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Implementation Specialist

New York, United States

Job description

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

Pontera is looking for an exceptional Implementation Specialist to help us effectively steer the launch of firms for faster, long term success. You will be responsible for being part of developing this new team as well as leading the implementation of new Enterprise firms. You will collaborate with teams across the organization to ensure the firms are set up for success. You will have the opportunity to strategically help create new processes to set this team up for success alongside other Implementation Specialists and the Senior Director of Customer Support. Lastly, you are an organized individual with technical aptitude that can collaborate with ease.

RESPONSIBILITIES

  • Be a product/technical expert and own the PMO process throughout implementation, reporting on progress made, status, milestones, etc. throughout utilizing industry best practices 
  • Build a strong rapport with new clients immediately; showing expertise and earning trust to create a strong relationship
  • Work with the product team and bring the voice of the customer from ENT/MM organizations to help prioritize feature requests with the firms during the implementation stage
  • Partner with Account Executives & Strategic Relationship Managers to constantly move the implementation forward 
  • Execute on strategic projects that support the success of Implementation Specialists and Pontera as a whole

REQUIREMENTS

  • 2-4+ years relevant experience in implementations, technical support or sales engineering
  • Strong familiarity with Salesforce/API/monday.com
  • Experience managing high volume of projects and requests
  • The ability to prioritize quickly in a fast-paced environment
  • High attention to detail and strong verbal and written communication skills
  • Positive attitude, collaborative approach to problem solving, and a drive to take initiative
  • Plus: SAAS and/or Wealth Management Experience

WHAT WE OFFER

  • Compensation: $110,000 to $130,000 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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Pontera

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Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.

Industries

Finance

Headquarters

New York, United States

Employees

51-200

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