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 Senior Marketing Operations Manager, you will be a key driver of success for our Marketing team. In this role, you will lead the charge in streamlining marketing processes, leveraging cutting-edge technologies, and managing business-critical data strategies to fuel pipeline and revenue growth.
We’re seeking a candidate with proven experience building, scaling, and optimizing modern marketing operations, with a deep understanding of the sophisticated tech stacks utilized by $150M+ ARR companies. This role is ideal for a strategic thinker who thrives on execution to deliver impactful outcomes.
Marketing Technology Management
- Oversee and optimize traditional marketing tools and platforms such as Salesforce, Hubspot, 6sense, Dreamdata, Google Analytics, Google Tag Manager, and Qualified.
- Manage and oversee data enrichment and data automation/engagement tools to ensure we have current and actionable data for our teams.
- Evaluate and implement new tools as needed to improve efficiency, enhance campaign performance, and build a culture of continuous improvement.
Campaign Tracking, Attribution and Reporting
- Reimagine our tracking framework to ensure accurate data capture across all digital touchpoints, including custom event tracking, UTMs, and pixel implementation.
- Support implementation and troubleshooting of tracking strategies using foundational knowledge of website structure and basic coding concepts.
- Refine our marketing attribution strategy by evaluating and applying various attribution models. Ensure we optimize the use of Dreamdata and UTM parameters to deliver clear, actionable insights into campaign performance.
- Develop and maintain a KPI and ROI reporting cadence for all marketing functions (Growth, PMM, Comms, etc.)
Data Management, Privacy and Compliance
- Work with legal and compliance teams to oversee consent management practices, maintain data privacy standards, and ensure marketing campaigns are executed responsibly and within regulatory frameworks.
- Drive data quality and accuracy through a regular cadence of contact and account enrichment.
- Ensure all marketing operations comply with GDPR, CCPA, and other relevant data privacy regulations.
- 8+ years of marketing operations experience in a SaaS startup environment.
- Advanced Salesforce knowledge for campaign reporting and dashboards.
- Proficiency in Google Analytics and Google Tag Manager.
- In-depth knowledge and hands-on experience with 6sense platform.
- Strong understanding of GDPR, CCPA, and other data privacy regulations.
- Experience working alongside (or as part of) a marketing team and understand the end-to-end of building and measuring integrated marketing campaigns.
- Extraordinary communication and project management skills to prioritize projects and align teams.
- Data-driven mindset with expertise in reporting and interpreting data to optimize marketing strategies.
- Takes ownership - you spot areas of opportunity, analyze them, and proactively provide solutions.
- Passionate about marketing operations and technology and stays up to date on the latest trends.
WHAT WE OFFER
- Compensation: $165,000 to $185,000 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 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.
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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!
