Pontera
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
This pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera’s growth! RESPONSIBILITIES
GTM Post-Sale Support -
Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera’s data platforms. Process Optimization:
Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations. Data-Driven Insights & Cross-Functional Collaboration:
Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives. Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS
2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus) Advanced spreadsheet and modeling skills and ability to draw insights Strong attention to detail Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams. Strong problem solving skills and collaborative approach to solutioning Self-motivated and able to run with projects autonomously with minimal oversight Experience with executive-level reporting and presentations is a plus Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus Familiarity with wealth management industry is a plus WHAT WE OFFER
Compensation : Annual Base Salary of $110,000-$140,000 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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This pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera’s growth! RESPONSIBILITIES
GTM Post-Sale Support -
Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera’s data platforms. Process Optimization:
Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations. Data-Driven Insights & Cross-Functional Collaboration:
Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives. Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives. REQUIREMENTS
2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus) Advanced spreadsheet and modeling skills and ability to draw insights Strong attention to detail Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams. Strong problem solving skills and collaborative approach to solutioning Self-motivated and able to run with projects autonomously with minimal oversight Experience with executive-level reporting and presentations is a plus Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus Familiarity with wealth management industry is a plus WHAT WE OFFER
Compensation : Annual Base Salary of $110,000-$140,000 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.
#J-18808-Ljbffr