• Strategic engagement with partner firms to drive platform adoption and growth.
• Serve as the main commercial point of contact for our partners on behalf of Pontera.
• Manage a large pipeline of partner engagement efforts with use of a CRM and other sales software tools.
• Regular coordination of partner training and communication of product feature updates and enhancements.
• Stay informed on how industry trends and topics impact the businesses of our partners to ensure clear communication of ongoing best practice.

REQUIREMENTS

• 2 yrs+ relevant experience
• Track record of success as an individual contributor working in consultative sales, business development or an external relationship building role
• Basic understanding of the financial services industry
• Superlative verbal and written communication skills
• History of conducting effective client phone outreach and video-conference calls
• Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients
• Skilled at drafting professional and persuasive emails 
• Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM
• High energy and infectious attitude for delivering elite service to clients
• Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills
• Bachelor’s degree
• Candidates who have worked as or with financial advisors in the past have proven to be good fits for this role.

What We Offer

• Compensation: Base Salary $70,000 - $75,000 / OTE $90,000 - $100,000
• 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 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.