Senior Client Success Manager, Pontera
$150k
Eligible for equity
More information about location
3+ days a week in office
Wealth management for held-away accounts
Job no longer available
Wealth management for held-away accounts
201-500 employees
Job no longer available
$150k
Eligible for 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
- The ideal candidate has experience driving revenue for a product or technology provider in the Financial Services industry through channel partnerships, key account relationships, and outbound sales strategies
- Bachelor’s Degree
- 8+ year’s professional experience in key account management, channel sales, and/or strategic partnership management required
- 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 the job involves
- Pontera is seeking a Senior Client Success Manager to own the onboarding, maintenance, and expansion of key relationships with Enterprise partners
- The role is highly strategic, and involves coordinating firm resources across marketing, pre and post sales, product, and customer success to drive adoption, avoid churn, and ultimately delight our enterprise clients
- The position presents an exciting opportunity to join a successful start-up as it accelerates its growth, and a career path within the team to learn, develop, and progress towards people leadership
- You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt
- Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
- Proactively and opportunistically identify opportunities to expand our business and deepen relationships with Enterprise partners
- Work cross-functionally with Sales, Marketing, Product, and Customer Success (CS) to build and execute onboarding strategies with large enterprise clients
- Help develop and refine partner firm launch programs in collaboration 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 innerworkings to enable Pontera to drive value to our customers while driving revenue to our business
- Leverage templated resources to develop custom account-based marketing strategies and materials to support your key partners
- 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 coverage they need to better serve their clients; 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
- Coordinate with sales, and revenue operations to ensure a successful connection and integration across Pontera & client systems prior to Enterprise launches
- Improve channel productivity & exceed growth targets by continuously testing and refining your approach
- Maintain accurate and up to date notes and opportunities in Salesforce
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. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.
This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.
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.
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