National Accounts 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

Pontera is looking for a National Accounts Manager to own the onboarding, maintenance, and expansion of relationships with enterprise partners. The ideal candidate has proven experience driving revenue generation for B2B SaaS products through channel partners, key account relationship building, education, incentives, and sales/marketing programs. 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
  • Own relationships with C-level executives at partner firms, meeting in person when needed at their office or industry events. 
  • Map complex partner organizations and develop deep expertise of their inner workings to enable Pontera to drive value to our customers while driving revenue to our business.
  • Help develop and refine partner firm launch programs, working with marketing, product, and customer success to build training programs, assets, activities, announcements, and more. 
  • Collaborate with marketing on designing and executing scalable partner engagement programs that drive revenue, including incentives, resources, webinars, conferences, and more.
  • Work with Customer Success to ensure partners have the resources and support they need to better serve their clients with Pontera; bring product feedback to the team for review. 
  • Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue.
  • Improve channel productivity by continuously testing and refining your approach.
REQUIREMENTS
  • 7+ year’s professional experience in channel management and/or key account management
  • 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
  • Willing to travel (up to 20%)

Bonus Points:

  • Familiarity with Salesforce, Gong, Outreach, and Hubspot
  • Experience in fintech / wealth management 
  • MBA is a plus
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

02/08/2023

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