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.
Pontera is seeking a Senior Strategic Relationship Manager (SRM2) to own the onboarding, maintenance, and expansion of key relationships with Enterprise partners. The ideal candidate has experience driving revenue for a product or technology provider in the Financial Services industry through channel partnerships, key account relationships, and outbound sales strategies. The role is highly strategic, and involves coordinating firm resources across marketing, pre and post sales, product, and customer success to drive adoption, avoid churn, and ultimately delight our enterprise clients. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth, and a career path within the Strategic Relationship Management (SRM) team to learn, develop, and progress towards people leadership. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.
- Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
- Proactively and opportunistically identify opportunities to expand our business and deepen relationships with Enterprise partners
- Work cross-functionally with Sales, Marketing, Product, and Customer Success (CS) to build and execute onboarding strategies with large enterprise clients
- Help develop and refine partner firm launch programs in collaboration with marketing, product, and customer success to build training programs, assets, activities, announcements, and more.
- Map complex partner organizations and develop deep expertise of their innerworkings to enable Pontera to drive value to our customers while driving revenue to our business
- Leverage templated resources to develop custom account-based marketing strategies and materials to support your key partners
- Effectively stickhandle and triage customer support requests around technical integrations and potential platform issues
- Work with Customer Success (CS) to ensure partners have the resources and coverage they need to better serve their clients; sharing the voice of the customer and product feedback internally
- Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
- Coordinate with sales, and revenue operations to ensure a successful connection and integration across Pontera & client systems prior to Enterprise launches
- Improve channel productivity & exceed growth targets by continuously testing and refining your approach
- Maintain accurate and up to date notes and opportunities in Salesforce
- Bachelor’s Degree
- 8+ year’s professional experience in key account management, channel sales, and/or strategic partnership management required
- Former financial advisors have shown to be a good fit for this role
- Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
- High EQ, with a demonstrated ability to build professional relationships with internal and external stakeholders
- Collaborative team player, able to coordinate internal stakeholders and gain buy-in
- Highly entrepreneurial, creative, and opportunistic
- Self-motivated with ability to work in fast paced, changing environment
- A sense of urgency, persistence, scrappiness, grit
- Strong project management skills
- Willing to travel (up to 20%)
WHAT WE OFFER
- Compensation: $150,000 base, OTE Depending 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 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 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!
