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
As a Business Systems Analyst, you’ll be the day-to-day steward of Pontera’s go-to-market (GTM) tech stack—centered on Salesforce but spanning tools such as Gong, Outreach, and proprietary internal systems. Reporting to the Director of Information Systems, you’ll translate business needs into scalable system solutions, maintain data quality, and deliver insights that accelerate Sales, Marketing, and Customer Success.This is an ideal opportunity for a hands-on Salesforce professional who wants to deepen technical skills, broaden RevOps exposure, and grow with a top-tier fintech startup.
RESPONSIBILITIES
- Salesforce Administration & Configuration (≈50 %)
- Create/maintain objects, fields, flows, page layouts, dashboards, and reports
- Manage user setup, permissions, profiles, and queues
- Troubleshoot issues and implement best-practice security & data-governance measures
- Tech-Stack Support & Integrations (≈25 %)
- Monitor and optimize integrations with Gong, Outreach, scheduling, data-enrichment, CRMA, and other tools
- Coordinate minor releases and sandbox testing to ensure business continuity
- Process Documentation & Continuous Improvement (≈15 %)
- Map “as-is” vs. “to-be” workflows for GTM teams
- Gather requirements, build lightweight project plans, and roll out enhancements using an agile Design → Build → Test → Train → Deploy cycle
- Analytics & Insight Delivery (≈10 %)
- Combine Salesforce and external data sources to build analyses (pipeline health, conversion funnels, campaign ROI)
- Present findings and recommendations to RevOps leadership and GTM stakeholders
REQUIREMENTS
What You'll Bring:
- 2–4 years hands-on experience in the Salesforce ecosystem (Sales Cloud Lightning required; Admin certification a plus)
- Exposure to at least one GTM-adjacent tool that integrates with Salesforce (e.g., Gong, Outreach, DocuSign)
- Solid understanding of relational data models, validation rules, and automation (Flow Builder, Process Builder, or Apex triggers)
- Proficiency with Excel/Google Sheets (pivot tables, VLOOKUP/XLOOKUP, INDEX-MATCH)
- Familiarity with project-management tools (Jira, Asana, Monday.com, etc.) and agile or waterfall methodologies
- Strong organizational skills: able to juggle multiple tickets/projects, manage priorities, and meet deadlines
- Clear, concise verbal and written communication; comfortable working cross-functionally
- High bias for action, curiosity, and a desire to grow into broader RevOps or Business Systems leadership over time
Nice-to-Have
- Experience with Salesforce Analytics Cloud (CRMA) or another BI/visualization platform (Tableau, Looker)
- Knowledge of SQL or another query language
- Prior work in fintech, wealth-management, or B2B SaaS environments
WHAT WE OFFER
- Compensation: $120,000-$140,000 annual base salary + equity
- 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 days
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.
