (this is a full time management, non-quota carrying role).
- Talent acquisition: capable of hiring a team of A-players who immediately raise the bar.
- Talent development: develop your team through 1:1s, coaching sessions and ad-hoc best practices. Train them to exceed quota and make an outsized contribution.
- Talent management: hold your team accountable to high standards of performance. Drive your team to hit quarterly targets through positive and motivational feedback. Take decisive action (i.e. promote top-performers and counsel under-performers out).
- Collaborate with other GTM leaders to drive improvements to overall sales processes.
- Effectively utilize our sales tech stack to ensure operational efficiency and data-driven decisions.
- ~10 years of sales leadership experience, overseeing individual contributors and managers, ideally in tech, wealthtech, or asset management
- Demonstrated track record of top performance
- Superlative leadership skills. A magnet for talent, capable of bringing in and developing bar-raising managers and individual contributors to Pontera.
- Excellent coach and teacher, able to coach tactics while also managing personalities
- Operationally excellent, with an in-depth understanding of metrics, forecasting, and other elements of sales ops & strategy
- Experience working in cross-functional environments with track record of problem solving and bringing proactive solutions to drive team & company performance
- Growth mindset. Constantly looking to learn and improve.
WHAT WE OFFER
- Compensation: Base Salary $150,000 - $200,000, OTE dependent on experience
- 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.
What the Team is Saying
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
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
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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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!
