BDR Team Lead, Pontera
$110-115k
OTE
$90k
BASE
+ Equity grant
More information about location
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
$110-115k
OTE
$90k
BASE
+ Equity grant
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
- 1-3 years of sales leadership experience
- Demonstrated track record of top performance
- Strong leadership skills. A magnet for talent, an excellent teacher
- Technical and operational acumen, particularly with tools like Salesforce and Outreach
- Experience working in cross-functional environments with track record of problem solving and bringing proactive solutions to drive team & company performance
- Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or leadership
- Bachelor's degree
- Bonus points: familiarity with Salesforce, Gong, Monday.com, Tableau
What the job involves
- We are looking for a BDR Team Lead to manage a team of exceptionally talented Business Development Representatives
- You will be responsible for day-to-day hiring, training, coaching & general oversight of your direct reports (this is a full time management, non-quota carrying role) and you will be reporting to our Director of Sales
- Our BDR team is key in driving our sales funnel and developing our junior sales team members, and we are looking for a collaborative, growth-oriented manager to lead these efforts
- Responsible for day-to-day hiring, training, coaching & general oversight of your direct reports of BDRs
- Coaching & Mentoring: hands-on development of your team’s skills through various 1:1s, coaching sessions and ad-hoc best practices
- Hold your team accountable to high standards of professional habits that lead to superior performance
- Driving your team to hit quarterly targets through positive and motivational feedback
- Own the collective KPIs for your BDR team
- Collaborate with other GTM leaders to drive improvements to overall sales processes
- Effectively utilize our sales tech stack to ensure operational efficiency and data-driven decisions
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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
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