Strategic Partnership Manager

2 weeks 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 retire. Our software platform empowers retirement savers to take control of their 401(k) and other retirement plan accounts with the help of their trusted financial advisor.

We're used by financial advisors across the nation, from small businesses to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Backed by leading venture capital firms, Pontera is built by a talented team of individuals who share a passion for helping people retire with greater security.

Job Description

We're seeking a Strategic Relationship Manager to own the onboarding, maintenance, and expansion of key relationships with mid-market partners.

The ideal candidate has experience driving revenue and adoption for a B2B SaaS product or technology provider in the Financial Services industry through channel partnerships, key account relationships, and traditional outbound sales strategies.

Experience collaborating with internal and external marketing, sales, and account management teams is required.

This role presents an exciting opportunity to join a fast-growing startup as it accelerates its growth, and a career path within the Strategic Relationship Management (SRM) team to learn and develop.

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
  • Help develop and refine partner firm launch programs, working 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 inner workings to enable Pontera to drive value to our customers while driving revenue to our business
  • Leverage shared resources across the Marketing, Inside Sales Associate (ISA), and Partner Engagement Manager (PEM) teams to develop account-based marketing strategies and materials to ensure partner firms are registering their advisors, and activating those advisors on our platform
  • 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 support they need to better serve their clients with Pontera; 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
  • 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
  • 5+ year's professional experience in key account management, channel sales, and/or strategic partnership management is preferred
  • 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 an exciting opportunity to join a fast-growing startup that is revolutionizing the FinTech industry.

We offer a competitive compensation package, including a base salary of $100,000 and an OTE of $150,000.

We're 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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