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.
Revenue Operations is a small, high-impact team that is chartered with three main objectives:
As a member of this dynamic team, you will be able to tackle challenging business problems, drive change and innovation within the organization, and play a key role in developing strategy, process, and analytics to drive key decision-making.
We’re looking for a special individual with a demonstrated ability to quickly understand the core drivers of any business, analyze and generate insights from large and complex data sets, and then help plan, lead, and implement changes that improve overall efficiency. This role is part analyst, part strategist, part project manager, and part builder.
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.