National Accounts Manager

• 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 inner workings 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

• 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%)

• 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.