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Lead efforts with Retirement Plan Advisors, manage relationships, drive product adoption, and oversee a team to enhance client experience and growth.

The Senior Data Engineer will design and optimize Pontera's data platform, oversee BI solutions, integrate AI, and mentor junior staff.

As a RevOps Specialist, you'll optimize post-sale operations, analyze performance reports, improve processes, and collaborate cross-functionally to enhance revenue growth.

Manage the sales pipeline for defined contribution recordkeepers, negotiating and closing complex deals while collaborating with internal teams.

The Senior Revenue Operations Analyst will optimize post-sale processes, provide operational support, and analyze performance metrics to drive revenue growth.

The Advisor Success Associate engages with large RIA's and IBDs, generating new business through outbound prospecting and conducting demo calls.

The Senior Advisor Success Manager will build relationships with partners to enhance platform adoption, manage a pipeline of clients, and conduct business reviews.

The Account Executive will manage the full sales cycle with small and medium-sized wealth management firms, focusing on relationship building and improving sales processes.

The Business Analyst will support process optimization, deliver data-driven insights, and manage ad-hoc projects within the Revenue Operations team, ensuring efficient operations and collaboration across functions.

Serve as a legal advisor on product development, ensuring compliance with regulations and drafting relevant legal documents.