Business Development Representative (Greater NYC Area, NY)

| Greater NYC Area | Hybrid
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Pontera is a FinTech SaaS company on a mission to help millions of Americans retire better by enabling financial advisors to manage, rebalance, and report on 401(k) and other retirement plan 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.


Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.

  • Identify and generate new business through proactive outbound prospecting
  • Gain interest through cold calling, email campaigns, and social touches
  • Utilize excellent organizational skills to create an accurate and relevant follow up prospect list
  • Overcome obstacles and objections to effectively build pipelines
  • Demonstrated ability to build professional relationships with internal and external stakeholders
  • Self-motivated with ability and eagerness to work in fast paced environment
  • Excellent written & verbal communication
  • Sense of urgency and an ability to be professionally persistent
  • Resilient, upbeat attitude
  • Team player
  • Demonstrated track record of top performance


  • Compensation: Base Salary $58,500 / OTE $64,350
  • 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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • CanvaDesign
    • IllustratorDesign
    • PhotoshopDesign
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • TrelloManagement
    • DocuSignCRM
    • OutreachCRM
    • SalesforceCRM
    • Salesforce PardotCRM


Pontera is located near Herald Square, making it easy for employees commuting through Penn Station or Grand Central Station, as well as any number of subway and PATH trains. The area also offers plenty of restaurants, perfect for picking up lunch or dining out with colleagues.

An Insider's view of Pontera

What’s the vibe like in the office?

I feel like my team at Pontera is genuinely invested in my success. They'll take time out of their day to provide feedback and help me grow as a professional. Over time, we've even become close friends. Not only do I thoroughly enjoy coming to work each day, but at Pontera, I feel like it's a privilege.


Account Executive

How has your career grown since starting at the company?

I started at Pontera as a Customer Success Representative. It was my first job out of college and I didn't have any experience in customer success, nor experience in the industry. Since then, the team at Pontera has mentored me, helped me grow, and provided opportunities that have helped me build my own team and become a leader.


Director of Customer Success

What are Pontera Perks + Benefits

Open door policy
Team based strategic planning
Pair programming
Open office floor plan
Hybrid work model
Flexible work schedule
Mean gender pay gap below 10%
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Mental health benefits
Financial & Retirement
401(K) matching
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Fertility benefits
Family planning allowance
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Paid sick days
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Relocation assistance
Home-office stipend for remote employees
Mother's room
Professional Development Benefits
Job training & conferences
Promote from within
Online course subscriptions available
Customized development tracks
Virtual coaching services

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