SMB Account Executive, Pontera

• Smart, scrappy, capable of coming up with creative solutions to problems
• Demonstrated track record of top performance
• Excellent communication skills
• Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
• A good person. Someone who wants what is best for the team, cares about their clients, and will be a friend, mentor and coach to teammates at Pontera
• Highly collaborative, organized, and process-driven
• Self-starter with ability to work in fast paced, changing environment
• A sense of urgency and professional persistence, capable of bringing deals to a close

Desirable

• Pontera is looking for an Account Executive who will own the full sales cycle with small and medium-sized wealth management firms
• Play the lead role in sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close
• Understand the goals, plans, timeline, and personal motivations of your buyers
• Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practices