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Fintech • Software • Financial Services
The Relationship Manager will oversee relationships with defined contribution plan sponsors, educate them on Pontera’s services, and ensure client satisfaction while driving growth.
Fintech • Software • Financial Services
The Participant Service Manager will manage relationships with defined contribution plan sponsors, educate them on services, and drive satisfaction and advocacy.
Top Skills:
Advisory ServicesFinancial Services PlatformRecordkeepingRetirement Plan Products
Fintech • Software • Financial Services
The Senior Data Analyst will drive data-driven decision-making, perform deep analyses, develop dashboards and reports, and collaborate with various teams to optimize processes.
Top Skills:
DbtLookerPower BIPythonRSnowflakeSQLTableau
Fintech • Software • Financial Services
As a Data Scientist, you will analyze complex datasets, create dashboards, and support data-driven decision-making to drive business impact across the organization.
Top Skills:
DbtLookerPower BISnowflakeSQLTableau
Fintech • Software • Financial Services
This role manages relationships with defined contribution plan sponsors, driving customer satisfaction and advocacy while educating stakeholders on services offered by Pontera.
Top Skills:
Advisory ServicesFintech Software PlatformRetirement Plan Products
Fintech • Software • Financial Services
Manage strategic relationships with Enterprise partners, drive revenue, coordinate firm resources, and ensure partner success through strategic planning and collaboration.
Top Skills:
Salesforce
Fintech • Software • Financial Services
Manage and optimize Salesforce solutions for sales, marketing, and customer success. Lead systems projects, oversee team development, and enhance tools integration.
Top Skills:
DocusignExcelGongOutreachSalesforceSalesforce Lightning
Fintech • Software • Financial Services
Responsible for managing a sales pipeline, negotiating multi-million dollar deals, and collaborating with internal teams for presentations to decision-makers.
Top Skills:
GongMonday.ComOutreachSalesforceTableau
Fintech • Software • Financial Services
Manage a team of Business Development Representatives, focusing on hiring, training, mentoring, and ensuring high performance while collaborating to enhance sales processes.
Top Skills:
GongMonday.ComOutreachSalesforceTableau
Fintech • Software • Financial Services
As a Strategic Account Executive, you'll manage high-level sales for Pontera, focusing on large wealth management prospects and leading cross-functional teams to deliver tailored presentations to C-level executives.
Top Skills:
GongMonday.ComOutreachSalesforceTableau
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