Pontera is a FinTech SaaS company on a mission to help millions of Americans retire better by enabling financial advisors to manage, rebalance, and report on 401(k) and other retirement plan accounts. Pontera customers range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms.
At Pontera, 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. We have significant funding from some of the most notable venture capital investors, led by ICONIQ Growth & Lightspeed Venture Partners, and are in a period of hyper-growth. The next critical step in our trajectory is adding to our world-class team, and that’s where you come in.
The Salesforce Business Analyst will be a subject matter expert for the sales tech stack and play a critical role in building and enhancing our GTM processes. CRM (Salesforce) administration is a major component of this role; a successful candidate should have an excellent knowledge of Salesforce’s capabilities and best practices, which they will utilize to drive improvements, build new processes, and optimize our team’s business processes.
This is an incredible opportunity for anyone who is excited about being one of the key members of Pontera’s RevOps Business Systems Team (will report to our Senior Business Systems Manager), who will have the opportunity to build, scale and make an impact across all GTM functions of a hypergrowth FinTech startup.
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.
