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.

DESCRIPTION

Revenue Operations is a small, high-impact team that is chartered with three main objectives: 

  • Improve financial and operational decision-making across the organization.
  • Proactively identify and execute business and operational improvements across the organization.
  • Implement globally scalable business infrastructure practices and policies. We partner with every group across the company (Marketing, Sales, CS, and Finance). Given the strategic and operational nature of the team, we work closely with the CFO, CBO, CMO, and other executive team members to influence key business decisions.

As a member of this dynamic team, you will be able to tackle challenging business problems, drive change and innovation within the organization, and play a key role in developing strategy, process, and analytics to drive key decision-making. 

We’re looking for a special individual with a demonstrated ability to quickly understand the core drivers of any business, analyze and generate insights from large and complex data sets, and then help plan, lead, and implement changes that improve overall efficiency. This role is part analyst, part strategist, part project manager, and part builder.

RESPONSIBILITIES

  • You will work on highly complex problems, gain insight into the strategic and operational issues that are at the forefront of the minds of the leadership team, and establish relationships with people across the marketing team. 
  • Assist in developing, reporting, and automating key performance marketing metrics
  • Structure and execute operational and strategic initiatives by developing work plans with the marketing team, gathering and synthesizing relevant data, leading analyses, and developing recommendations.
  • Perform analysis to inform strategic decision-making, such as customer segmentation, funnel visibility, and campaign ROI.
  • Structure business problems into meaningful analyses and insights.
  • Structure and scale models to support go-to-market and business planning.
  • Creatively seek out and combine varied data sources to deliver recommendations.
  • Collaborate with cross-functional teams to identify opportunities, generate ideas, and develop business cases for profitable growth.

REQUIREMENTS

  • 2-5 years of experience, experienced in startup revenue or marketing operations
  • Superior analytical, critical thinking, and quantitative skills
  • Fluency with various analytical techniques relevant to SaaS businesses eg. Sales funnel, marketing ROI, full-funnel conversion, and campaign/multi-touch attribution
  • Ability to drive strategic direction through insightful analysis
  • Ability to forge strong relationships with business partners at all levels of the organization
  • Flexibility (open to change) and ability to learn on the fly
  • Drive for results & high sense of urgency
  • Rigorous attention to detail
  • Excellent oral and written communication skills
  • Substantial experience with reporting, model-building, and proficiency in Excel and PowerPoint.
  • Experienced with SFDC, Hubspot, or any other marketing automation platforms

WHAT WE OFFER

  • Compensation: $110,000 to $125,000 annually
  • 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

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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