Channel Sales Manager

Pontera New York City, NY

Company

Pontera

Location

New York City, NY

Type

Full Time

Job Description

Pontera is a FinTech SaaS company on a mission to help millions of Americans retire better by enabling financial advisors to manage, trade and report on 401(k) and other retirement accounts. Pontera customers range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms. 

At Pontera, we are proud of our people-first mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world. We have significant funding from some of the most notable venture capital investors, led by Lightspeed Venture Partners, and are in a period of hyper-growth. The next critical step in our trajectory is adding to our world-class team, and that’s where you come in.

DESCRIPTION

At Pontera, we have a B2B2C model where we serve financial advisors so that they can help individual investors achieve better retirement outcomes. We coordinate our go-to-market effort with partner broker-dealers, RIAs, banks, and other enterprise wealth managers with whom our advisor-clients are affiliated. As Channel Sales Manager, your role will be to activate, own, and expand relationships with these partners to drive sales and revenue growth. The role is highly strategic, and involves coordinating firm resources across marketing, sales, product, and customer success to drive revenue, avoid churn, and ultimately drive channel revenue. The position presents an exciting opportunity to join a successful start-up as it accelerates its growth. You'll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. 

RESPONSIBILITIES
  • Build and manage relationships with C-level executives at our most important channel relationships to drive channel revenue growth
  • Work cross-functionally with sales, marketing, product, and customer success to build and execute channel go-to-market strategies and ensure partner success
  • Map complex client organizations, develop deep expertise of their innerworkings to ensure exceeds their expectations
  • Meet with Partners and Advisors, participate in joint sales calls to end users and assist the Partner/Advisors in closing opportunities
  • Coordinate Partner access to Field Marketing and any overlay resources as appropriate
  • Set channel KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
  • Improve channel productivity by continuously testing and refining our marketing strategy (collateral, positioning, press, events), account management processes, and product features
  • Attend channel partner events and conferences to promote our products and deepen relationships
REQUIREMENTS
  • 5+ year’s professional experience in the channel with channel partners
  • Advanced understanding of wealth management firms, products, and partnerships
  • Collaborative team player, able to coordinate internal stakeholders and gain buy-in
  • Highly entrepreneurial, creative, and opportunistic
  • Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
  • High empathy, with a demonstrated ability to build professional relationships with internal and external stakeholders
  • Self-motivated with ability to work in fast paced, changing environment
  • A sense of urgency, persistence, scrappiness, grit

Bonus Points:

  • Familiarity with Salesforce, Gong, Outreach, and Hubspot
  • Expertise in wealth management and fintech
  • MBA is a plus
  • Ability to travel (up to 20%)
WHAT WE OFFER
  • Compensation: Base Salary $95K - $130K, OTE dependent on experience
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • Team Culture: A collegial, collaborative, fun work environment with frequent team events
  • Equity: All new hires are eligible for equity grant participation
  • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
  • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
  • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Food Perks: Fully stocked kitchen & lunch reimbursement program
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Apply Now

Date Posted

03/02/2023

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