SMB Account Professional

1 week ago


New York, New York, United States Pontera Full time
About Pontera
Pontera is a fintech company on a mission to revolutionize the way people manage their retirement savings. Our software platform empowers financial advisors to create personalized strategies for their clients, helping them achieve greater security in their golden years.

We're committed to building a team that shares our dedication to making a positive impact. As an Account Executive at Pontera, you'll have the opportunity to play a key role in shaping the future of our company.

### Job Summary

This role is responsible for owning the full sales cycle with small and medium-sized wealth management firms. The ideal candidate will be able to understand the goals, plans, and timeline of their buyers, and continuously improve their sales process to drive results.

### Responsibilities

  • Source and manage a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close.
  • Develop and maintain strong relationships with internal and external stakeholders to drive business growth.
  • Stay up-to-date with industry trends and best practices to ensure the continued success of our business.


### Requirements

To be successful in this role, you'll need to have a proven track record of top performance, excellent communication skills, and the ability to build strong relationships with stakeholders. You should also be highly collaborative, organized, and process-driven, with a sense of urgency and professional persistence.

### What We Offer

  • A competitive base salary of $70,000, with the potential to earn up to $98,000 in OTE.
  • The opportunity to make a major impact at a fast-growing startup that's revolutionizing the fintech industry.
  • A collegial, collaborative, and fun work environment with frequent team events.
  • Equity participation in the company's success.
  • A comprehensive benefits package, including healthcare, retirement planning, and family benefits.
  • Ongoing learning and development opportunities to help you grow professionally and personally.


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