Head of RevOps, Pontera
$250-280k
+ Equity
Office Days: Tues/Weds/Thurs
3 days a week in office
Wealth management for held-away accounts
Be an early applicant
Wealth management for held-away accounts
201-500 employees
Be an early applicant
$250-280k
+ Equity
Office Days: Tues/Weds/Thurs
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
- If you are a proven RevOps leader with a passion for problem-solving, a love of data, and a desire to make a massive impact at a mission-driven fintech company, we want to hear from you!
- You will possess a high IQ, a relentless curiosity, and an innate ability to understand the big picture while simultaneously mastering the details
- 8+ years of experience in revenue operations, sales operations, or a related field, with at least 3+ years in a leadership role
- Prior experience at a top-tier management consulting firm or similar highly analytical environment strongly preferred
- Familiarity with usage-based (pay-as-you-go) economic models is highly desired
- Expert-level experience overseeing the GTM tech stack including CRM (Salesforce), marketing automation platforms (HubSpot), sales engagement tools (Outreach, Salesloft), business intelligence platforms (Tableau, Looker), CPQ tools, and data enrichment solutions
- High IQ: A fast learner, taking new concepts and not just absorbing them but running with them and taking the thinking to the next level. World-class problem solver
- Analytical: Robust understanding of and passion for statistics. Capable of running the numbers (including regressions) and arriving at insights that average performers would miss
- Strategic: Understands the big picture. Anchors analysis around the problem to be solved and works backwards toward the solution
- Collaborative: Capable of working well cross-functionally (finance, BI/data, product, BD, sales, account management)
- Communication: World-class communicator with a demonstrated ability to distill complexity into its component parts
- Eager: Self-starter with the ability to work in a fast-paced, changing environment. A sense of urgency and professional persistence
What the job involves
- Pontera is seeking a highly strategic, analytical, and proactive Head of RevOps to lead our revenue operations function as we continue on our trajectory of hyper growth
- This is a critical leadership role for a data-driven individual with a proven track record of building and scaling RevOps functions in high-growth environments, preferably with usage-based pricing models
- As Pontera's Head of RevOps, you will be responsible for establishing a strategic, insights-driven RevOps function that empowers our sales, marketing, customer success, and finance teams to achieve unprecedented levels of performance
- This role is ideal for a candidate who is not just comfortable with data, but loves to dive deep into it, running regressions, uncovering hidden insights, and translating those insights into actionable strategies
- You will be responsible for building a world-class RevOps team, implementing cutting-edge technology, and fostering a data-driven culture across the organization
- Forecasting: Lead the development of our core forecasting framework, from the rep-level up to the company forecast, leveraging historical data, external data, and input from GTM leaders. Drive a shift from forecasting being owned solely by finance and sales leadership to RevOps taking a lead role, providing frameworks for improved accuracy
- Annual Planning: Represent GTM while partnering with Finance and Business Intelligence to facilitate the annual planning process
- Reporting: Oversee the generation of board and executive-level reporting representing the health and performance of our GTM organization
- GTM Stack: Identify problems that can be solved through systems and data, vet solutions, implement them, monitor usage, and ensure they remain functional. Proactively identify and evaluate cutting-edge technology solutions (e.g., AI) with the potential to improve our GTM machine. Stay abreast of industry best practices and emerging technologies
- Dashboard Development: Create dashboards at various levels of reporting to bring transparency and objectivity to the GTM machine for all levels of the organization
- Analysis & Insights: Proactively generate data-driven insights for GTM managers to build and improve processes that can optimize our revenue funnel. This includes proactively identifying new ways to set targets, territories, and improve overall GTM efficiency
- Performance Measurement: Create benchmarking for inputs and outputs of each GTM function
- Process Improvement: Empower Sales Enablement with the insights and analytics necessary to execute data-driven, measurable process improvements
- Territory Design & Implementation: Own segmentation and territory development
- Compensation: Take ownership of incentive compensation plan design. Ensure plans are simple, clear, and aligned with business goals. Help communicate plans to the team, distribute compensation calculators to reps, and own calculations moving forward
- Capacity Management: Own capacity management and load balancing across all GTM teams and segments
- Pricing & Deal Desk: Oversee negotiation and implementation of custom pricing for strategic customers
- Lead Scoring and Routing: Design, implement and manage lead scoring models and routing rules to ensure that leads are qualified and distributed to the right sales representatives efficiently
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 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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