Infrastructure for modern, connected retirement planning. Connect, manage, and grow held-away accounts with Pontera. Backed by Lightspeed and ICONIQ.
About the role
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
What they're looking for
- 5+ years experience in a new business and/or account management role within financial services, wealth management, or Fintech B2B SaaS
- Minimum 2 years of direct closing experience
- Experience negotiating and closing deals with a decision making committee of 3-5 people or larger
- Experience selling into an evolving regulatory ecosystem
- Track record of consistent quota attainment
- Proven track record of self-sourcing 50%+ of pipeline through targeted account-based prospecting, industry events, and personal networks
More about this role
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of...
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