Mid-Market Account Executive, Pontera
$185-225k
OTE
$92.5-112.5k
BASE
Plus Equity
More information about location
3 days a week in office
Wealth management for held-away accounts
Posted today
Wealth management for held-away accounts
201-500 employees
Posted today
$185-225k
OTE
$92.5-112.5k
BASE
Plus Equity
More information about location
3 days a week in office
201-500 employees
Company mission
To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.
Role
Who you are
- 5+ years experience in a new business and/or account management role within financial services, wealth management, or Fintech B2B SaaS
- Minimum 2 years of direct closing experience
- Experience negotiating and closing deals with a decision making committee of 3-5 people or larger
- Experience selling into an evolving regulatory ecosystem
- Track record of consistent quota attainment
- Proven track record of self-sourcing 50%+ of pipeline through targeted account-based prospecting, industry events, and personal networks
- A sense of urgency and professional persistence, capable of bringing deals to a close
- Excellent verbal communicator with a demonstrated ability to effectively interact directly with C-level audiences
- Excellent writer with experience building and co-authoring business cases with client Champions
- Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
- Highly collaborative, organized, and process-driven
- Self-starter with ability to work in a fast paced, changing environment
- Familiarity with Salesforce, Gong, Monday.com, and Slack
- Examples of Chat GPT, Claude, Gemini, etc being used to build account plans, org charts, and handle organizational/administrative work more quickly
What the job involves
- As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors)
- You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory
- This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management
- There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity
- Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close
- Map the buyers of our prospects. Understand the goals, plans, timeline, organizational structures, and personal motivations of your counterparts
- Build and provide clients and prospects with detailed proposals and presentations personally
- Partner with BDRs to win meetings with key decision makers and learn about the goals of your target organizations
- Partner with Solution Consultants (SCs) to assist in technical discovery and build an instance of Pontera that works for your client’s needs
- Partner with Relationship Managers (RMs) during late-stage negotiations to hand off a structured rollout plan, ensuring seamless advisor adoption post-close. All signed firms have a plan to use Pontera across their organizations (are “Growth Ready”)
- Navigate risk, InfoSec, and compliance reviews of firm’s vetting Pontera (SEC, ERISA, SOC 2, custodial data privacy) and know when to deploy your internal Legal & Compliance SMEs
- Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practices
Our take
Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.
Pontera is taken from the Latin for “bridge”, and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. It then concentrated on supplying an Order Management System for financial advisors - a smart move that piqued the interest of leading investors.
With strong backing, the company continues supporting people to have more control over their retirement savings. Interestingly, it has butted heads with 401(k) giant Fidelity Investments over whether third-party financial advisors should be allowed to use Pontera to view and manage clients’ retirement assets or not.
Freddie
Company Specialist at Welcome to the Jungle
Insights
30% employee growth in 12 months
Company
Company benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
Company HQ
Midtown South, New York, NY
Leadership
Yoav Zurel
(Co-Founder & CEO)A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.
Eyal Halahmi
(Co-Founder & CTO)Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.
David Weisz
(Co-Founder & CPO)Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 3 more jobs at Pontera