Technical Account Manager, Pontera
$80-100k
+ Equity
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
$80-100k
+ Equity
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
- 2+ years of relevant Technical Support / Customer Success experience
- Demonstrated technical aptitude for, and experience supporting, client-serving and/or web-based applications and SaaS solutions
- Excellent project management experience and proven ownership of Customer Support projects and initiatives
- A flexible and adaptable problem solver - you thrive when you can jump in and have a tangible impact
- Superlative verbal and written communication skills
- Experience managing high volume of accounts and support requests
- The ability to prioritize quickly in a fast-paced environment
- Positive attitude, collaborative approach to problem solving, and a drive to take initiative
- Strong familiarity with Salesforce/API/monday.com
- Plus: SaaS and/or Wealth Management Experience
- We’re looking for candidates who are technical, organized, proactive, strategic, customer driven, and able to collaborate with multiple stakeholders across the organization to drive impact
What the job involves
- Pontera is looking for a Technical Account Manager to help ensure key accounts will grow and maintain their production on the Pontera platform through white glove support
- Candidates will collaborate with teams across the organization to ensure the continued success of firms in their book of business
- The ability to proactively support these firms will be at your fingertips, and you’ll have the ability to grow your technical aptitude as well as your relationship management skill set
- Develop and maintain in-depth knowledge of the Pontera platform and its technical nuances to connect it to firm-level knowledge; act as an internal technical subject matter expert & resource (i.e. Single Sign-On, API, Organization configuration, etc.)
- Be a dedicated resource to champions of designated Premium Support firms in your book of business
- Partner with Strategic Relationship Managers to proactively and strategically support key customers in their experience with Pontera, including: attending regular meetings with dedicated firms to manage goals, milestones, risks and overall success; utilizing quantitative and qualitative insights to anticipate potential risks and mitigate impact; and surfacing business related learnings and blockers to the Strategic Relationship Manager
- Own the full process of onboarding transitioning assets to the platform and ensuring sustained success
- Detect platform incidents and align key stakeholders for communication and ultimate resolution, and swiftly and expertly resolve escalated customer issues
- Work with the product team and bring the voice of the customer from Enterprise & Mid-Market organizations to help prioritize feature requests
- Coordinate communication & training of internal and external stakeholders on new features and product developments
- Execute on strategic projects that support the success of Technical Account Managers and Pontera as a whole
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
Company
Company benefits
- Health insurance
- Retirement contributions
- Employee stock option
- Family planning benefits
- Hybrid work environment
- Meal stipend
Company values
- Put people first: Our greatest asset is our people and we embrace a team-first attitude of openness, honesty, and integrity
- Take ownership: We own our work, innovate solutions, and act with initiative
- Embrace resilience: We continuously adapt and meet challenges head on
- Start with why: We achieve our best work by truly understanding the underlying purpose behind actions and decisions
Company HQ
Midtown South, New York, NY
Articles
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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