Partner Engagement Manager

| New York, NY, USA | Hybrid
Employer Provided Salary: 70,000-100,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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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

Pontera is looking for an exceptional Partner Engagement Manager (“PEM”) to join our growing team. You will be responsible for building strong, long-lasting relationships with our partners to help them grow their business on the Pontera platform. Given our unique platform and business model, a PEM is much more than a traditional technology company account manager. The PEM plays a critical role in our partners’ paths to successful implementation of the Pontera platform for their businesses. As a PEM you have the hybrid duty of driving near-term revenue by guiding new partners through the initial phase of platform adoption while also developing roadmaps for consistent, long-term partner growth strategies. This is a massive opportunity for a talented individual contributor to further develop a career in account management and business development with support from experienced management and mentors.

RESPONSIBILITIES
  • 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

  • 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
  • 2 yrs+ relevant experience

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.

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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

Location

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.

Jack

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.

Kelly

Director of Customer Success

What are Pontera Perks + Benefits

Culture
Open door policy
Team based strategic planning
Pair programming
Open office floor plan
Hybrid work model
Flexible work schedule
Diversity
Mean gender pay gap below 10%
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Child Care & Parental Leave
Generous parental leave
Family medical leave
Adoption Assistance
Fertility benefits
Family planning allowance
Vacation + Time Off
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
Job training & conferences
Promote from within
Online course subscriptions available
Customized development tracks
Virtual coaching services

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