Senior Strategic Relationship Manager

4 weeks ago

New York, New York, United States Pontera Full time
About Pontera

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.

Job Description

We are seeking a Senior Strategic Relationship Manager to own the onboarding, maintenance, and expansion of key relationships with Enterprise partners. The ideal candidate has experience driving revenue for a product or technology provider in the Financial Services industry through channel partnerships, key account relationships, and outbound sales strategies.

Responsibilities
  • Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
  • Proactively and opportunistically identify opportunities to expand our business and deepen relationships with Enterprise partners
  • Work cross-functionally with Sales, Marketing, Product, and Customer Success (CS) to build and execute onboarding strategies with large enterprise clients
  • Help develop and refine partner firm launch programs in collaboration with marketing, product, and customer success to build training programs, assets, activities, announcements, and more.
  • Map complex partner organizations and develop deep expertise of their innerworkings to enable Pontera to drive value to our customers while driving revenue to our business
  • Leverage templated resources to develop custom account-based marketing strategies and materials to support your key partners
  • Effectively stickhandle and triage customer support requests around technical integrations and potential platform issues
  • Work with Customer Success (CS) to ensure partners have the resources and coverage they need to better serve their clients; sharing the voice of the customer and product feedback internally
  • Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
  • Coordinate with sales, and revenue operations to ensure a successful connection and integration across Pontera & client systems prior to Enterprise launches
  • Improve channel productivity & exceed growth targets by continuously testing and refining your approach
  • Maintain accurate and up to date notes and opportunities in Salesforce
Requirements
  • Bachelor's Degree
  • 8+ year's professional experience in key account management, channel sales, and/or strategic partnership management required
  • Former financial advisors have shown to be a good fit for this role
  • Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
  • High EQ, with a demonstrated ability to build professional relationships with internal and external stakeholders
  • Collaborative team player, able to coordinate internal stakeholders and gain buy-in
  • Highly entrepreneurial, creative, and opportunistic
  • Self-motivated with ability to work in fast paced, changing environment
  • A sense of urgency, persistence, scrappiness, grit
  • Strong project management skills
  • Willing to travel (up to 20%)
About the Role

This is a unique opportunity to join a fast-growing startup that is revolutionizing the FinTech industry. As a Senior Strategic Relationship Manager, you will have a major impact on the company's growth and success. You will work closely with the leadership team to develop and execute strategies to drive revenue and expand our business.

We offer a competitive compensation package, including a base salary of $150,000 and OTE depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement plan, and paid parental leave. Additionally, we offer a generous equity grant participation and a sponsored learning and development program.

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.

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