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
Revenue Operations is a small, high-impact team with a mission to drive strategic and operational GTM decision-making and implement scalable infrastructure to accelerate sustainable growth. Given the strategic and operational nature of the team, we work closely with the CFO, CBO, CPO, and other executive team members to influence key business decisions.As a member of this dynamic team, you will work on challenging business problems, drive change and innovation within the organization, and play a key role in developing strategy, process, and analytics to drive key decision-making. We’re looking for a growth-minded individual with a demonstrated ability to quickly understand the core drivers of any business, analyze and generate insights from large and complex data sets, and then help plan, lead, and implement changes that improve overall efficiency.
This role is part analyst, part strategist, part project manager, and part builder. Your primary focus will be to maximize customer adoption.
RESPONSIBILITIES
You will work on highly complex problems, gain insight into the strategic and operational issues at the forefront of the minds of the leadership team, establish relationships with people across the entire company, and have executive-level visibility and a finger on the pulse of the overall business.
- Assist in developing, reporting, and automating key performance metrics for all levels of the organization
- Structure and execute operational and strategic initiatives by developing work plans, gathering and synthesizing relevant data, leading analyses, and developing recommendations
- Perform analysis to inform strategic decision-making, such as customer segmentation, funnel visibility, sales productivity, and unit economics.
- Structure business problems into meaningful analyses and insights.
- Structure and scale models to support go-to-market and business planning.
- Creatively seek out and combine varied data sources to deliver recommendations.
- Collaborate with cross-functional teams to identify opportunities, generate ideas, and develop business cases for profitable growth.
REQUIREMENTS
Primary domain expertise:
- 5+ years of experience, ideally at a startup, tech, or fintech. Preferably experienced in scaling startups in between $50 – $500M ARR, with customer count in the thousands
- Superior analytical, critical thinking, and quantitative skills to solve complex problems across the funnel, ideally related to customer adoption initiatives: define, disaggregate, perform analysis, synthesis, and implement
- Ability to drive results and strategic direction through strong project management and insightful analysis, and ability to influence stakeholders across the organization
Technical:
- Salesforce reporting expert and power user; have worked with SF admins/developers and communicated requirements effectively
- Substantial experience with model-building and proficiency in Excel
- Fluency with various analytical techniques relevant to high-growth/high-volume business eg. pre and post-sales funnel, unit economics, churn, lifetime value, sensitivity analysis, market segmentation, NPS, customer satisfaction, tickets/support touch points, and adoption rate
WHAT WE OFFER
- Compensation: $130,000 to $160,000 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 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.
