SMB Account Executive

Full-time - Entry Level

Hybrid - New York, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Pontera is looking for an Account Executive who will own the full sales cycle with small and medium-sized wealth management firms. The role involves sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close. The ideal candidate will understand the goals, plans, timeline, and personal motivations of their buyers and strive to continuously improve their sales process, demonstrating a willingness to test, learn, and implement best practices.

Responsibilities

• Play the lead role in sourcing and managing a pipeline of Registered Investment Advisory firms, handling the full sales cycle from cold call through negotiation and close
• Understand the goals, plans, timeline, and personal motivations of your buyers
• Strive to continuously improve your sales process, demonstrating a willingness to test, learn, and implement best practices

Requirements

• Smart, scrappy, capable of coming up with creative solutions to problems
• Demonstrated track record of top performance
• Excellent communication skills
• Excellent relationship builder, capable of winning buy-in from internal and external stakeholders
• A good person. Someone who wants what is best for the team, cares about their clients, and will be a friend, mentor and coach to teammates at Pontera
• Highly collaborative, organized, and process-driven
• Self-starter with ability to work in fast paced, changing environment
• A sense of urgency and professional persistence, capable of bringing deals to a close

Nice-to-haves

• Familiarity with Salesforce, Gong, Monday.com, Tableau
• Familiarity with the wealth management industry
• Having developed professional skills in an analyst program (Management Consulting, Investment Banking, Private Equity, Asset Management, Wealth Management)

Benefits

• Compensation: Base Salary $70,000 / OTE $98,000
• 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