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 seeking a Strategic Relationship Manager to own the onboarding, maintenance, and expansion of key relationships with mid market partners. The ideal candidate has experience driving revenue and adoption for a B2B SaaS product or technology provider in the Financial Services industry through channel partnerships, key account relationships, and traditional outbound sales strategies. Experience collaborating with internal and external marketing, sales, and account management teams is required. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth, and a career path within the Strategic Relationship Management (SRM) team to learn and develop. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.

RESPONSIBILITIES

Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
Help develop and refine partner firm launch programs, working with marketing, product, and customer success to build training programs, assets, activities, announcements, and more
Map complex partner organizations and develop deep expertise of their inner workings to enable Pontera to drive value to our customers while driving revenue to our business
Leverage shared resources across the Marketing, Inside Sales Associate (ISA), and Partner Engagement Manager (PEM) teams to develop account-based marketing strategies and materials to ensure partner firms are registering their advisors, and activating those advisors on our platform
Effectively stickhandle and triage customer support requests around technical integrations and potential platform issues
Work with Customer Success (CS) to ensure partners have the resources and support they need to better serve their clients with Pontera; sharing the voice of the customer and product feedback internally
Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
Improve channel productivity & exceed growth targets by continuously testing and refining your approach
Maintain accurate and up to date notes and opportunities in Salesforce

REQUIREMENTS

Bachelor’s Degree
5+ year’s professional experience in key account management, channel sales, and/or strategic partnership management is preferred
Former financial advisors have shown to be a good fit for this role
Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
High EQ, with a demonstrated ability to build professional relationships with internal and external stakeholders
Collaborative team player, able to coordinate internal stakeholders and gain buy-in
Highly entrepreneurial, creative, and opportunistic
Self-motivated with ability to work in fast paced, changing environment
A sense of urgency, persistence, scrappiness, grit
Strong project management skills
Willing to travel (up to 20%)

WHAT WE OFFER

Compensation: $100,000 to $150,000 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.

Apply for this job