New York, United States

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

Pontera is looking for an exceptional Senior Implementation Specialist to help us effectively steer the launches of firms for efficient, long term success. You will be a part of developing the new implementation function as well as leading the implementation process for our new Strategic and Enterprise wealth management firms. In this role, you will collaborate with teams across the organization and have the opportunity (alongside the Director of Customer Support and other Implementation Specialists) to build new processes that will set this team up for success and scalability. The ideal candidate for this role is an organized individual with technical aptitude who can collaborate with ease.

RESPONSIBILITIES

Project Management: Own the PMO process through implementation, reporting on progress and milestones while utilizing your technical expertise and industry best practices.
Client Relationships: Build rapport with clients by demonstrating expertise and managing engagement efforts (via Salesforce, monday.com and other tools) to form lasting, strong relationships. Provide top quality support to the organization’s champions from implementation through to Broad Launch, ensuring no technical or structural hiccups as the program scales.
Product Expertise: Work closely with the Product team to integrate the voice of the customer into the product requirement strategy during the implementation stage and partner with the Engineering team during the testing phase.
Internal Cross-Functional Leadership: Partner with Account Executives & Strategic Relationship Managers to continually move implementations forward by owning and building action plans that include timelines, deliverables, and stakeholder responsibilities. Attend regular meetings with dedicated firms and manage implementation risks with high attention to detail, overcoming objections and questions as needed to push launches forward quickly. Transfer in-depth knowledge of client firms to our internal teams, including business-related learnings & blockers for our Business Development teams and technical constraints for our Product & Engineering teams.

REQUIREMENTS

6+ years relevant experience in implementations, technical support or sales engineering.
Experience managing high volume of projects and requests.
The ability to prioritize quickly in a fast-paced environment.
High attention to detail and strong verbal and written communication skills
Positive attitude, collaborative approach to problem solving, and a drive to take initiative
Strong familiarity with Salesforce/API/monday.com.
Bonus Points: SaaS and/or Wealth Management Experience

WHAT WE OFFER

Compensation: $140,000 to $160,000 annually
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.

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