GTM Strategy & Operations Associate
About The Position
This pivotal role within our Revenue Operations department is dedicated to operating and optimizing Pontera's Post-Sale motion. You'll be one of the primary points of contact for Post-Sale GTM teams, designing and launching solutions and processes that directly contribute to revenue growth and operational efficiency. You'll also collaborate cross-functionally to drive key initiatives related to the post-sale customer journey. This is a great opportunity to be a part of a great team, and make an impact on Pontera's growth!
Requirements
- 2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company
- Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus)
- Advanced spreadsheet and modeling skills and ability to draw insights
- Strong attention to detail
- Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams.
- Strong problem solving skills and collaborative approach to solutioning
- Self-motivated and able to run with projects autonomously with minimal oversight
Nice To Haves
- Experience with executive-level reporting and presentations is a plus
- Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus
- Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus
- Familiarity with wealth management industry is a plus
Responsibilities
- GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera's data platforms.
- Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations.
- Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives.
- Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives.
Benefits
- Compensation: Annual Base Salary of $110,000-$140,000
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
- Team Culture: A collegial, collaborative, fun work environment with frequent team events
- Equity: All new hires are eligible for equity grant participation
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
