Account Manager, Pontera
$90-100k
OTE
$70-75k
BASE
+ 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
$90-100k
OTE
$70-75k
BASE
+ 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
- 2 yrs+ relevant experience
- Track record of success as an individual contributor working in consultative sales, business development or an external relationship building role
- Basic understanding of the financial services industry
- Superlative verbal and written communication skills
- History of conducting effective client phone outreach and video-conference calls
- Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients
- Skilled at drafting professional and persuasive emails
- Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM
- High energy and infectious attitude for delivering elite service to clients
- Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills
- Bachelor’s degree
- Candidates who have worked as or with financial advisors in the past have proven to be good fits for this role
What the job involves
- Pontera is looking for an exceptional Account Manager to join our growing team
- You will be responsible for building strong, long-lasting relationships with our partners to help them grow their business on the Pontera platform
- Given our unique platform and business model, an AM at Pontera is much more than a traditional technology company account manager
- The AM plays a critical role in our partners’ paths to successful implementation of the Pontera platform for their businesses
- As an AM, you have the hybrid duty of driving near-term revenue by guiding new partners through the initial phase of platform adoption while also developing roadmaps for consistent, long-term partner growth strategies
- This is a massive opportunity for a talented individual contributor to further develop a career in account management and business development with support from experienced management and mentors
- Strategic engagement with partner firms to drive platform adoption and growth
- Serve as the main commercial point of contact for our partners on behalf of Pontera
- Manage a large pipeline of partner engagement efforts with use of a CRM and other sales software tools
- Regular coordination of partner training and communication of product feature updates and enhancements
- Stay informed on how industry trends and topics impact the businesses of our partners to ensure clear communication of ongoing best practice
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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