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.
About the role:
Pontera is seeking a self-motivated and experienced Sales Enablement Specialist to join our growing team. This position will report to the Senior Sales Enablement Manager and be a strategic partner to our sales and marketing teams. You'll support in building, developing, and scaling our sales enablement function to empower the sales team as they effectively position Pontera.
Responsibilities
- Deliver training to multiple sales roles through different formats: in-person, e-learning, and virtual
- Develop a foundation of customizable training materials with Pontera-specific messaging such as one-pagers, segmented talk tracks, playbooks, competitive fact sheets, sales tools/ tips, quick reference cards, and more
- Foster strong relationships across the sales organization to keep abreast of sales strategies and opportunities
- Create and manage sales onboarding and ongoing sales training
- Partner with product marketing to conceptualize, develop, and roll out sales toolkit materials for new product launches
- Leverage call recording tools to create coaching strategies for managers and uncover opportunities for additional training
- Bring fresh ideas to the team. We want input and dynamic ways to train sales teams that are effective and drive results
- Support in measuring the success of enablement through team feedback, data, and analysis
Requirements
- 3-5+ years of related experience in a sales role, ideally within the SaaS or Financial Services industry
- 2-3+ years in a sales enablement role, ideally within SaaS or Financial Services industry (preferable, not required)
- Proven track record of taking sales-focused initiatives from conception to completion
- Strong project management skills
- Proven experience with learning mgmt systems (preferable) and CRMs (required)
- Experience leveraging call coaching techniques along with their respected sales tools such as Outreach, Gong, etc.
- Experience delivering managerial training a plus
- Demonstrates ability to proactively support a fast-paced and dynamic sales team
- Experience working with a creative team to develop marketing materials (light design experience and comfort with creative tools is a plus)
WHAT WE OFFER
- Compensation: Annual Salary: $110,000 - $120,000
- 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.
