Fintech Business Development Representative
1 week ago
Pontera, a pioneering fintech company, is revolutionizing the retirement planning industry. Our cutting-edge software platform empowers individuals to take control of their 401(k) and other retirement plan accounts with personalized strategies tailored by trusted financial advisors.
As a fast-growing startup, we're committed to our people-first principle, fostering a collaborative and inclusive work environment that prioritizes the well-being of our team members and clients alike. This philosophy sets us apart in a complex and numbers-driven industry.
About the RoleWe're seeking an Account Executive who will be responsible for owning the full sales cycle with small and medium-sized wealth management firms, handling everything from cold calls to negotiation and close.
This role requires a deep understanding of the goals, plans, timelines, and personal motivations of Registered Investment Advisory firms, as well as a willingness to continuously improve sales processes through testing, learning, and implementing best practices.
Responsibilities- Sourcing and managing a pipeline of Registered Investment Advisory firms
- Developing strong relationships with key stakeholders
- Improving sales processes through data-driven insights and analysis
- Demonstrated track record of top performance in sales or business development roles
- Excellent communication and relationship-building skills
- Able to work in a fast-paced, dynamic environment and adapt to changing circumstances
- A good person who values teamwork, client satisfaction, and continuous improvement
- Base Salary: $70,000 / OTE: $98,000
- Opportunity to make a meaningful impact at a revolutionary fintech startup
- Collaborative and fun work environment with frequent team events
- Equity participation for all new hires
- Comprehensive benefits package including health insurance, 401(k), and family benefits
Pontera is an equal opportunity employer and welcomes applications from diverse candidates.
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