Growth Account Executive

Pontera • New York, NY

4h • $125,000 - $175,000 • Hybrid

About The Position

Pontera is a fintech company focused on helping individuals retire better by providing a software platform that allows retirement savers to manage their 401(k) and other retirement plan accounts as part of a personalized strategy with their financial advisor. The platform is utilized by a wide range of financial advisors and firms nationwide. Pontera is backed by prominent venture capital firms and is driven by a talented team dedicated to enhancing retirement security. The company fosters a people-first culture, emphasizing the importance of the individuals served and the team members working together. This role is crucial for the company's mission and growth.

Requirements

• 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
• Proven track record of success as an individual contributor.
• Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers.
• Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape.
• High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes.

Nice To Haves

• Familiarity with Challenger or SPIN selling is highly preferred.

Responsibilities

• Guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets.
• Managing a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms.
• Utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform.
• Leading high-value onboarding sessions designed to move advisors from general interest to action.
• Conducting structured, goal-oriented scheduled meetings and asynchronous calls to drive immediate advisor activity.
• Using the Challenger and SPIN models to create "constructive tension," helping advisors understand the cost of inaction and the benefits of rapid adoption.
• Tracking and driving the speed of advisor progression through activation milestones, with a primary KPI of achieving five clients on the platform.
• Dedicating approximately 25% of your time to outbound engagement efforts to fill your calendar with high-value meetings and calls.
• Identifying, negotiating and closing committed asset ‘upsell’ opportunities from your assigned existing customer pipeline in our SMB segment.

Benefits

• Compensation: $125,000-$175,000 OTE.
• A collegial, collaborative, fun work environment with frequent team events.
• Equity grant participation.
• Comprehensive & affordable insurance benefits with a variety of plan options.
• 401(k) with employer match & employer-sponsored access to a retirement advisor.
• Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy).
• Sponsored learning & development program (to cover classes, certifications, and more!).
• Fully stocked kitchen & lunch reimbursement program.
• Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed