GTM Operations & Strategy Director

Job Description

Job Description

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're looking for a strategic and data-driven GTM Operations & Strategy Director to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets.

You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices.

This role reports directly to the VP Revenue Operations.

RESPONSIBILITIES

Data Insights

• Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale
• Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity
• Work closely with the data team to provide insights to GTM leaders.
• Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation.

Process Impacting GTM Productivity & Efficiency

Pipeline

Forecast

Quota & Incentive Plans

Cross-Functional Leadership

REQUIREMENTS

WHAT WE OFFER

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.