GTM Strategy & Operations Associate

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

This pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera's growth!

RESPONSIBILITIES

• GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera's data platforms.
• Process Optimization : Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations.
• Data-Driven Insights & Cross-Functional Collaboration : Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives.
• Ad-Hoc Projects : Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives.

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.