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Pontera

Customer Support Representative

Sorry, this job was removed at 02:44 a.m. (EST) on Friday, Mar 21, 2025
Hybrid
New York, NY, USA
Hybrid
New York, NY, USA

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The Customer Success Representative will provide software support, troubleshoot issues, communicate with clients, and enhance customer experience at Pontera.
Top Skills: Software Support
20 Days Ago
Hybrid
New York, NY, USA
60K-78K Annually
Senior level
60K-78K Annually
Senior level
Fintech • Software • Financial Services
The Customer Success Representative will provide software support, troubleshoot issues, communicate with clients, and enhance customer experience at Pontera.
Top Skills: Software Support

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. 

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. 

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. 

Our team is fast-growing and driven to become one of the largest fintech companies in the world.  Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

We are currently experiencing hyper growth and are looking for an outgoing and enthusiastic
Customer Support Representative (CSR) to join our NYC based team. 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
  • Provide software support and troubleshoot basic technical issues.
  • Respond to all client questions and issues in a quick and comprehensive manner.
  • Escalate technical issues to the relevant internal teams.
  • Communicate and solve issues with cross-functional teams via phone, email, and video chat.
  • Work on specific projects as needed. 
REQUIREMENTS
  • Exceptional team player with the ability to relate to and care for customers.
  • Excellent verbal and written communication skills.
  • High energy, positive, and can-do attitude.
  • High intellect, quick to learn, and eager to excel.
  • Comfortable in a fast-paced, high-growth start-up environment.
  • Resilient problem-solver who embraces challenges with creativity, pushing through failures with a positive outlook.
  • Bachelor’s degree or equivalent.

WHAT WE OFFER

  • Compensation: $55,000 to $60,000 annually
  • 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.

HQ

Pontera New York, New York, USA Office

Pontera New York City Office

Pontera is located in the Empire State Building 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.

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

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