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.
This pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera’s growth!
- GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera’s data platforms.
- Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations.
- Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives.
- Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives.
- 2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company
- Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus)
- Advanced spreadsheet and modeling skills and ability to draw insights
- Strong attention to detail
- Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams.
- Strong problem solving skills and collaborative approach to solutioning
- Self-motivated and able to run with projects autonomously with minimal oversight
- Experience with executive-level reporting and presentations is a plus
- Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus
- Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus
- Familiarity with wealth management industry is a plus
- Compensation: Annual Base Salary of $110,000-$140,000
- 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.
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!
