Pontera Solutions Inc.
GTM Operations & Strategy Director New York, New York, United States
Pontera Solutions Inc., New York, New York, us, 10261
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.
DESCRIPTION
We’re looking for a strategic and data-driven GTM Operations & Strategy Director to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES
Data Insights Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity Work closely with the data team to provide insights to GTM leaders. Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation. Process Impacting GTM Productivity & Efficiency Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes. Identify gaps in Pontera’s product that impact GTM productivity, and work with the Product organization to drive removal of such gaps Build business cases for new growth initiatives and GTM experiments. Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities In collaboration with other Revenue Operations members, drive programs to improve lead conversion, pipeline velocity, and retention Forecast Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process Lead the GTM forecast process, in collaboration with Revenue Operations Pre-Sale and Post-Sale team members Quota & Incentive Plans Work closely with GTM leadership, Revenue Operations team members and finance to design quotas and incentive plans to meet GTM goals Cross-Functional Leadership Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy Translate high-level company strategy into actionable, measurable GTM plans REQUIREMENTS
8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.) Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.). Proven ability to drive cross-functional alignment in a fast-paced environment. Exceptional communication skills, both written and verbal. Strategic thinker who’s also comfortable rolling up their sleeves to execute. Experience in SaaS or high-growth tech companies High level of financial modeling and forecasting Familiarity with the wealth management industry - a plus WHAT WE OFFER
Compensation : Annual Base Salary of $190,000-$220,000 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. Create a Job Alert Interested in building your career at Pontera? Get future opportunities sent straight to your email. Apply for this job
indicates a required field First Name * Last Name * Email * Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Are you legally authorized to work in the United States? * Select... Will you now or in the future require sponsorship for employment visa status? * Select... Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Pontera’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
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We’re looking for a strategic and data-driven GTM Operations & Strategy Director to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES
Data Insights Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity Work closely with the data team to provide insights to GTM leaders. Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation. Process Impacting GTM Productivity & Efficiency Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes. Identify gaps in Pontera’s product that impact GTM productivity, and work with the Product organization to drive removal of such gaps Build business cases for new growth initiatives and GTM experiments. Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities In collaboration with other Revenue Operations members, drive programs to improve lead conversion, pipeline velocity, and retention Forecast Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process Lead the GTM forecast process, in collaboration with Revenue Operations Pre-Sale and Post-Sale team members Quota & Incentive Plans Work closely with GTM leadership, Revenue Operations team members and finance to design quotas and incentive plans to meet GTM goals Cross-Functional Leadership Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy Translate high-level company strategy into actionable, measurable GTM plans REQUIREMENTS
8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.) Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.). Proven ability to drive cross-functional alignment in a fast-paced environment. Exceptional communication skills, both written and verbal. Strategic thinker who’s also comfortable rolling up their sleeves to execute. Experience in SaaS or high-growth tech companies High level of financial modeling and forecasting Familiarity with the wealth management industry - a plus WHAT WE OFFER
Compensation : Annual Base Salary of $190,000-$220,000 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. Create a Job Alert Interested in building your career at Pontera? Get future opportunities sent straight to your email. Apply for this job
indicates a required field First Name * Last Name * Email * Phone Resume/CV Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Are you legally authorized to work in the United States? * Select... Will you now or in the future require sponsorship for employment visa status? * Select... Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Pontera’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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