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 in billing operations, order-to-cash, revenue operations, accounts receivable, or finance operations
- Hands-on reconciliation experience across billing, CRM, ERP/GL, bank, check, and CSV-based data
- Strong Excel and data-validation skills, with experience in root-cause analysis, controls, and audit documentation
- A track record resolving complex billing disputes, credits, and refunds
- Able to translate financial facts for customer-facing teams without losing control discipline
- Comfortable influencing & partnering with Finance, CX, Product, RevOps, and Engineering without direct authority
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.
We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while...
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