Salesforce Business Analyst
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.
The Salesforce Business Analyst will be a subject matter expert for the sales tech stack and play a critical role in building and enhancing our GTM processes. CRM (Salesforce) administration is a major component of this role; a successful candidate should have an excellent knowledge of Salesforce’s capabilities and best practices, which they will utilize to drive improvements, build new processes, and optimize our team’s business processes.
This is an incredible opportunity for anyone who is excited about being one of the key members of Pontera’s RevOps Business Systems Team (will report to our Senior Business Systems Manager), who will have the opportunity to build, scale and make an impact across all GTM functions of a hypergrowth FinTech startup.
- Work autonomously to manage, build, deliver and maintain custom Salesforce solutions to support sales, marketing, and account management processes
- Support all other tools connected to Salesforce (Gong, data enrichment, Hubspot,Outreach, Linkedin Sales Navigator, and proprietary internal systems)
- Handle ongoing system maintenance, customization/updates, and enhancements to all sales tech stack without interruption to the users
- Own data integrity and record maintenance within Salesforce utilizing Excel and Salesforce Reports/SOQL
- Lead strategic systems projects using project management best practices: following a Design, Build, Test, Train, & Deploy process
- 3+ years of experience as a Salesforce.com administrator; experience with Salesforce Lightning required
- Experience working with other systems that integrate with SFDC such as Gong, Outreach, Docusign, etc
- Clear demonstration of effective organizational skills and ability to manage multiple projects and stakeholders.
- Strong experience with Excel (Pivot table, vlookup, index match, etc)
- Excellent oral and written communication skills; ability to influence stakeholders
- Ability to drive results in a fast-paced environment with a high sense of urgency.
- An avid learner, driven by curiosity and always pushing the limits of what's possible
WHAT WE OFFER
- Compensation: $100,000 to $120,000 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.
