Enterprise Account Executive
Company
Pontera
Location
Brooklyn NY
Type
Full Time
Job Description
Pontera is a venture-backed FinTech startup revolutionizing wealth management by making it possible for financial advisors to actively manage 401(k) and other held away accounts. Our solution empowers advisors to offer comprehensive, holistic services to their end clients, and enables end clients to rest assured that the entirety of their portfolios are purposely directed. Pontera clients range from Fortune 100 financial services firms and large independent broker dealers to small independent RIAโs 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 in the world and are in a period of hyper-growth. The next critical step in our trajectory is adding to our world-class team, and thatโs where you come in.
We are currently seeking an Enterprise Account Executive to accelerate our growth with large Broker Dealers, DC Consultants, and Banks. 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.
- Play the lead role in managing a pipeline of key Enterprise Wealth Management firms, handling the full sales cycle from initial conversation through negotiation and close
- Understand the goals, plans, timeline, organizational structures, and personal motivations of key buyers at prospective clients
- Leverage and lead cross-functional teams within Pontera to deliver quality presentations to prospects, tailored specifically their needs and priorities
- Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practices
- Maintain accurate and up to date notes and opportunities in Salesforce
- 10+ yearโs professional experience closing complex enterprise and strategic deals, with deep industry expertise in wealth management
- World-class communicator with a demonstrated ability to effectively interact directly with C-level audiences at Fortune 100 financial institutions (verbal, written, presentation)
- Experience negotiating complex, multi-year contracts
- Consultative selling skills, capable of identifying your prospect's buying concept and position your pitch against it
- Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
- 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 complex deals to a close
- Demonstrated track record of top performance
- Passionate about financial services, tech sales, and wealth management
- Familiarity with Salesforce, Gong, Outreach, Pardot and other sales software
- The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
- A collegial, collaborative, fun work environment
- Competitive compensation
- Equity participation
- A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
- Comprehensive insurance benefits
- 401k matching
- Generous PTO days
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.
Date Posted
08/04/2022
Views
5
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