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.
We’re looking for a strategic and data-driven GTM Operations & Strategy Director to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets.
You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices.
This role reports directly to the VP Revenue Operations.
Data Insights
- Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale
- Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity
- Work closely with the data team to provide insights to GTM leaders.
- Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation.
Process Impacting GTM Productivity & Efficiency
- Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes.
- Identify gaps in Pontera’s product that impact GTM productivity, and work with the Product organization to drive removal of such gaps
- Build business cases for new growth initiatives and GTM experiments.
Pipeline
- Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities
- In collaboration with other Revenue Operations members, drive programs to improve lead conversion, pipeline velocity, and retention
Forecast
- Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process
- Lead the GTM forecast process, in collaboration with Revenue Operations Pre-Sale and Post-Sale team members
Quota & Incentive Plans
- Work closely with GTM leadership, Revenue Operations team members and finance to design quotas and incentive plans to meet GTM goals
Cross-Functional Leadership
- Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy
- Translate high-level company strategy into actionable, measurable GTM plans
- 8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus
- Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.)
- Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.).
- Proven ability to drive cross-functional alignment in a fast-paced environment.
- Exceptional communication skills, both written and verbal.
- Strategic thinker who’s also comfortable rolling up their sleeves to execute.
- Experience in SaaS or high-growth tech companies
- High level of financial modeling and forecasting
- Familiarity with the wealth management industry - a plus
- Compensation: Annual Base Salary of $190,000-$220,000
- 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 day
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.
Top Skills
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!
