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
The Business Analyst is part of our Revenue Operations department and will be dedicated to operating and optimizing Pontera's GTM motion. You'll support gaps discovery, process design, drafting requirements, performing QA for implementations performed per the requirements, and support other Revenue Operations team members (Pre-Sale, Post Sale, Enablement, CS Ops). You should be able to proactively identify potential inefficiencies and drive the motion to remove those inefficiencies. You will cross collaborate with other functions as needed to ensure new processes are fully implemented and rolled out to the best possible extent.
You enjoy being involved in a variety of projects, in different areas of the business, and have extra-ordinary project management skills.
RESPONSIBILITIES
- Process Optimization: Collaborate with Revenue Operations team members as they work with Pontera's GTM and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes drafting requirements, ensuring implementation is working per the requirements, and supporting Enablement efforts in roll outs
- Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives.
- Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives.
REQUIREMENTS
- 1-3 years of experience in revenue operations, sales operations or alike; preferably at a Fintech or SaaS company
- Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate - A plus!)
- Advanced spreadsheet and modeling skills
- Strong attention to detail
- Excellent communication and cross-functional collaboration skills
- Strong problem solving skills and collaborative approach to solutioning
- Self-motivated and able to run with projects autonomously with minimal oversight
- Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc
- A plus: Familiarity with wealth management industry
WHAT WE OFFER
- Compensation: Annual Salary of $100,000- 110,000
- 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.
